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File sharing and 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, Account Executive

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.

It's always free for your invitees.
Why TakeTurns is 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

Archive in one click

When you're done, wrap-up to archive your content for all participants
Why TakeTurns is better than email?
✔ Formal close of a collaboration
✔ Automated archive
✔ Comply with record retention rules
✔ Comply with privacy regulations

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

Things you can do with TakeTurns

Share, review & revise sales documents

  • Sales presentations & marketing materials
  • Commercial proposal
  • Customer agreement
  • Order form & Quotes
  • NDAs
  • Terms of Services
  • Partner agreement

Request deal-related documents

  • Invoicing information
  • Customer onboarding information
  • Internal policies

Get started today

Help Center
Learn how to use TakeTurns in our Help Center
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