WhaleDocs
Document Intelligence Platform

Know who opens.
Know who signs.
Control the deal.

Replaces file sharing with real-time page heatmaps, recipient watermarking, and built-in eSignatures inside one live link.

Real-Time Page Heatmaps
Zero-Leak Watermarking
Legally Binding eSignatures
1-Click Access Revocation
WHALEDOCS
Step 1: Secure Rules Active

One link. The
whole deal.

Secure send · Read proof · Signatures · Data Room

1

Secure the link with passwords, expiry, watermark, and domain rules.

Passcode enforced · Expiry 7 days · Watermarked
2

See opens, returns, and page-level reading signals as they happen in real time.

3

Place fields, route signers, and complete the transaction on the same link.

HOW WHALEDOCS WORKS · STEP-BY-STEP PROCESS

From Upload to Signature
in 4 Simple Steps.

Send, read, sign, and organize around one intelligent link — replacing fragmented email attachments and separate eSignature platforms.

STEP 01 · SECURE & SEND

Set security rules before sending.

Control who opens the link, when it expires, and what happens next. Eliminate security blind spots before your file leaves your browser.

  • Passcode protection & email domain restrictions
  • Dynamic watermarking with recipient email & IP
  • Disable downloading and printing per recipient
whaledocs.com/q3-proposalLive Link Active
Password protection
Required
Link expiration
In 7 days
Allowed domain filter
@acme-corp.com
STEP 02 · TRACK LIVE READING

See what earned attention in real time.

Track page-level reading signals, total time spent per section, and return visits in real time while your deal is moving.

  • Instant push notification on first document view
  • Slide-by-slide heatmap engagement tracking
  • Detect return visits to key pricing slides
p.1
0:48
p.2
0:31
p.3
3x1:12
STEP 03 · SIGN & COMPLETE

Complete the transaction in-link.

Place signature fields, assign signers, and close the deal right inside the document link. No context switching or external eSign apps required.

  • Legally binding eSignatures (ESIGN & eIDAS compliant)
  • Automated signer routing and completion certificates
  • Audit trail with IP timestamps & SHA-256 hashes
Signatures CollectedCompleted 2m ago
AA

Asim Ahmed

Signed via verified link

Signed ✓
STEP 04 · DATA ROOM VAULT

Build your deal space & data room.

Group pitch decks, financial models, and legal contracts into structured data rooms. Control team access and track overall room activity.

  • Multi-file virtual data rooms with custom branding
  • Granular permission levels for internal & external teams
  • Comprehensive account-level engagement dashboard
Series A Data Room4 Confidential Files
Executive Summary 2026.pdfActive
Financial Model Q3.xlsxActive
Simple, Transparent Pricing

Start free, then scale
your document workflow.

No hidden fees. Every plan includes secure link creation, page-level tracking, and eSignatures.

Free

For individuals starting out with secure links.

$0forever
Active LinksUp to 5
  • 5 Active Document Links
  • Basic Page View Analytics
  • Standard Passcode Protection
  • 1 GB Storage

Growth

For founders & sales reps closing deals.

$15/ month
Active Links50 Links / mo
  • 50 Active Links per Month
  • Real-Time Heatmap Analytics
  • Custom Recipient Watermarking
  • Built-in eSignatures (10/mo)
  • Custom Branding & Logo
Most Popular

Pro Team

For scaling revenue & investment teams.

$39/ user / mo
Active LinksUnlimited
  • Unlimited Active Links
  • Unlimited eSignatures
  • Virtual Data Room Spaces
  • 1-Click Access Revocation
  • CRM Integration (HubSpot, Salesforce)
  • Granular Team Permissions

Enterprise

For large organizations requiring SLA & SAML SSO.

Custom
Security SLA99.99% Uptime
  • SAML SSO & SCIM Provisioning
  • Dedicated Audit Logs & Compliance
  • Custom Legal Agreement Templates
  • Dedicated Customer Success Manager
🛡️ SOC2 Type II Certified🔒 256-Bit TLS Encryption⚡ 14-Day Money-Back Guarantee
Customer Stories

Loved by modern teams

Real outcomes from companies using WhaleDocs to close deals and protect documents.

3 weeks faster

“We closed our Series A 3 weeks faster because we knew exactly which slides VCs were reading. WhaleDocs gave us insights no pitch coach could.”

M

Marcus Rivera

Co-Founder & CEO · Luminary AI

400 NDAs / month

“Our legal team processes 400+ NDAs a month. Before WhaleDocs, it was chaos. Now every document is tracked, signed, and logged automatically.”

S

Sarah Okafor

General Counsel · Nexus Capital

$2M deal closed

“I sent a proposal to a Fortune 500 client and watched them spend 14 minutes on our pricing page. Called them right after. Closed a $2M deal.”

J

James Park

VP of Sales · Altura SaaS

3 tools replaced

“The virtual data room feature replaced three tools we were paying for. Our M&A due diligence is 10x more organized.”

P

Priya Nair

CFO · BridgeTech Group

Zero leaks since

“Dynamic watermarks changed the game for us. One of our confidential documents leaked last year. With WhaleDocs, we know every viewer.”

D

David Osei

Head of Operations · Sterling Ventures

100% team adoption

“WhaleDocs is the only tool where 100% of our team actually uses it. The UX is exceptional. Even our most non-technical partners love it.”

E

Emily Zhang

Managing Director · Eastwood & Partners

Frequently Asked Questions

Have questions? We have answers.

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