Pricing sheets are among the most sensitive documents in the sales process. They contain confidential information that can easily be misused if shared improperly. At the same time, adding too many security barriers can slow deals and frustrate prospects.
Email attachments offer convenience, but offer zero protection. Once a pricing sheet is sent, it can be forwarded or downloaded without restriction. This creates risk, especially in competitive environments where pricing intelligence is valuable.
Make the buying process simple
The goal is to protect pricing information while keeping the buying process simple. Secure document sharing provides a balanced solution by allowing sales teams to control access without adding unnecessary steps for recipients.
Password protection ensures that only authorized individuals can view pricing documents. Document expiration dates limit how long access remains active, reducing long-term exposure. Download controls prevent files from being saved and redistributed, keeping pricing contained within a secure viewer.
Why it’s better for buyers
From the buyer’s perspective, this approach feels seamless. Documents open directly in the browser without requiring account creation or complex authentication. This maintains momentum while protecting sensitive data.
Secure sharing also provides visibility. Sales teams can see when pricing documents are viewed and how often they are accessed. This helps reps understand buyer interest and time their follow-ups more effectively.
For sales teams worldwide, protecting pricing is not just about security; it is about professionalism and trust. Buyers expect modern businesses to handle confidential information responsibly.
By replacing attachments with controlled access links, sales teams can confidently share pricing without slowing down the deal. Tools like SendTurtle are designed to support this balance between security and ease of use.
