Franchising

Franchise documents that show you which candidates are serious

Share disclosure documents, financials and operations manuals with franchise candidates as a secure link or data room. Candidates sign your NDA online and you see who read which pages.

Lead scoring from reading

Candidates who read the financials and the territory section twice are the ones to call.

NDA before the manual

Click-to-sign NDA with e-mail verification and a PDF record before your operations manual opens.

Watermarked manuals

Every page carries the reader's e-mail, so a leaked page shows its source.

Always the latest version

Update a document once – every candidate sees the new version through the same link.

Access that ends

Set an expiry date or revoke access when a candidate drops out.

Alerts

E-mail or Slack the moment a candidate opens your documents.

How it works
1. Upload your documents

Disclosure document, financials, manual – PDF, Word or PowerPoint.

2. Share with candidates

A tracked link per candidate or a data room with NDA before access.

3. Follow the interest

See time per page and follow up with candidates who engage.

Tracked links are part of every plan (Pro $39 per team per month); data rooms with NDA are in Unlimited and the 3-day trial. Plans & pricing

FAQ

Franchising – questions

Is a franchise disclosure document confidential?

Disclosure documents are given to candidates before they sign, while operations manuals and detailed financials are usually confidential – HelpRange lets you share the first openly and the rest behind an NDA.

Can candidates download the documents?

Only if you allow it. By default they read online, with a watermark on every page.

Does it replace my franchise CRM?

No – it adds document tracking. Alerts can go to Slack, Zapier or Make to update your CRM.

Try it on your own documents

3-day free trial, then a free plan. No credit card required.

Start free trial