stop wondering whether the client read your proposal
send your consulting proposal as one trackable link. see when it opens, which sections get attention and whether the client comes back before you send the follow-up.
The proposal was sent. Now the guessing starts.
You spent days on:
Then you attach the PDF to an email and lose visibility.
Did they open it?
Did procurement read the commercial section?
Did the sponsor come back to the scope?
Did another stakeholder review it?
Is today a good time to follow up — or are you chasing a document nobody has looked at yet?
SendNow gives consultants a simple way to turn the proposal into a trackable client experience.
Series A Pitch Deck
LIVEKnow which part of the proposal earned attention
Page-by-page analytics help you see how the document was consumed.
pages read
time spent
return visits
viewer identity when verification is used
open activity
download activity where enabled
Track more than the proposal
Consulting engagements produce important client documents before and after the sale.
Proposal
Statement of Work
Capability Deck
Case Studies
Pricing Options
Strategy Decks
Research Reports
Workshop Material
Project Updates
Executive Report
Recommendation Deck
Implementation Roadmap
Supporting Analysis
Give client material a more professional home
When the engagement includes several files, a branded Microsite can give the client one place to access the package.
For example:
Instead of attaching five files across multiple threads, your team can keep the materials together under one link.
Depending on plan, SendNow supports custom branding and custom domains for a more client-facing experience.
Add controls when the work becomes confidential
Consultants frequently handle:
SendNow supports access controls including email verification, passwords, expiry, download restrictions, NDA gates, watermarks and link revocation.
Use the controls appropriate to the sensitivity of the document.
A better follow-up workflow for consultants
No complicated client portal is required just to know whether a proposal was read.
Series A Pitch Deck
LIVEFrequently asked questions
have questions about sharing or security settings? find details about parameters, NDAs, and view rules here.
Yes. SendNow can notify you when a shared document is opened and provide engagement analytics.
SendNow provides page-by-page document analytics including reading activity and time spent.
You can require email verification when you want access tied to a viewer identity.
Download controls are available depending on your plan and configuration.
Yes. A SendNow Microsite can group multiple documents in one branded experience.
Custom branding is available on applicable SendNow plans, with custom-domain options on supported plans.
Send the proposal. Know what happens next.
Replace blind PDF attachments with a trackable client link that gives you better context for the next conversation.