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

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.
Knowing When It’s Read — See when your client opened the document and how often, plus what the tracking can and cannot tell you.
Getting an Email When It’s Opened — Be told the first time a client opens a document, instead of going to check.
Deal Status — Track each proposal through Awaiting reply, Viewed, and on to Won or Lost.

💡 Tip

These four work together: sharing a document starts the tracking, opening it moves the status along and emails you, and you close it out yourself when the deal lands. Reading them in order takes about six 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
Be emailed on the first open	Automatic — switch it off in Settings → Notifications
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.

Getting an Email When It's Opened

FlowEdge emails you the first time a client opens a document you shared. Here is what that email tells you, when it does not arrive, and how to turn it off.

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.