Pitch deck tracking for agency new-business decks.
When a deck gets forwarded, feedback gets vague. ProposalDoc helps agencies track deck opens with timeline + per-viewer signals so you can follow up at the right moment while keeping delivery clean through a client portal.
Timeline view of opens and activity for your deck
Per-viewer signals to spot active stakeholders
Client portal for sharing with password + expiry controls
Export PDFs anytime to share internally or archive
Pitch Deck Analytics & Sharing Safeguards
1. Deck Open & Viewer Notifications
Track when agency pitch decks and strategy presentations are opened by prospective clients.
2. Password & Expiry Protection
Secure confidential pitch decks with custom access passwords and expiration dates for pitch reviews.
3. Branded Client Portals
Present pitch presentations inside a custom domain portal featuring your agency colors and logo.
4. Portable PDF Backup
Export pitch deck presentations to vector-crisp PDF documents anytime for offline client meetings.
Ready to turn your proposal into a reusable system?
Get your existing proposal converted into a branded template, structure clear SOW scopes, and send your next proposal in under an hour.
Or, create a free workspace to build one yourself.
Start with a scope-safe template • Convert your SOW in 24 hours
Pitch deck tracking FAQ
- Can ProposalDoc track pitch deck views?Yes. You can see opens and activity in a timeline and track engagement per viewer, helping you follow up based on signals.
- Do clients need an account to view?No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
- How do approvals work?Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
- Can I export a PDF for my records?Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
- Will this replace my CRM or project tool?No. ProposalDoc is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.