PHALANX FOR SALES TEAMS

Speed Up Deal Cycles with Tracked Contract Sharing

Waiting for a contract to be seen is wasted time. Phalanx SendTurtle shows you exactly when a contract is opened, who viewed it, and whether they came back.

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Visibility where it matters most

Contracts are critical. SendTurtle gives you insight into how they move through the decision process.

  • Get notified when the contract is opened
  • Detect new viewers and view counts
  • Spot hesitation via skipped sections or reopens
  • Send one contract per link, or zip to add more

Use with proposal sharing, agreement tracking, or deal desk workflows.

Close faster with data

Your deal desk isn’t blind anymore. See what’s happening in real time so you can keep deals warm and moving.

  • Upload the contract as a PDF to unlock analytics
  • Send files through a secure link
  • No login required for the recipient
  • DeepIQ is available on Pro plans only

Track contract engagement across legal, finance, or C-suite stakeholders for enterprise deals.

Frequently Asked Questions

Can I track who viewed a contract?

Yes, viewer sessions are recorded along with time, location, and engagement data.

Is this better than sending via DocuSign or Drive?

Yes, SendTurtle provides real-time tracking, version control, and simplified access.

Can I revoke access after sending a contract?

Yes, you can revoke the link or expire it after a set time. If the contract was already downloaded to the recipient’s device, then we cannot delete that.

Does this work with contracts that need signatures?

You can send unsigned contracts for review. For e-signatures, use alongside your preferred e-signature tool.

What file types are supported?

PDF or Word documents are required for analytics. You can send other formats without tracking.

Can I set download limits?

Yes, SendTurtle Pro users can limit access and control downloads.

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.