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.

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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.

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

See the big picture

At any time, anyone can see a complete timeline of the entire collaboration

Why TakeTurns is better than email?

✔ See everything that happened
✔ Bring anyone up to speed quickly
✔ Follow activity of team members

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

The Sales Ops Revolution: How Structured Asynchronous Collaboration Elevates Sales Efficacy

In this guest blog post, Ken Brown, founder of MarxBrown Consulting and a software sales expert, shares his insights on how TakeTurns can enhance the effectiveness of sales operations with its structured, asynchronous, and collaborative approach

What tools do you use for external collaboration?

While professionals are well equipped for internal collaboration, they still don’t have a great way to work with external parties. In this article, we review the options for working with external parties such as clients or partners.

eSignature is not enough: the rise of pre- and post-signature automation

Electronic signature, or eSignature, changed how we sign contracts but did not address the inefficiencies we experience pre-and-post signature in the contract negotiation and execution process.

Things you can do with TakeTurns

Share, review & revise sales documents

Sales proposal
Presales documents
Sales presentations & marketing materials
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

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Help Center

Learn how to use TakeTurns in our Help Center

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