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Document Tracking

Build a library of sales content for your team to share, and track which documents close deals.

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  • See when a lead opens or forwards a document

  • Use tracking to identify the content types that close deals

  • Keep your team up-to-date with a shared library of documents

  1. Close more deals with trackable documents.

    Content can be a powerful conversion tool when used right, but you won’t know which content is effective without the right document tracking systems in place. 

    HubSpot’s document tracking features allow you to build a unified library of trackable sales content. Your sales team can then share those documents with prospects from their Gmail, Google Workspace, Outlook, or Office 365 inbox. Get notified when a prospect opens or shares a doc, so you can send relevant and timely follow-ups.

  1. Get notified when prospects open documents.

    Knowing whether prospects are engaging with your sales efforts can be near impossible, especially when they don’t reply to your emails. Document tracking notifies you when contacts open or share your sales documents. Use that insight to send timely and personal follow-ups, prioritize hot leads, and optimize your sales content.

  2. Create a shared library of sales content.

    Make it easy for your team to find and share the most up-to-date content with prospects. With document management, you can build a library of sales content for your whole team. Easily choose documents to include in your emails using a dropdown menu in your Gmail or Outlook inbox.

  3. Identify documents that close deals.

    Get insightful reporting about how sales content is helping prospects move toward conversion. Learn how your team uses different documents and how prospects respond to them. By tracking which content is influencing deals, you can surface the best-performing documents and improve your entire sales process.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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Frequently Asked Questions