Share Sales Pitch Decks with Controlled Access

For sales decks, control after sending is as important as content quality.

Recommended sales deck policy

• Download: off
• Expiry: aligned to offer window
• Open limit: medium
• Watermark: on for pricing-sensitive proposals

Workflow

1. Upload final pitch deck.
2. Apply sales preset policy.
3. Share with intended decision group only.
4. Review open statistics before follow-up.
5. Disable link after cycle ends.

Final takeaway

Controlled deck sharing protects negotiation context and reduces uncontrolled forwarding risk.