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External collaboration
for sales professionals

From quote to closing, TakeTurns is the ultimate deal negotiation tool

Meet Jeff. Jeff is a sales manager at a software company. He sells his organization's products and services. Jeff collaborates with prospects, customers and partners to follow-up on leads and RFPs, send quotes, and negotiate agreements. He and his team use all sorts of tools to collaborate internally, including: HubSpot, Microsoft Teams, and Dropbox.

For his collaborations with clients, instead of email, Jeff uses TakeTurns.

Jeff, Sales Manager

See how TakeTurns helps sales professionals

Value-Based Selling

Close faster and engage your clients by focusing on the value your products or services deliver to your customers and prospects.

Sales Proposals

Share, review and negotiate Sales Proposal documents with your prospects and clients. Eliminate the disorganization created by email


Share, review and negotiate presales documents with your prospects and clients. Eliminate the disorganization created by email.

All Jeff needs to collaborate efficiently with his clients

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

Participants just have to verify their email, it's easy and secure.
Why is it better than email?
✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.
Why TakeTurns is better than email?
✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.
Why TakeTurns is better than email?
✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

Learn why sales professionals are adopting TakeTurns
as their client-facing collaboration app

Things you can do with TakeTurns

Share, review & revise sales documents

Request deal-related documents

  • Invoicing information
  • Customer onboarding information
  • Internal policies

Learn more

Help Center
Learn how to use TakeTurns in our Help Center
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