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Document Analytics

Measure every document and proposal you send — opens, pages read, time on each page and e-signature status — so you know what a prospect actually read before they signed.

Omnichannel Communication

Overview

Sending a proposal and hearing nothing back tells you nothing. Did they open it, read it, share it, or never look?

Document Analytics tracks what happened to every document you send — opened or not, pages viewed, time spent per page and e-signature status — all tied to the deal and contact it belongs to.

Explore Omnichannel Communication →
  • ✓ Sends, opens & re-opens
  • ✓ Page-by-page read time
  • ✓ Document forwarded / shared
  • ✓ Time-to-sign & e-sign status
  • ✓ Most- and least-read pages
  • ✓ By document, deal & rep
Capabilities

What Document Analytics measures

Every signal on your own documents — described as what we capture, never as invented rates.

Sends & opens

See what was sent, opened, re-opened and never looked at.

Time on document

Measure total time spent and time on each page.

Page-level views

See which pages were read, skimmed or skipped.

E-signature status

Track sent, viewed, signed and declined on e-signed documents.

Forwards & shares

Know when a document was forwarded or shared onward.

By deal & rep

Compare engagement across documents, deals and reps.

What you can measure

The signals behind every send

Each one is captured against the deal and contact the document belongs to.

  • ✓ Sends, opens, re-opens and first-open latency
  • ✓ Time spent on the document and per page
  • ✓ Which pages were read, skimmed or skipped
  • ✓ Whether the document was forwarded or shared
  • ✓ E-signature status — sent, viewed, signed, declined
  • ✓ Time-to-sign and stalled signatures
  • ✓ Version opened and link expiry
  • ✓ Engagement by document, deal, rep and date
How it works

Live in four steps

1

Send a tracked document

Share a proposal, quote or contract as a tracked link.

2

Every open logs

Opens, page views and time attach to the deal.

3

Read & sign roll up

Engagement and e-sign status aggregate by document and rep.

4

Chase the stalled

Follow up the documents opened but not signed.

From send to signature

Know what moved before they signed

The journey a document takes from the moment you send it to the signature.

Opened & read

First-open latency and the pages a prospect actually read.

Time-to-sign

How long signatures take and which ones stalled.

E-sign status

Sent, viewed, signed or declined on every e-signed document.

AI at work

How the agent works with Document Analytics

The Flow-Cognition Agent runs a real loop on your data — grounded in your records, governed and logged.

Sense

Reads every open, page view and signature event on a document.

Decide

Scores read time, page interest and stalled signatures against your norms.

Act

Surfaces the opened-but-unsigned documents to chase — every action logged.

Five-tier model routing · field-level permissions · full audit trail. See the AI layer →

Use cases

Where teams put it to work

Sales proposals & quotes

See which quotes were read and where they stalled before signature.

Contracts & agreements

Track time-to-sign and declined signatures on agreements.

Onboarding & handover

Confirm onboarding and handover docs were actually read.

FAQ

Questions, answered

Sends, opens and re-opens, time on document and per page, forwards, e-signature status and time-to-sign — by document, deal and rep.

No. It measures opens and read time on your own documents; any figure you see is from your data.

Yes. Page-level read time shows which pages were read, skimmed or skipped.

Yes. Sent, viewed, signed and declined status and time-to-sign are tracked on e-signed documents.

Storage holds the file; Document Analytics measures what a recipient did with it after you sent it.

See what they read before they signed

Start free, or get a guided walkthrough — every open, page, forward and signature, in one view.