Beamprobe
Beamprobe is a secure document sharing and sales enablement platform — a modern alternative to DocSend. Share pitch decks, proposals, contracts, and sales collateral with trackable links instead of attachments. Get real-time analytics on who viewed your documents, which pages they spent time on, and when they re-opened the file. Control access with email verification, passwords, expiration dates, NDA gates, and one-click revocation. Custom branded viewer with your domain, logo, and colors keeps the experience on-brand. Built for founders raising capital, sales teams sending proposals, and consultants sharing reports. Integrates with your CRM and existing workflow. Faster, cleaner, and more affordable than DocSend, with no learning curve. Free plan available; paid plans unlock advanced analytics, custom domains, team workspaces, and data rooms.
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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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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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Travel Tree
Travel Tree is a browser-based travel operations platform for destination management companies, tour operators, and travel agencies. It combines an AI-assisted itinerary builder and quotation calculator with tools for importing existing itineraries from files or links, editing trip plans, managing prices and optional services, and sharing branded proposals through secure client links. The platform also includes a travel CRM for inquiries, clients, and suppliers; booking and payment workflows; invoices; supplier price-list handling; and client-facing trip documents such as vouchers and booking references. Teams can publish itineraries on their own websites, prepare proposals in multiple currencies, and translate itinerary content for travelers. Travel Tree is delivered as a cloud web app and is used to organize trip planning, sales, and post-booking operations.
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