You're selling to organizations where multiple stakeholders influence the buying decision. You can't see which roles are engaging with your proposal or whether the full committee has reviewed it.
With Papermark you can track which roles at a target account engage with your proposal and score account readiness by committee activity.
How it works
Step by step
Step 1. Upload your sales decks
Open Papermark and create a new data room. Upload your sales deck or proposal. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for prospects and buying committee members
Configure your security settings. In Papermark link settings, enable Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your prospects and buying committee members sees which documents.
Step 3. Share a tracked link with your prospect and track engagement
Generate a secure link and share a tracked link with your prospect. Papermark tracks every interaction in real-time. See which slides the prospect viewed, time spent, and completion rate. Open the analytics dashboard to see all engagement data as it happens.
Step 4. Connect Slack to get notified instantly
Go to Settings > Integrations > Slack in Papermark. Click "Connect Slack" and authorize via OAuth. Select the team channel where you want to receive alerts. Papermark sends formatted messages when prospects and buying committee members view, download, or access your documents.
Step 5. See who among your prospects and buying committee members is engaging
Every time someone opens your sales decks, a Slack notification appears in your channel. It shows the viewer's email, which document they opened, how long they spent, and a link to full analytics. Your team knows immediately who is engaged without checking the dashboard.
Step 6. Create a webhook to connect external tools
Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when prospects and buying committee members open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 7. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking prospects and buying committee members engagement, select "Link Viewed". For monitoring downloads of sensitive sales decks, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 8. Track relationships across account
Track relationships across account. Connect Attio through Zapier, Make, or n8n as middleware. When prospects and buying committee members view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Attio automatically.
Step 9. Update opportunity with committee engagement
Update opportunity with committee engagement. Connect Salesforce through Zapier, Make, or n8n as middleware. When prospects and buying committee members view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Salesforce automatically.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
Attio via webhook
Track relationships across account
Connect through Papermark webhooks via Zapier, Make, or n8n
Salesforce via webhook
Update opportunity with committee engagement
Connect through Papermark webhooks via Zapier, Make, or n8n
Slack Native integration
Alert when multiple stakeholders view
