From a promising proposal to a signed project.

Share your work, see document activity, and collect the signatures you need. Keep the conversation and the agreement together in Elite.

Document tools are included in Pro and Team.

The document is part of the conversation.

Send a controlled link to your proposal. Review page activity, return to the conversation, and prepare a signature request when the agreement is ready.

Explore workflow examples
MCMaya ChenAtlas · Proposal and next stepsExample
Sent from your connected inbox

The proposal is on its way.

Maya has the updated scope and pricing, with a link to the proposal.

Atlas proposal and next steps

Hi Maya, here’s the updated proposal with the scope we discussed. Let me know if you have any questions.

Atlas proposal.pdf
Tracking on · Follow-up configured

See where the conversation can go next.

Review viewing sessions, page activity, and downloads. Use that context to prepare useful questions for your next conversation.

Atlas commercial proposal
Atlas-Proposal.pdf18 pages · 470 KB
Shared
Viewer activity5m 20s · 9 / 18 pages
Page-by-page attention50% viewed
Downloads blocked · 5 viewing sessions

Keep access in your hands.

Set an expiration, choose whether downloads are allowed, and revoke a shared link when you need to. Add a watermark through the confidential sharing workflow.

Atlas commercial proposal
Atlas-Proposal.pdf18 pages · 470 KB
Shared
Confidential watermarkDisplay the viewer’s identity on every page
Allow downloadsControl access to the original file
Link expirationSeptember 19, 2026
CONFIDENTIAL · [email protected]
Downloads blocked · 5 viewing sessions

Give the agreement a clear finish.

Place fields, invite the right signers, and track outstanding requests. Keep the completed document and its audit record together.

Signature
DrawTypeUpload image
Electronic signature

Everything the document needs along the way.

A few things to know.

Can I track an ordinary attachment?

Document analytics use a tracked sharing link and the supported viewer. An ordinary downloaded attachment does not provide the same page activity.

Does a view mean someone accepted the proposal?

No. Views and time on a page show recorded activity. Acceptance and signature completion are separate events.

Can I withdraw a document after sharing it?

You can revoke a shared link to stop future access through that link. It cannot recall a copy someone already downloaded or captured.

Make room for the work ahead.

Document tools are included in Pro and Team.