Slydeck

Slydeck is a proposal and document tracking platform offered by Slydeck.io. According to the vendor, Slydeck aims to assist businesses in gaining deeper insights into customer engagement and improving the overall customer experience. It allows users to easily share proposals, quotes, and policies, and track how prospects engage with them to identify their interests and plan follow-up conversations. The software is specifically targeted at small to medium-sized businesses in industries such as insurance agencies, accounting firms, auto dealerships, general contractors, homeowner insurance agencies, independent insurance agents, digital marketing agencies, and online service providers.

Key Features

Drag and Drop: According to the vendor, users can easily upload files by dragging and dropping them into the Slydeck platform.

Shareable Links: The vendor states that Slydeck provides users with the option to copy or share links to their files, allowing for easy sharing via various communication platforms such as email, text, WhatsApp, and more.

Document Insights: According to the vendor, users can track how their prospects engage with their proposals and documents, gaining insights into which sections or pages are of interest to them.

Viewer Response: Slydeck captures reader feedback, providing users with valuable information to help them plan their follow-up conversations with potential clients, as claimed by the vendor.

Tracking Dashboard: According to the vendor, Slydeck offers a tracking dashboard that allows users to monitor file views, page views, and forwards, providing them with a comprehensive overview of prospect engagement.

Secure File Viewer: Slydeck provides a secure file viewer, ensuring the confidentiality of the shared documents, as claimed by the vendor.

Real-Time Notifications: According to the vendor, users receive real-time notifications when their prospects engage with their files, allowing for timely follow-up actions.

Aggregate Dashboard: The vendor states that Slydeck offers an aggregate dashboard that consolidates data from multiple files, providing users with a centralized view of their prospect engagement.

Branded Links: Users can customize their shared links with their own branding, ensuring a consistent and professional look, according to the vendor.

White Label File Viewer: Slydeck offers a white-label file viewer, allowing users to present their documents with their own branding and design, as claimed by the vendor.