PHALANX FOR SALES TEAMS

Send NDAs and Agreements with Instant View Notifications

NDAs, MSAs, and contracts should never disappear into the void. With Phalanx SendTurtle, you’ll know the exact moment they’re opened so you can follow up quickly and stay in control.

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Know when key agreements are seen and shared

SendTurtle DeepIQ AI gives you instant visibility into engagement with legal and business-critical documents.

  • Real-time notifications when your document is opened (Pro only)
  • Detect forwards and new viewers
  • Timestamped activity logs for accountability
  • One document per send, zip if you need to send multiple files

Use with proposal tracking, contract sharing, or document heatmaps to manage deal velocity and compliance.

Close with confidence

SendTurtle turns NDAs into smart assets that support trust and urgency.

  • Upload as a PDF to enable DeepIQ analytics
  • Share via a branded, secure link without requiring logins
  • View open times, download activity, and viewer details

This is ideal for early-stage negotiations, procurement reviews, or legal handoffs when visibility is critical.

Frequently Asked Questions

Can I track NDA views in real time?

Yes, you’ll receive instant notifications when a recipient opens your document.

Does Phalanx show who viewed the file?

Yes, it detects unique viewers, including new stakeholders if the link is forwarded.

Can I send more than one agreement at a time?

SendTurtle supports one file per transfer. Zip multiple documents to send them together.

Is this feature available on the free plan?

Only SendTurtle Pro users can access DeepIQ engagement analytics and real-time alerts. All users (Free included) can securely send files and track opens.

What types of files support tracking?

Engagement insights are available for PDFs, PPTs, and Word Documents.

Is this compliant with sensitive legal content?

Yes, SendTurtle meets SOC 2, HIPAA, and GDPR-grade encryption and compliance.

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.