See what happens after you hit send.
From upload to closed-won, here's how WarmDoc works.
Upload your deck
Upload any PDF. Pitch deck, proposal, pricing sheet, case study, whatever you send to prospects.
WarmDoc converts it into a tracked link and stores it securely. Your prospect sees a clean viewer, no login required.
Add recipients and deal context
Tag the deck with who you're sending it to. Recipient name, email, company, and an optional deal note so you remember what account it's for.
On Pro and Team tiers, add multiple recipients at once. Each gets their own unique tracking URL, so you can tell Sarah's activity apart from Mike's.
Share the link from your own inbox
Copy your tracking link and paste it into your own email. Gmail, Outlook, whatever you use. WarmDoc doesn't send emails on your behalf.
Your deliverability, your voice, your relationship. WarmDoc just tracks what happens after you hit send.
Watch it warm up
The moment your prospect opens the link, you get a real-time notification with their name, company, and the exact page they're viewing.
Watch the dashboard update live as they read. See where they linger and where they drop off.
Follow up smarter
Your dashboard scores every tracked link by engagement. Hot links, with recent opens and multiple views, surface at the top. Follow up while they're warm.
Skip the "just bumping this up" emails to cold prospects who haven't opened anything.
See when the deck gets forwarded
If your prospect shares the deck with a decision maker, WarmDoc detects the new device or location and alerts you.
You learn who's really involved in the deal, not just who received your original email.
A real workflow
A real WarmDoc workflow, start to finish.
On a Tuesday afternoon I sent a Q4 proposal to Beacon Software. Three people were on the thread: Dana, their VP of Operations, Marcus, a program manager, and Priya, who ran procurement. I uploaded the PDF, added all three as recipients, and dropped in a deal note so I'd remember the context in two weeks. I pasted each link into my own email and hit send.
Marcus opened his link within the hour. He spent four minutes on the integration slide and skipped the pricing page entirely. That told me he was the technical evaluator, not the budget holder. Dana opened hers that evening, spent most of her time on pricing and the rollout timeline, then closed it. Priya never opened anything. So far, no surprises.
Two days later I got a forwarding alert. Dana's link had been opened again, but this time from a different city on a different device. I hadn't sent a link to anyone new. Someone inside Beacon was now reading the proposal, and it wasn't one of my three contacts. When I called Dana, I asked who else was reviewing it. She admitted she'd passed it to their CFO, who had questions about the annual commitment.
That one signal changed my whole approach. Instead of chasing Marcus on technical details, I built a short follow-up aimed at the CFO's concern: total cost over the contract and the cost of doing nothing. I sent it to Dana to forward up the chain. The CFO opened it twice in one day.
We closed the deal the following week. I didn't close it because I'm a great writer. I closed it because I knew who was actually reading, what they cared about, and when a new decision maker entered the picture. That's the whole point.