SendNow - Product screenshot

Overview

SendNow is a platform designed for financial professionals to securely share sensitive documents like pitch decks, proposals, and reports. It provides comprehensive analytics on viewer engagement, showing who opened a document, which pages they focused on, and the duration of their visit, enabling timely follow-ups.

The tool allows users to create branded, secure deal rooms where multiple documents can be bundled. Key security features include per-viewer watermarks, NDA gates, password protection, email verification, screenshot blocking, and download prevention. All documents are encrypted at rest and in transit, with compliance for AES-256, GDPR, and US server hosting.

SendNow integrates with AI tools like Claude and ChatGPT, allowing users to share files, create protected links, and access analytics directly from chat interfaces. It also supports webhooks for pushing document events into CRMs or other internal systems. The platform includes audit logs for tracking every action, from views to NDA signatures, ensuring compliance and team alignment for finance and operations teams.

Key features

  • Page-by-page analytics and real-time notifications
  • Secure, branded microsites for deal rooms
  • NDA agreements and dynamic watermarks
  • Screenshot protection and download blocking
  • AI integrations with Claude and ChatGPT
  • Webhooks for system integration
  • AES-256, GDPR, US server compliance
  • Audit logs for all document actions

Who uses it

Financial professionals, smart deal teams, finance and operations teams, analysts, and partners involved in fundraising (pre-seed to Series A).

Pros

  • Provides detailed page-by-page analytics on document engagement.
  • Offers robust security features like NDAs, watermarks, and screenshot blocking.
  • Integrates with AI chatbots like Claude and ChatGPT for streamlined workflows.
  • Supports branded deal rooms and custom domains for professional presentation.
  • Includes audit logs and compliance features for finance and ops teams.

Cons

  • The free trial is limited to 24 hours, requiring a paid plan for continued use.
  • Pricing is per user, which may increase costs for larger teams.
  • No dedicated mobile application is mentioned for on-the-go access.
  • PowerPoint files with embedded video/audio are only available on higher-tier plans.

Our take

SendNow effectively addresses the need for secure document sharing and tracking in financial contexts, providing critical insights into how recipients interact with shared content. Its strong security measures and integration capabilities make it a practical tool for managing sensitive deal-related information.

Pricing plans

Lite

$9/month

  • 5 documents
  • 2 GB storage
  • Up to 500 MB per file
  • PDF, DOCX, XLSX, CSV, images, and MP4 support
  • Basic analytics
  • Unlimited viewers
  • Custom link names and slugs
  • Require email to view
  • Password protection
  • Allow downloads
  • Link-to-link conversion
  • SendNow branding.

Pro

$17/month

  • 100 documents
  • 15 GB storage
  • Up to 2 GB per file
  • Video sharing and analytics
  • Custom branding
  • Expiration dates and view limits
  • Custom watermark logo
  • Visitor data export
  • NDA agreements
  • Screenshot blocker
  • Email notifications
  • Unlimited viewers
  • Password protection and email verification.

Business

$43/month

  • 300 documents
  • 50 GB storage
  • Up to 10 GB per file
  • Native PowerPoint support for files up to 400 MB with embedded video and audio
  • Custom domain
  • Webhooks
  • Dynamic per-viewer watermarks
  • Allowed-email whitelist
  • Custom branding
  • Visitor export
  • NDA agreements
  • Screenshot blocker
  • Download controls
  • Password protection
  • Email verification
  • Expiration dates and view limits
  • No “Powered by SendNow” branding for viewers.

Pricing details are provided for reference and may differ from the vendor's current plans.

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