SendNow

SendNow helps financial professionals share sensitive documents with control and clarity. Share pitch decks, proposals, reports, spreadsheets, and other files through trackable links to learn who opened them, what pages they engaged with, and when follow-up is most timely.

With page-by-page analytics and real-time alerts, you get visibility into viewer behavior across documents, including return visits and time spent per section. Bundle related materials into a branded, secure deal room (microsite) so recipients can review everything in one place.

Security and document controls are designed for real deal workflows, including password protection, email verification, NDA gates, link expiration, download blocking, screenshot protection, dynamic watermarks, and audit logs exportable as CSV. Branded links and custom domains help keep the experience consistent for external recipients.

What can I share with SendNow?

You can share common file types such as PDFs, Word documents, Excel spreadsheets, CSV files, PowerPoint presentations, images, and videos via trackable links.

How does SendNow help me understand engagement?

SendNow provides document and page-by-page analytics, including opens, time spent, pages read, return visits, and real-time notifications when a document is opened.

Can I require an NDA before someone views sensitive documents?

Yes. You can gate access with an NDA agreement, track who signed and when, and revoke access if needed.

What security controls are available for access and sharing?

Access controls include password protection, email verification, link expiration, download blocking, screenshot blocking, dynamic viewer-specific watermarks, and audit logs.

What is a virtual data room / deal room in SendNow?

It’s a branded, secure space where you bundle multiple documents into a single deal room behind one link for easier review and consistent tracking.

Can I receive notifications when documents are opened?

Yes. SendNow supports real-time notifications, including alerting in Slack and sending events via webhooks when key actions occur.