Creating & Sending SendSites

How do I preview a SendSite before sending

How to preview your SendSite before sharing it with a client.

How to Add a Video to SendSites Proposals

Add a video section to your proposal and pull content from your media library or paste a link from YouTube, Vimeo, or Facebook.

How to Add a Virtual Tour Section in SendSites [Threshold 360]

Embed a Threshold 360 virtual tour into a SendSites proposal or template so buyers can explore your spaces in an interactive 360-degree view.

How to Add and Edit Images

Add, replace, and configure images in your proposal — including slideshows and crop settings — using your shared image library.

How to Add and Edit Tables in SendSites Proposals

Insert, paste, and format tables in the SendSites editor to present room blocks, event space, and pricing clearly inside your proposal.

How to Add Jump Links to SendSites Proposals

Add a Jump Navigation block to your proposal so buyers can skip directly to pricing, room blocks, menus, or any other section.

How to Add Personalization in SendSites

Use personalization tokens to automatically populate recipient and agent details in your proposal text, so a single template adapts to every buyer.

How to Add Read More Functionality in SendSites

Collapse long descriptions, bios, and policy lists behind a Read More link to keep your proposal scannable while keeping the details available.

How to Add Sections to SendSites Proposals

Add new content blocks or pre-built library sections to a SendSites proposal or master template using the top toolbar or inline insertion.

How to Add Visiting Media TrueTours in SendSites Proposals

Embed interactive Visiting Media TrueTours into your proposal so buyers can explore ballrooms, guest rooms, and event spaces without leaving the page.

How to Build a Digital Sales Proposal with SendSites [in 4 Minutes]

Walk through the full SendSites workflow — from picking a template to sending a live, tracked proposal link — in about four minutes.

How to Create a Bulleted and Numbered List in SendSites

Use the contextual text toolbar to add bulleted lists, numbered lists, and horizontal dividers to any text block in your proposal.

How to Edit Text in SendSites

Use the inline formatting toolbar to style copy, add links, and insert personalization tokens anywhere in your SendSite.

How to Move and Delete Sections in SendSites

Rearrange the order of sections in your proposal or remove the ones you don't need, using drag handles and the section toolbar.

How to Pull in a Booking from Delphi or Salesforce into SendSites

Connect your Delphi or Salesforce account to SendSites and import live room blocks and event agendas directly into a proposal.

How to Share a PowerPoint Presentation Using SendSites

Turn your property's pitch deck into a web-friendly experience inside a SendSites proposal. Learn four ways to display PowerPoint slides without forcing buyers to download a .pptx file.

How to Use New Section Types in SendSites [Logo & Headline]

Use the built-in Logo and Headline starter sections to add clean, on-brand structure to your proposals without rebuilding elements from scratch.

How to Use Placeholder Sections in SendSites

Use Placeholder Sections to mark exactly where content should go on a proposal, so you or your team can pull pre-approved layouts straight from your Company Library.

How to Use Proposal Sections in SendSites

Learn what each proposal section does in SendSites so you can structure information logically and build visually engaging layouts for buyers.

How to Use Table Builder for Sales Proposals

Build clean pricing matrices, room blocks, and tiered options with the Table Builder, then save them to your company library for reuse.

How do I send a SendSite

How to send a SendSite through the platform or share it as a link.

How do I know if my client views the SendSite

How to track visits and activity on your SendSite.