Frequently Asked Questions (FAQ)

Answers to common questions about SendSites, pricing, security, and how teams use it day-to-day.

Product Basics

What is SendSites?

How else can we use SendSites beyond proposals?

Building and Managing SendSites

Can I edit or update a SendSite after I send it, without resending a new link?

What can I include in a SendSite?

Can I copy and paste content from Word or PowerPoint and have it auto-format on brand?

Can I customize welcome letters or introduction sections per audience?

Can I create my own templates and sections?

Can I lock content so users cannot edit certain sections or paragraphs?

Branding and Governance

How does branding work (fonts, colors, themes, styles)? Can you switch between themes?

SendSites uses Themes to define branding (fonts, colors, header media, backgrounds). Accounts can have multiple themes, built specifically for different uses like corporate, weddings, or seasonal campaigns.

Templates and sections are fully interchangeable, and you can apply any theme to any template with a single click — making it fast and effortless to adapt your proposals without starting over.

Can sales users change fonts or brand styling themselves, or is it controlled at the account/theme level?

Can the header be changed? If it requires theme setup, how does that work?

What happens if we rebrand? Will SendSites help update branding, and is there an additional cost?

Sharing and Client Experience

Can a SendSite be shared with multiple people or a whole team? Do viewers need a login?

Does it work on all screen sizes (mobile, tablet, desktop)?

Can a SendSite be printed or saved as a PDF?

Do video headers autoplay with sound?

Analytics and Reporting

Do you offer analytics or tracking? What notifications do I get?

Can admins view reporting and team activity? Do you provide periodic usage reports (weekly, monthly, quarterly, annual)?

Integrations and Workflow

What integrations does SendSites support?

Can SendSites be used with or without a CRM integration?

What do the integrations “look like” in practice?

Integrations are designed to support existing sales workflows rather than replace them.

With Delphi / Sales & Catering, teams can pull room blocks and key booking details into SendSites, making it easy to present availability in a clean, visual format.

With Simpleview, teams can pull in room blocks and destination content to support DMO and partner-driven sales efforts.

With Seaware, teams can bring in itineraries, stops, and trip details, using simple copy-and-paste with live links back to the source system.

The exact experience depends on which integration is in use, but the goal is always the same: reduce duplicate work while presenting information more clearly and professionally.

Accounts, Users, and Permissions

Can one account support multiple properties or multiple brands?

Can sales coordinators send SendSites on behalf of sales managers, and who “owns” the proposal afterward?

Files and Content Library

What file types can I upload?

Is there a max file size per upload? Are there storage fees?

If I delete a file from the library, does it affect live SendSites already sent?

Security and Data Handling

Are SendSites password protected? If not, how are pages secured and are they hidden from search engines?

Pricing, ROI, and Fit

What is the pricing structure?

What ROI should we expect?

Is SendSites right for small teams as well as enterprise teams?

Onboarding and Support

How long does onboarding take, what are the steps, and what do you need from us to move fast?

What level of support is included (ongoing support, training, knowledge base)? Are there support fees?