For sales teams

Follow up knowing what they read.

Send the proposal as one link. See who opened it and which pages held them, and spot new readers when it is shared further. Answer questions on the page, then turn your answers into the next version.

The Brightlane proposal for Harrow Retail, with three readers on one link. Olivia Bennett, verified, has visited twice and stopped on her last visit at page 5, the rollout plan, after 1 minute 48 seconds there. Two new readers have appeared on the same link: one in London and one in Istanbul reading in Turkish.

The job

Send it after the call, then guess.

The proposal leaves as an attachment and the line goes quiet. Did they open it? Did it reach the people who sign? Which page raised a question? Most follow-ups are written without knowing any of it.

A week without Decktrace: the proposal is sent as a PDF on Monday after the call. Tuesday, Wednesday and Thursday hold only open questions: was it opened, was it shared, are there questions. On Friday a follow-up goes out that says, just checking in.

Who opened it

See who read which page, and who joins.

Every open of your proposal arrives with the active time and scroll depth on each page. When your link is shared further, each new reader gets a row of their own, so you see who joins the conversation.

  • Time on every page, for every reader
  • New readers when your link is shared further
  • Device, reading language and approximate location
Time each reader spent on the seven pages of the proposal. Olivia Bennett, verified, two visits from London: Cover 0:14, Goals 0:48, Product 1:05, Results 0:56, Rollout 2:40, Plans 1:22, Contact 0:20. Reader 2, a new reader on the same link in London: 0:09, 0:31, 0:44, 1:12, 1:50, 0:58, and has not reached Contact. Reader 3, a new reader on the same link in Istanbul, reading in Turkish: 0:11, 0:22, 0:40, 0:35, 2:05, 1:10, 0:15. Locations are estimated from the connection. Rollout, page 5, is the most read page for all three.

Questions

Answer questions before the next call.

Readers ask privately on the page they are reading. You reply in context, the thread keeps the page, version and language, and the page itself can get better while the deal is still open.

  • Asked on the page, answered in context
  • You get an email for every new question
  • Verified readers get an email with your reply
A private question on page 5, the rollout plan, asked on version 1 in English. Olivia Bennett, verified, Wednesday 16:02: Can we start with two stores before the regional rollout? Our store managers would like to see it working first. Your reply at 16:20: Yes. A two-store pilot fits weeks 1 and 2, before the region goes live. I have added it to page 5. Page 5 is then updated to version 2, and Olivia gets the reply because she verified her email.

Next version

Turn your answers into the next version.

After you answer a reader's question, Decktrace suggests where that answer belongs in the proposal and drafts the addition. You edit it, approve it and publish it as a new version of the same link. Nothing is sent or published until you choose. Next reply, which suggests who to contact and what to send, is coming soon.

A Next version card for page 5, the rollout plan. Question: Olivia Bennett asked on page 5 whether the rollout can start with two stores. Your answer: yes, a two-store pilot fits weeks 1 and 2, before the region goes live. Suggested place: page 5, in Weeks 1 and 2, add a two-store pilot. Your call: you edit, approve and publish it as version 2, and when a later reader asks something similar your answer is offered as a starting point for the reply. Beside it, the drafted addition for page 5, waiting for you to edit and approve.

Languages

Send the proposal in your client's language.

10 languages, including English, Turkish, Spanish, French, German and Arabic. Decktrace drafts the translation and marks it until you review and approve it. Readers can switch language on the same link, and when you change a page, its approved translation is marked out of date.

  • You review and approve every translation
  • One link for readers in 10 languages
  • A changed page marks its translation out of date
On the left, a phone showing page 5 of the proposal in Turkish, with the language menu open on Türkçe and English as the other choice. On the right, the owner's language list: English is the source at version 2, Turkish is approved by you at version 2, and 8 more languages are ready to add. A note says page 5 changed in version 2, and its Turkish page was approved again before it went live.

A typical week

From the call to a better proposal.

  1. Send one link

    Monday: share the proposal after the call, in English and Turkish.

  2. See who joins

    Tuesday: Olivia opens it, and two new readers appear on the same link.

  3. Answer on the page

    Wednesday: her rollout question gets a reply on page 5.

  4. Publish the next version

    Thursday: the pilot is drafted into page 5. You approve it and publish v2.

Templates

Start from a deck built to sell.

Template previews for sales work. The sales proposal template is available at launch, and more templates will follow.

See template previews
  • Sales proposal

    Cut onboarding time in half.

    The deck you send after the first call, with a cover, the problem, results and next steps.

  • ProposalComing soon

    A proposal for Harrow Retail

  • Product demoComing soon

    See Fieldnote in five minutes

  • Case studyComing soon

    How Kessel cut churn by 21%

  • ROI summaryComing soon

    Your payback in seven months

Questions

Sales teams, answered.

You see every reader who opens your link, with their own pages and times, and new readers appear when your link is shared further. How a reader is labelled depends on how they got in: an open link shows an anonymous reader, an email and password shows the email they entered, and an email code shows a verified email. Each reader also shows device, reading language and an approximate location, estimated from the connection.

Yes. When they open the deck, readers see a short notice about what is measured: active time and scroll depth on each page, visits, device, reading language and an approximate location estimated from the connection. Your own previews and link scanners are left out of reading data, and readers on open links are counted by device.

The link stays the same, and readers see the new version on their next visit. Questions keep the page and version they were asked on, and an approved translation is marked out of date when its source page changes.

No. After you answer a question, Decktrace suggests where that answer belongs in the proposal and drafts the addition. You edit it, approve it and publish it yourself, and nothing is sent or published automatically. Next reply suggestions, who to contact and what to send, are coming soon.

Send a deck that reads the room.

Create your first deck, share one link and see how it is read. The Free plan needs only your email.