SendNow

What Is SendNow?

SendNow is a cloud-based document sharing and tracking platform built mainly for financial professionals, deal teams, and organizations handling sensitive information. It lets users share documents through secured links while monitoring recipient activity, including page opens, views, reading time, and repeat visits, and downloads. Its main features include file tracking, page-level analytics, branded MicroSites, dynamic watermarks, NDA gates, and access controls. Users can restrict downloads, verify recipient identities, and receive alerts when recipients engage with the shared content.

What Is SendNow Best For?

The software is well known for its document engagement tracking that helps financial professionals, advisors, agencies, and client-facing teams understand how the shared content is being reviewed. Instead of losing visibility once a document is sent, users can see opens, page-level activity, time spent and repeat visits. This is particularly useful for proposals, reports, pitch decks, and other content where knowing what recipients actually reviewed can shape follow-up and content management decisions.

How Much Does SendNow Cost?

SendNow pricing starts at $9/month for its Lite plan (for Documents). Other plans the platform offers are:

• Pro: $17/month
• Business: $43/month

MicroSites

• Pro: $19/month
• Growth: $49/month

The vendor also offers a 24-hour free trial with up to two document uploads and one active MicroSite. Document and Microsite plans are billed separately.

Aside from the base subscription pricing, organizations may need to budget for these estimated additional costs that are typically associated with similar software solutions:

• Additional Team Seats: Typically, around $10 – $30/user/month, for teams requiring more internal seats than the included allowance
• Additional Storage: Commonly between $10 – $50/month, depending on the amount of extra storage required
• API/Advanced Integration Setup: Usually around $500 – $3,000+ one-time, for specialized CRM, webhook, or workflow integration
• Custom Onboarding And Implementation: Often between $500 – $2,500+ one-time, for customized setup, migration, branding, or workflow configuration

Disclaimer: The pricing is subject to change.

SendNow Integrations

SendNow offers integration and webhook-based connections with various third-party systems and platforms, including:

• HubSpot CRM software
• Zapier software
• Slack
• Salesforce
• Pipedrive CRM
• Make

How Does SendNow Work?

Create a SendNow account or log in to the platform to start managing and sharing your documents. Here are the steps that you can follow:

• Upload the document you want to share and prepare it for controlled online access
• Generate a unique link for the document and adjust its sharing settings before sending it
• Set requirements such as email verification, passwords, download permissions, or link with the intended recipients and let them view the content online
• Check document analytics to see opens, pages viewed, reading time, and repeat visits
• Review recipient activity and change access settings when you need to restrict or update the shared document

Who Is SendNow For?

SendNow software serves a wide range of industries and sectors, including:

• Financial services
• Investment firms
• Accounting firms
• Consulting firms
• Professional services
• Marketing agencies
• Advisory firms

SendNow Use Cases

Based on our analysis of SendNow features and capabilities, we have identified a few situations where the platform can be a valuable option for businesses that need to organize and deliver business documents to external recipients.

1. Financial Firms Managing Client Documents

Accounting firms, financial advisors, and other client-facing financial businesses regularly send reports, proposals, financial analysis, and other sensitive documents to clients. Email attachments can make it difficult to know whether a client has actually reviewed the material before a meeting or follow-up conversation. SendNow gives these teams a controlled way to share documents while keeping the content available from a single shared link. This can be particularly useful when a client receives several related documents, and the team needs a clear record of what was accessed and reviewed.

2. Deal Teams Handling M&A Materials

Investment banks, private equity firms, and other transaction teams often have to organize large amounts of confidential information for buyers, investors, advisors, or other participants. A deal may involve financial reports, presentations, analysis, and supporting documents that need to reach the right people without having to depend on email attachments. SendNow can fit this workflow by giving teams a central place to share transaction materials and manage access when the deal progresses. That makes it more suitable for document-heavy deal communication where the shared content may change with each discussion.

3. Founders Sharing Fundraising Materials

Founders preparing for fundraising often send pitch decks, financial models, investor updates, and other supporting materials to potential investors. Getting the documents delivered may not be the only challenge. Teams may want to know whether the investor has opened the material and which parts received attention before deciding what to discuss next. SendNow suits this situation when fundraising content needs to be shared individually rather than simply being attached to an email. It can also support situations where founders provide additional documents as an investor moves further into the evaluation process.

4. Organizations Preparing For Due Diligence

Companies entering an acquisition, investment, and other formal review may need to make financial, legal, operational, and corporate documents available for external parties. Keeping these materials organized becomes more important when the numbers of documents and participants grow. Especially when different participants need access at different stages. SendNow can support this type of situation by giving organizations a central location for sharing business documents, instead of repeatedly sharing individual files. Its document sharing resources specifically address M&A and private equity due diligence, making this a relevant scenario for teams preparing sensitive information for external review.

Is SendNow Right For You?

Are you looking for a document management solution that keeps sensitive files secure while showing how recipients engage with them? SendNow suits financial, advisory, and client facing teams that regularly share business documents. Its access controls, NDA gates, and engagement analytics help teams maintain visibility once the file gets shared.

The platform supports privacy requirements such as GDPR, CCPA, and PIPEDA, while AES-256 encryption, TLS 1.3, dynamic watermarks, and audit logs help protect sensitive documents and their activity.

As the demand grows measurable document engagement, SendNow's page level analytics, controlled link-click, and engagement reporting provide the tracking capabilities teams have started to expect from document-sharing platforms.

Still not sure if SendNow is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.