# Send (send.co) > Securely send, track, and get insights on your documents. Control access, capture leads, and understand engagement with any file type. Send helps you maximize the impact of every document you share. Send is a comprehensive platform designed to give you full visibility and control over the documents you share. Instead of just sending files into the void, Send provides actionable analytics, AI-powered assistance, lead generation capabilities, and seamless integrations with your existing tools. ## Core Product Capabilities - **View Tracking:** Know exactly when your document is opened and by whom (if gated). - **Engagement Analytics:** Understand how long viewers spend on your document, providing insights into their interest level. Track page-by-page or slide-by-slide engagement for detailed insights. - **AI-Powered Document Assistant:** Every document includes an AI assistant that answers questions 24/7 based on the document content, helping buyers get instant answers and sellers understand what prospects care about. - **Lead Generation:** Gate your documents with a form to capture essential viewer details like name, email, and phone number before they can access the content. - **View Count Monitoring:** Keep track of how many times your document has been viewed, helping you gauge its reach and popularity. - **Email Notifications:** Receive instant email alerts when a document is viewed, allowing for timely follow-up. - **Webhook Integration:** Push tracking data to your CRM, marketing automation tools, or any other system using webhooks. - **Custom Domains:** Use your own domain to serve documents instead of send.co, maintaining your brand identity. - **Team Collaboration:** Share documents with your workspace, collaborate with team members, and manage access at the organization level. - **Bulk Link Creation:** Create personalized links at scale by adding URL parameters (name, email, phone) to identify viewers without requiring form submission. - **Broad Document Support:** Works with a vast array of document types, including uploaded files (PDFs, Word, Excel, PowerPoint, Videos, Images) and link-based/iframable content (Google Workspace, Notion, Figma, YouTube, Loom, Vidyard, Tella, Gamma, and more). ## Marketing Pages - [Home](/) Discover how Send enhances document tracking and engagement for professionals and businesses. - [Pricing](/pricing): Explore available plans, from individual use to enterprise solutions, detailing feature sets for each tier. - [Use Cases](/use-cases): See how teams use Send to automate repetitive questions, create lead magnets, share decks and proposals, and keep everyone aligned. ## How It Works: Document Tracking and Analytics Send offers flexible ways to track your documents: ### Supported Document Types & Platforms **1. Upload & Track Securely:** For documents you own and can upload directly. - **PDF Files**: Upload your PDFs to Send. We host them securely and provide detailed analytics on every view, including page-by-page engagement tracking. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat, slide analytics. - **Microsoft Word**: Upload .docx or .doc files. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Microsoft PowerPoint**: Upload .pptx or .ppt files. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat, slide-by-slide analytics. - **Videos**: Upload video files (.mp4, .mov) for tracking and AI-powered Q&A. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat with transcription. - **Images**: Upload image files (.png, .jpeg) for tracking. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. **2. Link & Track (via iFrame/URL):** For content hosted on other platforms, Send tracks engagement by securely embedding or linking to the source. - **Google Docs**: Share your Google Docs through Send to track views and engagement. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Google Slides**: Get analytics on your shared presentations with slide-by-slide tracking. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat, slide analytics. - **Google Sheets**: Track who's looking at your spreadsheets and for how long. - *Features*: View tracking, duration, lead capture, notifications, webhook data. - **Google Drive Files**: Track various file types stored in Google Drive. - *Features*: View tracking, duration, lead capture, notifications, webhook data. - **Notion Pages**: Share Notion pages and track their engagement. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Gamma Docs**: Track engagement with your Gamma presentations and documents. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Loom Videos**: Track engagement with your Loom video recordings. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Vidyard**: Track engagement with your Vidyard videos. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **Tella**: Track engagement with your Tella videos. - *Features*: View tracking, duration, lead capture, notifications, webhook data, AI chat. - **YouTube Videos**: Track views and engagement for embedded YouTube videos. - *Features*: View tracking, duration (where available), lead capture, notifications, webhook data, AI chat. - **Loveable**: Share Loveable projects and track engagement. - *Features*: View tracking, duration, lead capture, notifications, webhook data. - **Replit**: Share Replit projects and track engagement. - *Features*: View tracking, duration, lead capture, notifications, webhook data. - **Any Iframable Link**: If it can be put in an iframe, Send can likely track engagement on it. ## Key Platform Features Explained ### Document Analytics Dashboard - Visualize view trends over time. - See average view duration per document. - Track page-by-page or slide-by-slide engagement (for PDFs, PowerPoint, Google Slides, etc.). - Identify your most engaged viewers (if using lead capture). - View location data (country, region, city) and device information (mobile/desktop, OS, browser). - See questions buyers asked your AI assistant. - Export tracking data for further analysis. - Accurate time tracking that pauses when viewers switch tabs or go idle. ### AI-Powered Document Assistant - Every document includes an AI assistant that answers questions based on the document content. - Customizable AI profiles with custom instructions and context per document. - Answers questions 24/7, keeping deals moving forward even when you're unavailable. - Prevents hallucinations by only answering based on document content. - Tracks all questions asked, helping you understand what prospects care about. - Supports transcription-based chat for uploaded files (PDFs, videos, etc.). - Can generate suggested questions based on document content. ### Lead Capture Forms - Customize forms to request name, email, phone number. - Make fields required or optional. - Business email validation: Require only business emails (filters out personal email domains like gmail.com). - Domain restrictions: Allow only specific email domains (e.g., only emails from @company.com). - Collected leads are available in your Send dashboard and can be pushed via webhooks. - No form required: Use URL parameters (name, email, phone) in links to automatically identify viewers without requiring form submission. ### Bulk Link Creation & Personalized Links - Create unique links at scale by adding URL parameters to your Send links. - Include viewer information (name, email, phone) directly in the URL. - Automatically captures viewer data without requiring them to fill out a form. - Perfect for email campaigns where you already have recipient information. - Example: `https://send.co/a/your-link?name=John&email=john@company.com&phone=1234567890` - Each personalized link tracks engagement separately, allowing you to identify which recipient viewed what. ### Custom Domains - Use your own domain to serve documents instead of send.co. - Maintain your brand identity with custom domain links. - Supports both apex domains (example.com) and subdomains (send.example.com). - DNS configuration with automatic instructions for A, CNAME, and TXT records. - Domain verification process with status tracking (Pending, Verified, Failed). - DNS propagation can take a few minutes to 48 hours. ### Custom Links & Slugs - Create custom, memorable slugs for your shares (e.g., `/a/my-proposal` instead of random IDs). - Multiple custom links per share for different use cases or audiences. - Custom links work with custom domains. - Easy to remember and share. ### Webhook Integrations - Organization-level webhooks: Receive events for all documents in your workspace. - Link-level webhooks: Receive events for specific documents only. - Supported events: `linkViewed` (when a document is viewed). - Custom headers: Add authentication headers or custom metadata to webhook requests. - Webhook delivery tracking: See success/failure status, status codes, and error messages. - Test webhook functionality before going live. - Webhook payload includes viewer information, location data, device information, link details, and more. - Integrate with CRMs (HubSpot, Salesforce, Clay, Attio), automation tools (Zapier, Make, n8n, Pipedream, Tray.io, Parabola, Relay, Gumloop), Slack, and any system that accepts webhooks. ### Real-time Email Notifications - Configure notifications for first views or all views. - Get immediate alerts to enable quick follow-up with interested prospects. - Email includes viewer information and link details. ### Team Collaboration & Workspaces - Organization-based workspaces for team collaboration. - Share documents with your workspace by default. - "Everyone" view: See all documents shared with your workspace. - Team member management with roles (admin, owner, member). - Invite coworkers via email. - View documents created by team members (with appropriate permissions). - Billing managed at the organization level, not individual user level. ### Link Management & Security - Password protection: Add passwords to restrict access to your documents. - Link expiration: Set expiration dates for time-sensitive documents. - Disable downloads and printing: Hide preview controls to prevent unauthorized copying. - Update file without changing link: Replace document content while keeping the same share link. - Enable/disable links: Temporarily disable links without deleting them. - Link claiming: Claim anonymous links to associate them with your account. - Custom themes: Customize the appearance of your document viewer. ### Billing & Subscriptions - Organization-level billing: Each organization has its own Stripe customer and subscription. - Seat-based pricing: Pay per team member (seat). - Plans with included seats: Some plans include a certain number of seats (e.g., Business plan includes 3 seats). - Subscription management: Upgrade, downgrade, or cancel subscriptions. - Stripe integration: Secure payment processing and subscription management. - Customer portal: Access Stripe customer portal for billing management. - Trial periods: Free trials available for new subscriptions. ### Pricing Plans **Free Plan - $0/month** - Up to 3 documents - Basic analytics - AI chat - Email support **Solo Plan - $30/month or $180/year ($15/month when billed annually, 50% savings)** - 1 seat included - Unlimited documents - Unlimited tracking - AI chat - Premium support **Pro Plan - $60/month or $600/year ($50/month when billed annually, 17% savings)** - 1 seat included - Everything in Solo - Webhooks - Data export - Custom Domain **Business Plan - $180/month or $1,800/year ($150/month when billed annually, 20% savings)** - 3 seats included (additional seats available) - Everything in Pro - Team sharing - Admin view - Priority support - Early access to new features All plans support monthly or annual billing. Annual plans offer significant savings. The Business plan includes 3 seats by default, with the ability to add additional seats as needed. ### API & Programmatic Access - Create links programmatically via API. - Pass document URL, title, description, and other metadata. - Enable AI chat, set custom themes, configure gating requirements, and more. - Automatically create links at scale for integrations and automation. - Link creation supports all document types and features. ## Use Cases ### 1. Automate Repetitive Questions Your AI answers common questions instantly, 24/7. Buyers get immediate answers about pricing, features, and implementation, keeping deals moving forward. The AI assistant is embedded directly in your documents, so prospects can ask questions without leaving the page. ### 2. Create Lead Magnets Gate your best content behind a simple form. Capture names, emails, and phone numbers automatically when prospects access your documents. Use business email validation or domain restrictions to ensure you're capturing qualified leads. ### 3. Share Decks and Proposals Know exactly when they're reading your proposal or deck and identify the right time to follow up. See which pages VCs or prospects spend the most time on to understand what resonates. Track slide-by-slide engagement for detailed insights. ### 4. Bulk Personalized Outreach Create personalized links at scale by adding URL parameters. Perfect for email campaigns where you already have recipient information. Each link automatically tracks which recipient viewed what, without requiring form submission. ### 5. Team Document Sharing Share documents with your workspace, collaborate with team members, and see all shared documents in one place. Perfect for sales teams sharing proposals, marketing teams sharing content, or any team that needs visibility into document engagement. ## How Gating Works Link gating allows you to require viewer information before granting access to your document. Here's how it works: 1. **Required Fields**: Choose which fields to require (name, email, phone number). You can require any combination or none at all. 2. **Business Email Validation**: Optionally require only business emails, filtering out personal email domains like gmail.com, yahoo.com, etc. 3. **Domain Restrictions**: Optionally allow only specific email domains. For example, only allow emails from @company.com or @investor-firm.com. 4. **Form Display**: When a viewer opens a gated link, they see a form requesting the required information. 5. **Automatic Capture**: If you use URL parameters (name, email, phone) in your links, viewer information is automatically captured without showing a form. 6. **Lead Storage**: All captured leads are stored in your Send dashboard and can be exported or sent via webhooks. ## How Bulk Link Creation Works Bulk link creation allows you to create personalized links at scale: 1. **Create Your Base Link**: Start with a Send link to your document. 2. **Add URL Parameters**: Add `?name=`, `?email=`, and/or `?phone=` parameters to your link. 3. **Use in Campaigns**: Replace the parameter values with variables from your email campaign or CRM. 4. **Automatic Tracking**: When someone clicks the personalized link, Send automatically captures their information from the URL and tracks their engagement. 5. **No Form Required**: Viewers don't need to fill out a form - their information is already in the URL. Example: `https://send.co/a/your-link?name={{recipient_name}}&email={{recipient_email}}` ## How Webhooks Work Webhooks allow you to receive real-time notifications when events happen in Send: 1. **Create a Webhook**: Add a webhook URL in your Send settings (organization-level or link-level). 2. **Select Events**: Choose which events to subscribe to (currently `linkViewed`). 3. **Add Headers** (optional): Add custom headers like authentication tokens. 4. **Receive Payloads**: When an event occurs, Send sends a POST request to your webhook URL with event details, viewer information, location data, device information, and link details. 5. **Track Deliveries**: View webhook delivery status, success/failure, and error messages in your Send dashboard. 6. **Test Webhooks**: Test your webhook configuration before going live. Webhooks can integrate with CRMs, automation tools, Slack, and any system that accepts HTTP POST requests. ## How Custom Domains Work Custom domains allow you to serve Send documents from your own domain: 1. **Add Domain**: Enter your domain in Send settings (e.g., `send.example.com` or `example.com`). 2. **Get DNS Instructions**: Send provides DNS records (A, CNAME, and optionally TXT) to add to your domain provider. 3. **Configure DNS**: Add the DNS records to your domain provider (e.g., Cloudflare, GoDaddy, Namecheap). 4. **Verify Domain**: Click "Verify" in Send. DNS propagation can take a few minutes to 48 hours. 5. **Use Custom Domain**: Once verified, all your Send links will use your custom domain instead of send.co. ## How Team Sharing Works Send uses organization-based workspaces for team collaboration: 1. **Create or Join Organization**: Create a new organization or join an existing one. 2. **Share with Workspace**: When creating a document, choose to share it with your workspace by default. 3. **View Team Documents**: See all documents shared with your workspace in the "Everyone" view. 4. **Manage Members**: Invite team members, assign roles (admin, owner, member), and manage access. 5. **Organization Billing**: Billing is managed at the organization level. Each organization has its own Stripe customer and subscription. 6. **Seat Management**: Add or remove team members (seats) as your team grows. Some plans include a certain number of seats. ## Legal Information - [Legal Documents & Policies](/legal): Access our Terms of Service, Privacy Policy, Data Processing Addendum, and other relevant legal information to understand your rights and our commitments.