Frequently asked questions
Everything in one place. If your question isn't here, reach out at support@hookdoc.app.
About the product
- Do reviewers need to sign up?
- No. They click the link and start reviewing. Nothing to install, no account to create.
- Does HookDoc modify the original PDF?
- No. HookDoc reads the uploaded file once to render page images, then stores the rendered pages separately. Your original file is never modified or re-saved.
- Can reviewers comment on a specific sentence or image?
- Yes. They drag to select a region on the page and leave a question or note in 280 characters. Replies stay tied to that exact region, so context doesn't get lost in email threads.
- My PDFs are confidential. Is this safe?
- Links are private and you control expiration. Download permission is off by default and toggled per link. Your original file is never modified — HookDoc only reads it to render page images.
- Can I use PDFs from Figma, Canva, or Google Slides?
- Yes. HookDoc reads any standard PDF. You don't change your authoring flow.
- What if reviewers never leave comments?
- HookDoc still shows which reviewer sessions engaged, which pages drew attention, and the review outcome they left on exit. Signals land even without a single comment.
- I already use DocuSign or a proposal builder. Does HookDoc replace that?
- No. Those handle sending contracts and authoring proposals. HookDoc is for the review window between "sent" and "decided" — the part that stays invisible today.
Billing & pricing
- Is HookDoc really free?
- Yes, during beta. The Free plan will stay free after launch. Beta users get Pro plan free for their first year when paid plans launch.
- What counts as an "active document"?
- A document is "active" while its share link is not revoked and the document itself is not archived or deleted. On the Free tier you can have three documents active at a time — archiving one frees up a slot.
- When does the beta end?
- No fixed date. We announce 60 days in advance before beta closes, so you have time to choose a paid plan or export your data. Beta users get Pro plan free for their first year automatically.
- Do I need a credit card during beta?
- No. Beta accounts require only Google sign-in.
- Can I cancel anytime?
- Yes. Paid plans are month-to-month by default. Cancellations take effect at the end of your billing cycle.
- Do you offer annual discounts?
- Yes. Annual billing saves 15% on Pro and Team plans when paid plans launch.
- Refund policy?
- 30-day money-back guarantee on your first paid plan.
- What happens to my documents if I downgrade to Free?
- Your documents are kept, but only three stay active. Older ones move to archive automatically. Archived documents keep their comments and signals — you can restore them if you upgrade later.
For agencies
- Can multiple account managers share review links for the same document?
- Yes. On the Team plan, your workspace is shared across seats. Any AM can create review links, view overview, and act on signals for documents uploaded by anyone in the workspace.
- Do clients see which person on my team left a comment?
- Not unless you choose to show it. Sender-side comments can be shown as "Your agency" or by the specific AM's name. This is a workspace setting.
- Can we add our logo to review links?
- Custom branding is planned for paid plans. Beta users get early access.
- White-label option?
- Reach out — white-label is possible on a custom plan with volume commitment.
For consultants
- Do I have to use HookDoc for every proposal?
- No. Upload selectively — use HookDoc for proposals where follow-up timing matters. Short quotes or internal docs can stay as regular PDFs.
- What if the client forwards the link to colleagues?
- That's fine and expected. Anyone with the link can open it. HookDoc tracks each session separately, so if the client forwards it to two colleagues, you'll see three sessions with separate engagement and outcome signals for each.
- Do I need to disclose that I'm tracking the proposal?
- Ethically, yes — and it's usually easy to frame positively. Most consultants tell clients: "I sent the proposal through a shareable link so I can tell what you've had a chance to review before our next conversation." Transparency keeps trust intact.
For founder-led sales
- Does HookDoc integrate with HubSpot, Pipedrive, or Salesforce?
- Not yet — CRM integrations are planned for v1. During beta, HookDoc is a standalone layer. You can paste outcomes into CRM notes manually if you already use one, and export activity data from the overview.
- Can I see engagement across my whole pipeline at once?
- Yes, at the workspace level. Your overview shows every document's activity side by side. On the Team plan, a co-founder or first AE sees the same workspace, so anyone on your team can pick up context on any deal.
- Is this for closed-won deals or still-early-stage ones?
- Still-early-stage. HookDoc covers the blind follow-up phase between sending the proposal and hearing back. For contract signing, you'd use something like DocuSign after the deal is won.