Document tracking software built around the follow-up.
Tracklytics is document tracking software for sales teams that need to know who opened a proposal, which pages drew attention, and when a prospect came back—without replacing the CRM or the document tools the team already uses.
The useful question is not whether a link received a click. It is whether the buyer reviewed pricing, returned before a call, or introduced another stakeholder. Tracklytics turns those behaviors into a practical follow-up signal.
Fact-checked September 25, 2026 · Canadian pricing shown in CAD
Best for
- Teams that already create proposals, decks, and case studies elsewhere.
- Salespeople who need viewer-level engagement before a follow-up.
- Small teams that value heatmaps and timing signals more than a full CPQ suite.
Not the best fit when
- You need a complete proposal editor, product catalog, or configure-price-quote workflow.
- You want anonymous aggregate web analytics rather than recipient-level document activity.
- You need a regulated virtual data room as the primary product.
How it works
A clearer signal after you press send
Upload or connect
Add a PDF or connect supported content, then choose the access and identity settings appropriate for the recipient.
Share a tracked link
Send a recipient-specific link instead of a static attachment so opens, revisits, and page activity can be measured.
Follow up with context
Use page activity, heatmaps, return visits, and engagement signals to prioritize a relevant follow-up.
Decision guide
What sales teams should compare
Use this as a shortlist, then verify any competitor details on the linked official sources before buying.
| Decision point | Tracklytics | General document workflow suites |
|---|---|---|
| Primary job | Understand engagement after an existing document is shared. | Create, approve, send, and sign documents in a broader workflow. |
| Engagement depth | Page activity plus spatial heatmaps using scroll, click, pointer, and dwell signals. | Often status, opens, or page-level time; depth varies by product and plan. |
| Viewer identity | Recipient links and configurable access gates. | Usually recipient records tied to a sending workflow. |
| Follow-up | Return-visit alerts and a follow-up queue on eligible plans. | Often reminders, workflow stages, and CRM activity. |
| Starting point | Free plan with 5 active documents. | Free e-sign plan, trial, or paid seat depending on vendor. |
Sources and verification notes
- Tracklytics product overviewCanonical product capabilities, plan boundaries, limitations, and review date.
- Tracklytics pricingCurrent public plan names, limits, and Canadian pricing.
- PandaDoc document trackingOfficial description of document lifecycle tracking, analytics, and e-signature workflow.
Straight answers
Frequently asked questions
Can document tracking show which pages a prospect read?
Yes, when the document is delivered through a hosted tracked link. A normal PDF attachment cannot report later page activity.
Does Tracklytics replace a CRM?
No. It adds document-engagement context and can sync selected activity into supported CRM workflows.
Can a salesperson identify a viewer?
Identity depends on the link and access configuration. Email, password, LinkedIn/SSO, and agreement-based gates are available by plan.
What should a sales team measure?
Measure opens, meaningful time, pages reached, revisits, stakeholder changes, and engagement with decision sections such as pricing or implementation.
Ready to Transform Your Analytics?
Join sales teams, consultants, and founders who use Tracklytics to know exactly how prospects engage with their documents.
Free plan available. No credit card required.