# Document Tracking

Stay on top of your documents with audit trail to strike when the lead is most likely to reply

### Not just Client Portal. It is Prospect-to-Payment in One Place

## Tracking & Log

Stay on top of your deals with your detailed audit trail, which shows when the document was opened, from where it was opened and what not. With this information, you can surely touch base with your leads when they are actively considering your services.

## Notifications

Be in the know of all the things happening with your documents. Email opened, proposal opened and signed or rejected, Clientjoy notifications are your super power to help you land the next big client.

## Client & Editor Views

With multi view option, you can double check how your proposal is gonna look for your leads making it easier for you to review things easily and clean out unnecessary clutter.

## Clientjoy is the Missing Half of your Agency

Ever wanted someone to take repetitive work off of your plate? Yes, that is Clientjoy.

You earn money. Clientjoy will earn you time.

#### No Patchwork of Apps

#### Complete Visibility

#### Happy Clients

#### Healthier Business

## Your inventory is Time

And you spend over half of it on non-core functions like Following up for Payments or Writing Proposals from scratch or sending Manual Updates to your Clients.

You are here for better, more important things.

# You Didn't Go Solo to Do Paperwork.

Most solopreneurs and freelancers spend sleepless nights just keeping the lights on - scaling the business never ends up becoming a priority between delivering services and sales calls.

Clientjoy changes that.

## Your Existing Clients will Bring New Clients - Give them a Stellar Experience

## Integrates with 5K+ Applications

Clientjoy has it's own APIs but if you are not a developer, it also works with Zapier, Pabbly, Integromat, Integrately and SyncSpider.Haven't heard about any of the above? Worry not. We'll set these up for you :)

## Frequently Asked Questions

If you are hesitating, do not worry - we are here to explain everything you might want to know. Let us help!

- **How does Document Tracking work within Clientjoy?**  
  Your proposals and invoices come with audit trail which gives you not only the location but also the IP from where it was viewed.

- **Do I get a notification when the proposal or invoice is accepted or paid?**  
  Yes, once a proposal or invoice is accepted then you will receive an email with the confirmation of the same.

- **Do I get notification within the App as well when the proposal is opened?**  
  Yes you do. With Clientjoy, you are always in the know of what your lead or client is up to.

- **Can I attach the document along with the email?**  
  You can certainly do that. All you need to do is check mark in the box which says attach pdf and the proposal will be attached.

- **What if the same document is opened multiple times?**  
  Each time the proposal is opened, you get a notification within Clientjoy so that you can follow up and get the deal closed.

## Your Existing Clients will Bring New Clients - Give them a Stellar Experience