SendNow

What SendNow is

SendNow is a web service for financial professionals sharing pitch decks, proposals, and reports with detailed viewer tracking. It shows page-by-page engagement, time spent per section, return visits, and opening notifications. Documents can be grouped into branded deal rooms with viewer-specific watermarks, NDA gates, and analytics. Controls include passwords, email verification, screenshot and download blocking, link expiration, and audit logs. SendNow connects with Slack, HubSpot, and Salesforce, and webhooks can send events elsewhere. Documents are encrypted at rest with AES-256 and in transit with TLS 1.3; the service describes GDPR compliance, CCPA rights, US hosting, and EU/EEA transfers under Standard Contractual Clauses. The 24-hour free trial permits two uploads and one active microsite, then permanently deletes trial files. Paid plans are annual: Lite is $6.25 a year, Pro $9 a year, and Business $20 a year, each with one team seat and different storage and file-size limits.

Who it suits

SendNow suits financial professionals who need controlled document sharing and recipient engagement signals. It is also useful when branded deal rooms, CRM connections, and audit records are required.

Limits

The free trial lasts 24 hours, allows two uploads and one active microsite, and expires links after 24 hours; trial files are permanently deleted afterward. Lite allows 5 documents and 2 GB storage, Pro allows 100 documents and 15 GB, and Business allows 300 documents and 50 GB; each includes one team seat.

Getting started

1. Open the SendNow website
2. Start the 24-hour free trial or choose a paid plan
3. Upload a pitch deck, proposal, or report
4. Create a microsite or branded deal room
5. Set viewer controls such as password, verification, or link expiration
6. Connect Slack, HubSpot, Salesforce, or webhooks if needed

Verdict

SendNow combines document analytics, controlled sharing, and deal-room features for financial communication. Its short trial and annual paid plans make the plan limits important to review before choosing.