Upcoach ◆
Upcoach is an all-in-one coaching platform to build, sell, and run programs with client management, scheduling, and payments.
from $49/mo
About Attach
What is Attach?
Attach is a document tracking and engagement platform that tells you exactly what happens to your files after you hit send. It notifies you when a prospect opens a document, which pages they view, and if they forward it to someone else. This turns static PDFs and pitch decks into actionable lead intelligence.
Who uses it and why?
Sales reps use it to tailor follow-ups based on real reading behavior. Marketers use it to gauge which content drives intent. Startups send pitch decks and prioritize investors who actually read them. Sales leaders get team-wide analytics on content effectiveness. It is not for teams that need a full CRM or email marketing automation — it is a focused document intelligence layer that plugs into your existing stack.
How it solves real problems
Instead of wondering if a prospect saw your proposal, Attach gives you real-time notifications, page-level engagement data, and lead insights (viewer name, company, time spent). You can also update or revoke documents after sending, password-protect files, and set expiry dates. A Gmail Chrome extension keeps tracking inside your workflow, and integrations with Dropbox, Box, Google Drive, and Microsoft OneDrive make uploading frictionless.
Key features
- Real-time Notifications — Know instantly when a document is opened, and see second-by-second engagement.
- Lead Insights — Capture who viewed your document, what they read, how long they spent, and who they forwarded it to.
- Gmail Chrome Extension — Send tracked documents directly from Gmail without leaving your inbox.
- Security & Control — Password protect, revoke access, set expiry dates, and restrict downloads for any document.
- Reminders — Get reminded if a document hasn’t been opened, and nudge prospects automatically.
- Upload From Cloud — Pull files from Dropbox, Box, Google Drive, and Microsoft OneDrive seamlessly.
- Salesforce Integration — Send viewer engagement data directly to Salesforce CRM for pipeline scoring.
SaaSpartout Score
7.4
/10
Editorial score from our review methodology — not user ratings.
Attach Pricing
Attach pricing: from $0/mo.
Free Trial (14 days)
Full feature access for 14 days. No credit card required. Start exploring document tracking, lead insights, and security controls immediately.
Starter Plan
Includes document tracking, real-time notifications, Gmail extension, and cloud integrations. Best for individual sales reps.
Professional Plan
Adds Salesforce sync, audience intelligence, and advanced analytics. Best for small sales teams.
Enterprise Plan
Custom pricing with content hub, team analytics, admin controls, and priority support. Best for larger organizations.
Frequently asked questions
Is Attach free for individuals?
Attach offers a 14-day free trial with no credit card required. After that, pricing starts at a paid plan — exact amounts are not listed on the public pricing page, but a free trial is available.
How does Attach track document engagement?
Attach embeds a tracking pixel and link in your documents. When a recipient opens, scrolls, or forwards the file, Attach logs the event, including viewer identity, time spent per page, and device.
What integrations does Attach support?
Attach natively integrates with Gmail (via Chrome extension), Salesforce CRM, Dropbox, Box, Google Drive, and Microsoft OneDrive for document uploads from cloud storage.
Who is Attach best for?
It is ideal for sales reps, marketers, startups sending pitch decks, and sales leaders who need to prioritize hot leads based on actual content interaction.
What are top alternatives to Attach?
Common alternatives include DocSend, PandaDoc (document analytics tier), and Cirrus Insight for Salesforce-native tracking. Each differs in CRM depth, pricing, and security controls.
Can I revoke access to a document after sending?
Yes. Attach lets you revoke access, set expiry dates, password-protect, and restrict downloads on any document even after it has been sent.
