How I track proposal views in Monday CRM with Papermark

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.

Configure your security settings. In Papermark link settings, enable Visitor identification, View percentage. 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.

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.

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.

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.

Update deal items and status columns when prospects view documents via Zapier/Make integration. Connect Monday CRM 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 Monday CRM automatically.

In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect Papermark webhook to Monday.com item update. Now every time prospects and buying committee members view your sales decks, Zapier runs your automation.

In Make, create a new scenario with "Custom Webhook" as the trigger. Copy the URL and add it in Papermark. Build your automation: Alternative connection with more complex routing logic for Monday boards. Make is best when you need conditional logic, like different actions based on how much of your sales decks was viewed.