What is SendSites and what does it do

SendSites helps you create and share interactive, link-based proposals instead of static attachments.

What it replaces

Instead of sending:

• PDFs
• PowerPoints
• long email threads

You create a SendSite and share it as a link.

How it works

SendSites is built around templates, so you’re not starting from scratch.

• Choose a template
• Add or adjust content
• Send as a link

Built for each recipient

Each SendSite is tailored for a specific client or meeting planner.

• Content is customized for the recipient
• It’s not a generic landing page or static document
• Engagement and activity are tracked per recipient

Share it anywhere

SendSites are link-based, so you can share them through any channel:

• email
• SMS
• LinkedIn
• WhatsApp
• or any other communication channel

A single source of truth

SendSites are live documents that can be updated even after they’ve been shared.

• You can make changes as the conversation progresses
• Your client always sees the most up-to-date version
• There’s no version confusion or outdated attachments

Why it matters

This approach helps you:

• move faster without rebuilding proposals each time
• present information in a more engaging, modern format
• track when and how your client interacts with your content