PHALANX FOR CONSULTANTS & FREELANCERS

Send Proposals with Open Tracking and Client Insights

Proposals shouldn’t feel like black boxes. Phalanx SendTurtle helps consultants and freelancers see when a proposal is opened, how long it’s viewed, and what pages matter most, so you can follow up with clarity.

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Know when your pitch lands

With SendTurtle, you’ll know the moment a client opens your proposal. Engagement data reveals how interested they are, what sections they focus on, and whether it’s been shared with others.

  • Instant alerts on views and revisits
  • Page-by-page interaction data
  • Detect if a proposal is forwarded or reopened
  • Secure, branded delivery with no login needed

Perfect for creative service packages, consulting proposals, and multi-page pitch decks.

Personalize your follow-up with confidence

Proposal insights give you the upper hand when it comes to follow-ups. SendTurtle lets you time outreach based on real interest, not guesswork.

  • Optimize proposals with insight
  • See total open count, time on page, and page-view heatmaps with dropoffs
  • Add or remove access anytime
  • Get a client engagement score based on page analytics

Frequently Asked Questions

Will I know if the proposal was shared?

Yes, you’ll get a notification if a viewer opens the file.

Can I see which parts they read most?

Yes, per-page view time and engagement data is included with SendTurtle Pro.

Can I customize the link or expiration?

Yes, you can custom brand your page with SendTurtle Pro. All users can control access and time limits.

Will clients need to log in?

No, SendTurtle links are frictionless and require no sign-up.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.