For B2B sales teams sharing proposals, pricing decks, SOWs, case studies, and product documentation with prospects. Turn every share into a signal — see exactly which pages your prospect read, how long they spent, and who else at their company opened the room.

Why Peony for Sales

Peony turns every shared proposal into a sales intelligence signal. Unlike email attachments or Google Drive links, Peony shows which pages each prospect read, how long they spent, when they came back, and who else at their company opened the room. This is page-level analytics, not just "opened" or "not opened."

Peony data rooms are live in under 5 minutes with no vendor onboarding. Upload a proposal, turn on email verification, copy the link, paste it into your outreach email. Enterprise "digital sales room" platforms like Highspot or Seismic require multi-week implementations and five-figure annual contracts. Creating a data room requires the Business plan or above.

Peony's AI Q&A lets prospects ask questions directly against your proposal documents and get cited answers with page numbers. A prospect can ask "what's included in the enterprise tier?" and get the answer pulled from your pricing PDF — reducing friction and follow-up emails.

Viewers are free and unlimited on every Peony plan. Share proposals with 200 prospects in a quarter without paying per-recipient. Business costs $30 per admin/month regardless of prospect volume — you pay for admin seats, never for the prospects who view your rooms.

Peony's API connects data room analytics to your CRM (Deal Team tier, $64/admin/month). Push viewer activity, NDA signatures, and engagement signals into Salesforce or HubSpot so your team sees buyer intent without logging into a separate tool.

Why a Data Room for Sales

Email attachments are black holes. You hit send and hope. A Peony data room tells you:

Did they open it? Instant notification when the prospect clicks the link.
What did they focus on? Page-level dwell time shows whether they read the pricing section or skipped straight to the case study.
Who else looked? If your champion forwarded it to their CFO, you'll see that second viewer show up in analytics — even if nobody told you.
When did they come back? A prospect reopening your proposal at 11pm on a Sunday is a Monday-morning follow-up, not a Thursday check-in.

Quick Setup

Click Create data room (or Create new data room in the upload flow) per deal or per prospect. Name it something they'll recognize — "Acme Co — Q2 Proposal." Creating a data room requires the Business plan or above.
Upload your materials. Proposal PDF, pricing breakdown, case studies, product one-pager, demo recording. Folder structure is preserved.
Create one link per prospect. This gives you per-prospect analytics and lets you revoke one without affecting others. Open the Permissions tab, add a group, and set who gets access in the Visitors step.
Turn on email verification so every view is tied to a real email — you'll know exactly who at their company opened it. In the group's Visitors step, choose the Email access mode and require email verification (Business plan and above).
Optional: add a dynamic watermark and Screenshot protection for sensitive pricing or competitive intel. Both live on the group's Document permissions step. Dynamic watermark requires the Data Room plan; Screenshot protection is available on Business, with the Advanced (Screenshield) mode on the Data Room plan.
Send the link in your outreach email, LinkedIn message, or CRM sequence.

Reading the Signals

Open the Analytics tab after sharing. The patterns that matter:

Prospect spent 6 minutes on pricing, 30 seconds on everything else. They're comparing you to a competitor. Lead with value, not features, on the next call.
Prospect opened the proposal 4 times in 3 days. High intent. Call now.
A second viewer appeared from the same company domain. Your champion is selling internally. Send them ammunition — a one-pager or ROI calculator they can forward.
Prospect opened the case study but not the SOW. They need social proof before committing. Follow up with a reference call, not a contract.
Zero opens after 3 days. Re-send with a different subject line, or the deal is cold.

Updating Materials Mid-Deal

Upload a revised proposal or updated pricing to the same room. The prospect's existing link still works — they see the new version immediately. No need to re-send a link or chase down old attachments.

Version history stays in the room. You can see whether the prospect viewed the old version, the new one, or both.

Multi-Stakeholder Deals

For enterprise deals with multiple decision-makers:

One link per stakeholder — separate analytics for the champion, the CFO, and procurement.
Different materials per link — show the technical appendix to the CTO's link but not the CFO's.
NDA gate for sensitive pricing — require the prospect to acknowledge confidentiality before seeing your margin structure.

Recommended Security Stack

Email verification (Business) — know exactly who opened it. Choose Email access mode in the group's Visitors step.
Dynamic watermark (Data Room) — prospect's details on every page (deters sharing with competitors). Renders as a four-line overlay; use Customize watermark to change what it shows.
Allow downloads off (Business) — keep materials in the room where you control access. The Allow downloads toggle is on by default; turn it off to prevent downloads.
Screenshot protection (Business) — for competitive pricing or sensitive terms. The Advanced mode (Screenshield, Data Room plan) reduces the viewable area by design as an extra deterrent and is desktop-optimized.

Each control lives on the group's Document permissions step in the Permissions tab, except access mode, which is on the Visitors step. For early-stage prospecting (cold outreach), skip the NDA — friction kills conversion. For shortlisted deals with sensitive pricing, add an NDA gate, a watermark, and turn downloads off.

Common Mistakes

Attaching the PDF to the email. You lose all analytics the moment it leaves your inbox. Link to the room instead.
One room for all prospects. You lose per-prospect analytics and risk one prospect seeing another's activity. One room or one link per prospect.
Overloading the room. A prospect doesn't need 40 files. Curate: proposal, pricing, 1-2 relevant case studies, product overview. Less is more.
Not checking analytics before the follow-up call. The whole point is knowing what they read. Check before you dial.

Common Questions

Can I share and track a single PDF without building a folder-style data room?

Yes. A single-file share-and-track works — upload one PDF, create a link, and you get the same page-level analytics and access controls as a full room. Many teams use Peony this way for a standalone proposal or one-pager. This use case is covered on the Business plan and above.

Which plan do I need to share sales proposals?

Creating a data room requires the Business plan ($30 per admin/month) or above. Business covers email verification, turning downloads off, and Screenshot protection. Dynamic watermarks and the Advanced (Screenshield) screenshot mode require the Data Room plan ($52 per admin/month). Pushing analytics into your CRM via the API is a Deal Team feature ($64 per admin/month, minimum 4 admins).

A prospect said their email verification code didn't arrive. What now?

Ask them to check spam and confirm they entered the same email you added to the group's access list. Corporate mail filters (such as Microsoft 365 Defender) sometimes quarantine verification emails. If it still doesn't arrive, send us the email address and the room link and we'll investigate.

Page-Level Analytics: Who Read What
Dynamic Watermarks: Setup and Limits
Share a Data Room Link
APIs & SDKs — push analytics into your CRM