# PaperLink

> PaperLink is a secure document sharing and analytics platform. Share documents via protected links, track who views them with page-by-page analytics, and manage invoices and accounting - all in one platform. The modern DocSend alternative with built-in invoicing, data rooms, multi-currency accounting, MCP server for AI agents, and affiliate program. Available in 7 languages.

## Overview

- [Homepage](https://paperlink.online): Platform introduction with features and sign-up
- [Features](https://paperlink.online/features): How document analytics and secure sharing work
- [Pricing](https://paperlink.online/pricing): 8 plans across 3 product lines with regional pricing
- [Blog](https://paperlink.online/blog): Guides, tutorials, comparisons, and product updates
- [Help Center](https://paperlink.online/help): How-to guides, FAQ, troubleshooting
- [Affiliate Program](https://paperlink.online/affiliate): Earn 50% commission for 12 months
- [App](https://app.paperlink.online): Sign in or create a free account (Google OAuth)
- [MCP Server](https://mcp.paperlink.online): AI agent integration with 116+ tools

## Document Sharing & Analytics

Core product. Upload PDFs, generate secure sharing links, and track viewer engagement in real time.

**Access controls per link:**

- Password protection (bcrypt-encrypted)
- Email verification - viewers must enter email before access
- Require login - viewers must authenticate via Google OAuth
- Allowed email - restrict link to one specific email address
- Link expiration - automatic expiration date
- Allow/disable download - control PDF downloads
- NDA/Agreement - require signed agreement before viewing (verified or anonymous signatures)
- Welcome message - display a custom message before the document opens
- Custom domains - white-label URLs on your own domain (e.g., docs.company.com/proposal)
- Custom link slugs - memorable URLs (e.g., /pitch-deck-2026)
- Link deactivation - revoke access instantly

**Analytics (dual CQRS pipeline):**

- PostgreSQL (Neon): Session tracking - viewer email, country, device, browser, total duration, download events
- Tinybird (ClickHouse): Page-level analytics - time per page, page heatmap, daily view trends, top viewers, per-viewer per-page engagement, completion rate
- Real-time tracking via Beacon API (works on tab close, iOS Safari compatible)
- Tab visibility detection - timer stops when viewer switches tabs or minimizes browser

**Document management:**

- Active/Archived tabs for organizing documents
- Multi-filter sidebar (status, company, client, date range)
- Kanban board with drag-and-drop status management

## Data Rooms

Virtual data rooms for M&A, fundraising, and due diligence. Organize documents in nested folder hierarchies and share entire collections via a single link.

- Unlimited nested folder structure
- Folder-level sharing links with all access controls
- Per-file permissions within shared folders
- NDA requirement before access (on any link, not just data rooms)
- View history and engagement analytics per file and folder
- Drag-and-drop file organization

## Teams & Collaboration

Multi-tenant workspace with role-based access control.

- 4 roles: Owner > Admin > Manager > Member
- Email invitations with team role assignment
- Multiple teams per user (switch between workspaces)
- Team logo and branding
- Notification center for invitation management (accept/decline)

## Invoicing & Estimates

Professional billing with Kanban workflow and PDF generation.

- Invoice lifecycle: Draft > Sent > Viewed > Overdue > Paid
- Estimate lifecycle: Draft > Sent > Viewed > Rejected > Accepted
- Custom statuses per team (Kanban board with drag-and-drop)
- 150+ currencies with real-time exchange rates
- Line items from product catalog or custom entries (name, quantity, price, tax, unit of measure)
- Discounts - fixed amount or percentage
- PDF generation via React PDF (cached in cloud storage)
- Estimate-to-invoice conversion (copies everything, bidirectional link)
- Payment tracking: paidAmount, paymentStatus (Unpaid > Partial > Paid)
- Client (recipient) + Company (issuer) with full banking and tax details
- Public shareable PDF links

## Accounting & Finance

Multi-currency financial management with analytics dashboard.

- Financial account types: Bank, Cash, PayPal, E-Wallet, Crypto, Investment, Loan, Other
- Transaction types: Income, Expense, Transfer
- Recurring transactions with automated scheduling (daily, weekly, monthly, yearly)
- Invoice payment recording - creates income transaction, auto-updates invoice payment status
- Multi-currency transfers with exchange rate tracking
- 3-level category hierarchy (Income/Expense with subcategories)
- System categories with i18n support + custom team categories
- Dashboard: KPI cards (income, expenses, net profit, trends), time-series charts, category donut chart
- Filters: date range, currency, account, category, scope (team/personal/all)

## MCP Server (AI Integration)

PaperLink provides an MCP (Model Context Protocol) server at mcp.paperlink.online with 116+ tools for AI agents and assistants.

- OAuth 2.1 authentication with 24 granular scopes
- Tools for: documents, links, analytics, invoices, estimates, clients, companies, products, financial accounts, transactions, categories, folders, team management
- Works with Claude, ChatGPT, and any MCP-compatible AI agent
- Listed on Anthropic MCP Registry and mcp.so

## Referral / Affiliate Program

Earn 50% of every payment made by a referred customer, for up to 12 months.

- 50% recurring commission on all billing cycles (monthly and annual)
- 12-month cookie window
- Real-time dashboard: clicks, sign-ups, trials, paid conversions, earned commissions
- Per-link UTM tracking (source, medium, campaign, content, term)
- USDT (TRC-20) payouts within 30 days, minimum 50 USDT
- OWNER/ADMIN/MANAGER can create referral links
- Full terms at [paperlink.online/affiliate](https://paperlink.online/affiliate#terms)

## Pricing

Prices are displayed in local currency based on visitor's region. See [Pricing](https://paperlink.online/pricing) for regional prices, or fetch live pricing data from the API:

`GET https://app.paperlink.online/api/public/prices?region={code}&lang={locale}`
- `region`: US, UA, EU, GB, CA, MX (default: US)
- `lang`: en, uk, es, de, fr, el, ar (default: en)
- Returns: JSON with plan names, prices in local currency, and feature limits

**Document Sharing (base USD):**
- **Free** - $0: 50 files, 1 folder, 1 team member, all sharing controls, page-by-page analytics
- **Pro** - $24/mo: 100 files, unlimited folders, custom slugs, bulk email (50)
- **Business** - $59/mo: 1,000 files, 3 team members, 1 custom domain, bulk email (100)

**Data Rooms** (coming soon): Data Rooms, Data Rooms Plus, Data Rooms Premium - prices TBD

**Accounting (base USD):**
- **Personal** - $4.99/mo: unlimited personal transactions, 10 team transactions/month
- **Self-Employed** - $6.99/mo: unlimited personal transactions, 100 team transactions/month

Annual billing saves ~17%. All paid plans include a 7-day free trial. No credit card required.

## Use Cases

- **Sales Teams**: Share proposals, track prospect engagement page by page, follow up at the right time
- **Startup Fundraising**: Send pitch decks with full engagement tracking, know which investors read which slides
- **M&A Due Diligence**: Secure data rooms with NDA requirement, complete view history for compliance
- **Law Firms**: Password-protected document sharing with audit trails
- **Consultants**: Send deliverables with analytics, prove value with time-spent metrics
- **Freelancers**: Share proposals, invoice clients, track payments - all in one platform
- **HR Compliance**: Track employee policy reading with page-level analytics - prove genuine reading for ISO 27001, SOC 2, NIS2, GDPR audits. Tab visibility detection stops the timer when employees switch away. Direct integration with PeopleForce, Zoho People, BambooHR
- **Construction Safety**: Toolbox talks, safety inductions, permit-to-work documents with reading verification and audit-ready reports for OSHA compliance

## Competitors

PaperLink is an alternative to:

- **DocSend** (Dropbox): PaperLink offers a free plan, custom domains, built-in invoicing, MCP server for AI, and more affordable pricing
- **Papermark**: Both offer document analytics and data rooms. PaperLink adds invoicing, accounting, multi-currency support, and MCP integration
- **Google Drive**: PaperLink provides granular access controls, page-level analytics, and NDA requirements that Google Drive lacks
- **PowerDMS**: For policy management, PaperLink provides page-level reading analytics (not just checkbox acknowledgement) with HR system integration

## Links

- [Homepage](https://paperlink.online): Landing page
- [Features](https://paperlink.online/features): Feature details
- [Pricing](https://paperlink.online/pricing): Plans and pricing
- [Blog](https://paperlink.online/blog): Articles and guides
- [Blog RSS](https://paperlink.online/blog/rss.xml): RSS feed
- [Help Center](https://paperlink.online/help): Guides and FAQ
- [Affiliate Program](https://paperlink.online/affiliate): Earn 50% commission
- [App](https://app.paperlink.online): Sign in or sign up
- [MCP Server](https://mcp.paperlink.online): AI agent integration
- [Privacy Policy](https://paperlink.online/privacy): Data handling
- [Terms of Service](https://paperlink.online/terms): Legal terms
- [Cookie Policy](https://paperlink.online/cookies): Cookie usage
- [Legal](https://paperlink.online/legal): Legal information

## Contact

- Website: [paperlink.online](https://paperlink.online)
- Email: info@codestreamly.com
- App: [app.paperlink.online](https://app.paperlink.online)

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Last updated: April 2026