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Description
OnboardHive serves as a comprehensive client onboarding solution tailored for agencies, consultants, and B2B service firms. It provides each client with a single, private magic link that streamlines two essential functions, effectively replacing the cumbersome five-tool setup that many small agencies assemble immediately after a deal is finalized.
The first phase involves the proposal process, where you can publish various versions (like v1, v2, v3) directly to the client's link. OnboardHive meticulously tracks every interaction, monitoring metrics such as each time the link is opened, the duration of the active read measured in ten-second intervals while the tab remains visible, and sending alerts when a previously inactive client returns. This return is a critical buying signal that often goes unnoticed by many teams. Clients can easily accept or decline proposals within the link itself—eliminating the need for logins, accounts, or lost PDFs amidst email exchanges.
Once the client approves the proposal, the link transforms seamlessly into a branded onboarding portal, allowing for a smooth transition without the need to resend information or reiterate explanations. This second phase addresses the critical onboarding step that many other tools fail to adequately cover, ensuring a cohesive client experience from proposal to onboarding. In doing so, OnboardHive not only simplifies the process but also enhances client engagement and satisfaction significantly.
Description
You just emailed a proposal or pitch deck. Did the decision-maker actually read it, and when should you follow up? PDFTrackr answers both.
Any PDF becomes a secure tracked link reporting who opened it, the time spent on each page and the page where reading stopped. Email scanners, link-preview bots and crawlers are classified and excluded from the counts, and the tool shows what it excluded, so no follow-up is spent on a mail server.
Signals then flag who returned for a second look and who merits a call, a per-recipient verdict states whether one named person read the file, and alerts arrive on first open and on return with an emailed Reading Report.
Access is set per person: allow lists, block lists and six-digit email verification, plus passwords, expiry, download control, watermarking and virus scanning.
Free: 500MB, 50 files, full analytics, 12-month history, no card. Pro: $9/month or $84/year, free for 14 days on every new account.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Free: $0 - 500MB storage, 50 files, 50 share links, 50MB/file, full page-by-page analytics, 12-month history, no credit card. Pro: $9/month or $84/year - 10GB, 500 files, unlimited links, 250MB/file, 24-month history, Signals, per-recipient verdicts, open and return-visit alerts, Reading Reports, allow/block lists, verified viewer email, CSV export, bulk personalized links, watermarking, folders, versioning. Every new account includes 14 days of Pro free, no card; when it ends the account moves to the free plan instead of losing access.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
OnboardHive
Founded
2026
Country
India
Website
onboardhive.com
Vendor Details
Company Name
PDFTrackr
Founded
2025
Country
Poland
Website
pdftrackr.com
Product Features
Product Features
Annotations
No
Convert to PDF
No
Digital Signature
No
Encryption
No
Merge / Append
No
PDF Reader
Yes
Watermarking
Yes