Sharing & Tracking
Writing a document is only half the job. This section covers what happens after it is ready: getting it in front of your client, knowing when they have read it, and recording how the deal ended.
Guides in This Section
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Sharing a Document — Send a document as a link your client can open without logging in, and switch that link off again if you need to.
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Knowing When It’s Read — See when your client opened the document and how often, plus what the tracking can and cannot tell you.
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Deal Status — Track each proposal through Awaiting reply, Viewed, and on to Won or Lost.
💡 Tip
These three work together: sharing a document starts the tracking, opening it moves the status along, and you close it out yourself when the deal lands. Reading them in order takes about five minutes.
Quick Overview
| Task | Where you do it |
|---|---|
| Send a document | The Share button in the document editor |
| Copy or revoke the link | The share dialog |
| Check if it was opened | The share dialog, the editor header, or the client’s page |
| Mark a deal won or lost | The status control on the document or the client’s page |
Start with Sharing a Document.
In this section
Sharing a Document
Send a FlowEdge document to your client with a share link. No login needed to view, and you can switch the link off again at any time.
Knowing When It's Read
FlowEdge tells you when a client opens a document you shared, and when they last looked at it. Here is what the read tracking counts — and what it cannot.
Deal Status
Track where every FlowEdge proposal stands — Draft, Awaiting reply, Viewed, Won, or Lost — and see the outcome of your open deals at a glance.