SendNow
SendNow is a secure document sharing and analytics platform built for financial professionals, sales teams, advisors, investors, and businesses. Share pitch decks, proposals, reports, financial documents, and other sensitive files through secure, trackable links. SendNow provides page-by-page engagement analytics, real-time open notifications, access controls, password protection, email verification, link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, audit trails, branded document experiences, custom domains, and secure client and deal rooms. SendNow helps teams understand who viewed their documents, which pages they read, how long they spent on each page, and when they returned. The platform is designed for secure client communication, fundraising, investor relations, sales engagement, due diligence, and financial workflows.
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Supernormal
Supernormal helps agencies and client-facing teams complete work in a flash.
How it works:
The desktop app (Mac and Windows) captures meetings without a bot joining the call. When your meeting ends, the web app opens with your transcript, summary, and action items. Work with the AI agent to turn meeting notes into campaign briefs, pitch decks, proposals, follow-up emails, project plans, and Slack messages.
What you get:
- Bot-free meeting capture
- AI agent that generates deliverables in your voice
- Context-aware outputs
- Deliverables ready to polish and send
- MCP to bring your meeting context into tools like Claude and ChatGPT
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Planlined
Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides. Launched as BART (Benefit Analysis Reporting Tool) in 2025.
Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client.
From that approved case you export a branded proposal book and an employee enrollment guide, both carrying your agency's logo and colors. Because both come from the same source documents, plan data stays consistent across them. Plans and cases are stored in libraries you can reuse next renewal, and client share links send a comparison without an attachment.
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Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures.
Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document.
After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.
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