CloakShare
Use Case
Proposal Tracking
Track business proposals in real time. Know the moment a prospect opens your proposal, which sections they focused on, and when to follow up for maximum close rates.
Close rate for proposals with tracked engagement vs 24% for untracked proposals
Faster response time when following up within 1 hour of proposal view
Of proposals are viewed within 24 hours of being sent
The problem
Sending a proposal into the void and hoping for a response is not a strategy. CloakShare turns every proposal into a trackable, secure document with real-time notifications. Know when your prospect opens it, which pricing options they studied, and follow up at the exact right moment. Teams using tracked proposals see significantly higher close rates because they follow up with context, not guesswork.
Why CloakShare
Real-time notifications when a prospect opens your proposal
Page-level analytics show which sections received the most attention
Follow up with specific insights ("I noticed you spent time on the enterprise plan")
Prevent proposals from being forwarded to competitors
Automatic link expiry keeps pricing current and creates urgency
API integration with your CRM for automated proposal workflows
How it works
Upload
Upload your document (PDF, DOCX, PPTX, XLSX) or video (MP4, MOV, WebM) via API or dashboard.
Configure
Set email gating, password protection, dynamic watermarks, and link expiry to match your security needs.
Share
Send the tracked link. Recipients view in a secure canvas-based viewer. Videos stream via adaptive HLS.
Analyze
Track per-viewer engagement with page-level and video watch-time analytics. Get real-time webhook notifications.
Documents and video in one platform
CloakShare is the only secure sharing platform that combines document and video sharing with per-viewer analytics. Upload your PDF or presentation alongside a video walkthrough. Both are tracked, watermarked, and protected with the same access controls. No other tool does this.
Frequently asked questions
How quickly will I know when a prospect opens my proposal?
Instantly. CloakShare sends real-time webhooks when a document is opened. Connect these to Slack, email, or your CRM to get notified the moment a prospect starts reading.
Can I see which pricing tier a prospect focused on?
Yes. Page-level analytics show time spent per page. If your pricing options are on different pages, you will see exactly which tier received the most attention.
How do I prevent a prospect from forwarding my proposal to a competitor?
Email-gated links require the intended recipient to verify their email before viewing. Dynamic watermarks overlay the viewer's email on every page, making any screenshot traceable.
Can I integrate proposal tracking with my CRM?
Yes. The CloakShare API lets you create tracked links programmatically, and webhooks send view events directly to your CRM. Build automated workflows where proposal engagement triggers follow-up sequences.
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Compare CloakShare
Start sharing securely
Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.