A proposal, quotation sheet, or product demo should be easy to open and straightforward to keep current. Share a public file page instead of a large attachment, replace the file at the same address when a revision is approved, and review aggregate page views and downloads to inform your follow-up.
PDF proposals and quotation sheets can be previewed in a browser before a client decides to download. A demo video or case-study image can be shared alongside the proposal using a separate link. Keep filenames and document titles professional, make currency and quote-validity dates explicit, and ensure the public page contains only material approved for that client or external audience.
When a proposal changes, upload the approved revision to the existing managed link if the file replacement feature is available to the owner. Update the revision date inside the document and verify permissions before sending the link again. This reduces stale attachment copies but does not revoke a copy someone already downloaded.
Views and downloads can show whether a shared page has been opened, but aggregate analytics do not reveal the identity of the viewer. Combine the signal with the context of your CRM and conversation; do not treat a view count as proof that a named contact read every page. Avoid putting confidential pricing, personal data, or sensitive contracts on an unrestricted public link.
A QR code on a printed one-pager or event handout can open the same proposal, case study, or demo. Use a separate link for each placement when you want to distinguish engagement. Give clients a short explanation of what the code opens and provide a printed URL fallback.
ShareKit reports aggregate page views and downloads for a file. Those counts can indicate activity but do not identify which person opened the page.
An owner can replace an uploaded file at the same public address. Update the revision date in the document and confirm the change before relying on the link.
Only share content that is appropriate for anyone holding the link to access. Do not put sensitive or confidential material on an unrestricted public link.
Yes. ShareKit generates QR PNG and SVG assets for a file page. Test the printed code and include a clear call to action and URL fallback.
Yes. Upload a supported PDF quotation sheet and a separate demo video, then share their public file pages. Keep confidential pricing and client-specific information off unrestricted public links.
No. A view is a page-open signal, not proof of identity, attention, or comprehension. Use it as one contextual input for follow-up.
