For Sales
Boost your sales by targeting the interested viewers using Plox
Plox Tip
Sales isn’t just about sending pitch decks, it’s about knowing who opened them, when, and how interested they really are. Plox helps sales teams turn documents into data-driven follow-ups that close deals faster.
Whether you're a solo founder doing outbound or part of a full sales team, Plox gives you the tools to send secure, branded, and trackable documents that show you exactly who's engaging.
Documents Sales Reps Commonly Share#
- Pitch decks and company overviews
- Product brochures and one-pagers
- Pricing sheets and proposal PDFs
- Case studies and whitepapers
- Contracts or agreements
- Personalized follow-up documents
Key Plox Features for Sales#
1. Branded, Shareable Documents#
Use your own logo, company name, and even a custom domain to make each doc look polished and professional, no more sketchy-looking file links.
Example: https://files.yourcompany.com/demo-pricing
2. Track Engagement in Real Time#
Know exactly how prospects interact with your documents:
- Who opened it
- When they viewed it
- Time spent reading
- Device and location
- Completion rate (% of doc viewed)
This turns every share into sales intelligence.
3. Access Controls = Sales Confidence#
Control how your documents are accessed:
- Require email to collect contact info
- Use OTP verification for qualified leads only
- Disable downloads to keep documents internal
- Expire links after a few days or a specific call
No more guessing who clicked. No more “I never got it.”
4. Data Rooms for Complex Deals#
Need to send multiple documents (case studies, pricing, proposal, contract) to a single lead?
Create a Sales Data Room and send one clean link. Track everything inside.
Why Sales Teams Love Plox#
- Look professional with every share
- Use viewing data to time follow-ups perfectly
- Send one link instead of 5 attachments
- Avoid leaks or untracked forwards
- Build trust through branded, secure delivery
Was this article helpful?
Need a hand?