Document intelligence

ShareDoc

ShareDoc gives teams a controlled, analytics-rich way to share sensitive documents. Instead of attachments that disappear into inboxes, every share is trackable, revocable, and branded — with deployment options from managed cloud to fully air-gapped.

Zero-trust delivery without viewer friction

Every document gets per-recipient links with configurable identity verification — OTP, SSO/SAML, email gates, or IP restrictions. Expiry dates, instant revocation, dynamic watermarks, and screenshot protection are all standard. Recipients get a premium reading experience. Senders keep full control.

Engagement signals that replace guesswork

Page-level heatmaps show exactly where readers spend time. Open alerts, forward detection, and dwell-time data feed directly into Slack, CRM, or webhook workflows. AI summaries help recipients quick-scan. Deal intelligence lands in one view — scored by persona, exportable to CRM in one click.

Storage and compliance on your terms

Start with managed ShareDoc hosting — no setup required. Connect your own storage through AWS S3, Azure Blob, GCS, or S3-compatible providers (MinIO, Wasabi, Ceph) when you need data sovereignty. Move to a self-hosted public-endpoint or private-proxy deployment when compliance demands it. SOC 2 controls in progress.

Capabilities

What ShareDoc covers

Access control

  • Per-recipient links with granular permissions
  • OTP, SSO/SAML, IP allowlisting, and email verification
  • Dynamic watermarking, screenshot protection, and instant revocation

Analytics and AI

  • Page-level heatmaps and engagement overlays
  • Dwell time, open tracking, and forward detection
  • AI summaries, Slack alerts, CRM sync, and webhook automation

Deployment

  • Branded reader with custom domains, themes, and CTA embeds
  • Data rooms for diligence and multi-doc workflows
  • Managed, BYOS, self-hosted via public endpoint, private proxy

Use cases

Built for

Fundraising and investor relations

Send pitch decks and investor updates with per-recipient access control and clear signals on who reads what — and what they re-open.

Enterprise sales

Replace proposal attachments with branded, governed links. Heatmaps show which sections prospects spend time on. Follow-up becomes evidence-based.

Due diligence and data rooms

Structured document spaces with version control, granular permissions, full audit trails, and BYOS storage for compliance-sensitive deals.

Board and executive communications

Ship board packs with screenshot protection, restricted access, and complete open and engagement history.

Pricing

Simple, transparent plans

Free

Free

Single seat, 50 docs, 50 share links. Core analytics and heatmaps included.

Pro

$24 / month

Unlimited links, 100 docs, custom branding, video uploads, folder organization.

Enterprise

$99 / month

3 seats, 1,000 docs, custom domains, bundle sends, allow/block lists, live webhooks.

Why ShareDoc

  • Zero-trust document sharing with full audit trail and SOC 2 controls in progress
  • Evidence-based follow-up through page-level heatmaps and AI engagement summaries
  • Deployment flexibility from managed cloud to air-gapped — BYOS keeps data in your cloud