Quick Start Guide
Updated April 2026
An 8-minute video walkthrough of building, sending, and managing your first SendSite — with chapter links and a full transcript.
This is the same Quick Start walkthrough our Customer Success team uses to onboard new users to existing accounts.
What this covers
An end-to-end walkthrough of the SendSites workflow — from setting up your profile, through building and sending your first proposal, to editing and republishing a live page after the fact. About 8 minutes start to finish.
Who it’s for
New users joining an existing SendSites account: sales managers, event planners, and directors of sales who need to be productive quickly. It also works as a refresher for anyone who hasn’t sent a SendSite in a while.
How to use this page
- Watch the whole thing — press play above. The full walkthrough runs about 8 minutes and follows the same order as a real first send.
- Jump to a specific moment — click any chapter link below and the on-page player will seek to that timestamp. No need to scrub the timeline.
- Prefer to read — each chapter has a written summary further down, and the full transcript is in the collapsed section at the bottom of the page.
Set up your profile
Your profile is the business card that travels with every SendSite you send — your client sees your photo, name, contact info, and social links alongside the proposal. Get this filled in once before you start building anything else. This is also where your notification preferences and password settings live.
Get to your dashboard
The dashboard is home base for everything you do in SendSites. From any screen, the company name in the upper-left will get you back here. The New button is how every proposal starts.
Pick a template
SendSites are template-based by design — you’re not building from a blank page. Pick the template closest to what you’re proposing (a meeting RFP, a group quote, a venue tour) and customize from there. Templates are composed of stackable content blocks called sections, which is what you’ll be editing through the rest of the build.
Edit your first sections
Personalization happens one section at a time. Start at the top with the identifying details — recipient name, company, event dates — and add a logo if your client has one (your own works as a fallback). Each section is independent: edit it, then move on.
Pictures, agendas, and tables
Most templates include media (property photos, ballroom shots) and structured content (meeting agendas, rate tables) you’ll want to tailor for this specific client. Photos can be reordered or swapped via drag and drop. Tables are editable inline and accept paste-from-Excel/Sheets — if a pasted table loses its header styling, click the H button on the top row to restore it.
Reorder, remove, add, and browse sections
A SendSite is modular — anything that doesn’t apply to this client should come out, and you can rearrange what’s left to match how you want to walk them through it. To grow the proposal, you can insert a blank starter section, or browse your company’s library of pre-built sections (lodging tiers, agenda variations, F&B options) and drop one in where it fits.
Save as draft
You don’t need to finish a SendSite in one sitting. Saving as a draft holds your work without making it visible to anyone — nothing is live until you generate the URL. Drafts wait for you on the dashboard whenever you come back.
Create the link to send
When the SendSite is ready, you have two options: let SendSites send the email for you, or just generate the URL and send it yourself. Most users pick the second so the email comes from their own corporate inbox with their normal signature — same engagement tracking either way. You’ll fill in the recipient details, generate the URL, and copy it into your email; naming the page is optional and only affects the URL slug, not anything the client sees.
Sending through your own email is often preferred — especially if you use a corporate email system that your client already trusts. You’ll still get full visitor and engagement tracking regardless of how the link is shared.
Use your dashboard
Once a SendSite is out the door, the dashboard becomes a monitoring view. Every page — drafts and live — appears here, and at a glance you can see whether the recipient has visited, how recently they’ve engaged, and whether email notifications are on for that page (the highlighted bell). View, edit, or jump back into any page from the same row.
Edit and republish a live page
SendSites are living documents. If you spot a mistake or your client asks for a change, click Edit from the dashboard and you’re back in the editor — with one difference: the top-right button now reads Publish instead of Next. Publishing pushes your changes to the same URL the client already has. They aren’t auto-notified, so let them know to refresh, or resend the link if you want it back in front of them.
Full video transcript
00:04 Quick start to SendSites. When you log into SendSites, you’ll see your dashboard. If you do not have any live pages yet
00:12 or proposals, you’re logging in and probably seeing this screen right here to get you started on your first proposal.
00:18 So that’s okay if you haven’t already. Go up to your profile settings by clicking the headshot in the upper left corner
00:26 and make sure all of your information is added in here correctly. To add a headshot, you’ll click on the placeholder image
00:33 and then add an image from your computer. Once it’s loaded, you’ll click on it and it will insert in the headshot.
00:41 Make sure all your contact information is correct. Any social links you want are linked and you have the right notification settings that you want.
00:50 If you ever need to change your password, this is also where you’ll do. So once you’re done, you can save and apply at the bottom
00:58 and then go back to your dashboard. To start your first project to get to your dashboard, you will click on your name and your company name.
01:04 In the upper left corner, this is always going to be your start, your starting base. So to start a new proposal, you will click on new.
01:14 If you don’t have any proposals yet, you’re probably already on this screen, so that’s great. I’m gonna choose the template
01:21 that best fits my sales scenario. To get started, you’ll notice the templates are made up of a bunch of different content blocks.
01:28 We call them sections. You can click in them to edit them one at a time. So here I would type my recipient’s name,
01:38 the company name, and the event dates. If your company has a logo or your client has a logo, you can add that here.
01:49 If they don’t have a logo, I would just add my own logo. So that section’s done. Now I would move on to the next one.
01:57 So here I’m notice I’m gonna add a name and then I can make any other edits that I want.
02:07 I scroll down, make sure all of the pictures are applicable to this client. I can reorder them if I want, just by clicking
02:14 around and dragging. Next it goes into more information on their event. So if I, I would, first of all, I would add
02:24 or edit the placeholder meeting agenda. I can add rows if I need to add more information, I can add columns if I need
02:32 to add more information that way. You can also copy and paste in tables from Google Sheets or Excel and it will paste them in the table format.
02:41 If you paste in a table, it probably won’t have your header styles in. So to add those, you’ll click on the H
02:48 and then make the top row header. This one already is, so it’s only asking me to remove it.
02:58 If I know they’re not gonna go to one of these venues, I can remove this section from the list.
03:05 I can also reorder them. If I wanna put it in the order of their events, I can use this to drag it around
03:12 or I can use the buttons to send it down. Next it goes into lodging. So again, I would add the room block here.
03:23 You can copy and paste in tables or you can edit the one already in here. I can make sure the sections fit.
03:32 If I needed to add another section, I can go click here to add a section. I can add a blank starter section
03:40 or I can browse my company. From here I would go to where I know my lodging sections are and then pull in the deluxe king
03:50 or whatever section I needed to add. And that section will be inserted right in between those.
04:14 I leave the information on getting here. I can type in anything I want into the thank you.
04:24 And then when I’m done with this proposal, I can scroll back up to the top. If I’m not ready to create a page yet
04:30 and I only started it, I can save it as a draft. Or if you are ready to create your proposal,
04:44 you can come up here to Next. You can send pages right here through SendSites. But what we recommend is
04:55 that you’re just creating the URL in SendSites. That way you can copy and paste the URL into your own work
04:59 email and have your signature line in there as well. So I’m gonna come here to just create the link.
05:05 I’ll send the email myself. You can name the page if you want. It’s optional. It will go into the URL if you name it,
05:13 but that’s the only place the name really goes. We’re going to type in the recipient’s information here. Jane Planner, SendSites is the company
05:23 and then an email address. I’m just gonna use my own, since I’m not sending through SendSites, it doesn’t matter what email I use,
05:30 it just needs to be active. Once I’m done here, I generate the URL and this is my proposal that I’ll be copying
05:39 and pasting to send to my client. So I can copy it here. I can open it up in another browser if I want or tab.
05:46 If I want to see what it looked like, I can send it to colleagues first. Have them look it over. But there you have your page.
05:54 Now that you’ve created a page, it’s going to be on your dashboard. So to access it again, you’ll click on your name
06:00 and your company name in the upper left corner. And then here is the page. So now that I do have a page, I have a dashboard.
06:10 This is also how you would access your drafts if you were to have saved it as a draft prior
06:15 and not created a proposal right away. So now I can view the page by clicking here, but I can also edit the page by clicking here.
06:25 I also noticed that the page has not been visited yet and I know that ‘cause I haven’t sent it.
06:29 It hasn’t been engaged in the last seven days. And this being highlighted is alerting me that my notification settings are on.
06:37 So I will get an email if the client opens the page. And then this is telling me I created it a few seconds ago.
06:44 So if I needed to edit the page again, if I noticed a mistake or the client changed their mind about something,
06:51 I can come up here to edit and then now it’s telling me I’m editing Jane Planner’s private page. Instead of next it says publish
07:03 ‘cause that’s all I’m gonna need to click to save my changes. So if they chose a date, so I wanna add that
07:10 I can just add the date in. Maybe through 1/15/25. Okay, so now that I have my date
07:23 and I wanna re-save my page, I’m gonna come up here to publish and that’s all I need to do.
07:29 Those changes will go to the live page. Your client will not be notified that you made any changes.
07:35 So if you want them to know, you’ll have to let them know to reopen their link. It is the same URL,
07:39 but you can always resend it to them as well so they have it readily available. So if I go up here and refresh
07:48 it now has the dates in my proposal.
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