Know when the buyer opens your proposal, and which page they stopped on
Field sales runs on two moments: the meeting and the follow-up. SwfTap handles both. Your card shares your details with a tap, and your proposal goes out as a tracked link that tells you when it's being read.
Free plan, no card required.
Proposal opened
Pricing page read for 2m 40s
Downloaded
Q3-price-list.pdf
Example data
The problem
You send the quote, then you wait
A good meeting ends with a promise to send the proposal. You email a PDF, it disappears into an inbox, and your follow-up call lands either too early or after a competitor has already been in.
Meanwhile the price list attached to last quarter's email is still being forwarded around the buyer's office, with last quarter's prices on it.
How SwfTap solves it
What you'll use, in plain language
- Cards work on every plan; card links on Team
Your card in a tap
An NFC card opens your profile on the buyer's phone with your product range, a demo booking button and your direct line.
NFC cards and tags → - Pro and Team
Proposals as a link
Send documents behind a password and an expiry date. When the quote expires, so does the link.
Secure Share → - Pro and Team
Open alerts and read depth
Get alerted when the buyer opens the share, and see which pages they read and for how long. Call when they're on the pricing page.
Open alerts and read depth → - 1 on Starter, 25 on Pro, unlimited on Team
Know if your email was opened
For a plain email that doesn't need a Secure Share link, paste a tracking pixel into the template and see how many people opened it, and when.
Tracking pixels → - Pro and Team
Signed without the printer
Send the order form or agreement for e-signature from the same document and track every signer.
E-signature → - All plans
Capture enquiries
A request-a-quote form on your profile sends every enquiry to Leads, ready to export in your CRM's own import format.
Lead capture forms → - All plans
Your card on every video call
A Zoom or Teams background with your name and a QR code, so a remote buyer can save your details mid-call.
Video call background →
A real template
Start from Sales Rep
The Sales Rep template leads with a confident portrait, then buttons for a product demo and a quote, and product cards for your range, each with its own photo.
Apply it and every block stays editable. Your own photo replaces the sample portrait, and the sample links are cleared so nothing points at someone else's business.
Also a good fit
How to set it up
4 steps to set it up
Step one is the quick part: pick a template, add your photo and publish. The rest can wait until you need it.
- 1
Set up your profile
Start from Sales Rep, add your range as product cards and a demo booking button.
Choose a template
24 templatesSales Rep
Consultant
+ 22 moreUse Sales RepExample data - 2
Order your NFC card
Order a card from NFC Tags in your account and link it to your profile. Point it somewhere else whenever you change role.
SwfTapTap to connectExample data - 3
Send proposals as a Secure Share
Upload the PDF, add a password and an expiry, and send the link instead of an attachment.
New secure share
PDFVeritas-proposal-Q4.pdf12 pages · 2.4 MB- Password
- ••••••••
- Expires
- In 14 days
- Alert me when it's opened
swftap.com/share/k7Qm2xRpCopy linkExample data - 4
Follow up at the right time
You'll see the moment it's opened and which pages were read. Send the agreement for e-signature when they're ready.
1 of 3 signedSignature request
Veritas-proposal-Q4.pdf
- Dr Hannah LeeToday 10:42amSigned
- Mark BensonCode confirmedViewed
- YouSigns lastWaiting
Example data
Questions about SwfTap for sales and field reps
More answers in the help centre, or see pricing.
Other ways people use SwfTap
All use cases →
Set up SwfTap for sales and field reps today
Free plan, no card required. Upgrade when you need more.