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How to use TakeTurns (Use cases)

TakeTurns supports numerous collaboration use cases.

External collaboration

Confidential & Private Content Exchange

Document Collection

External Document Collaboration

External File Sharing

Share or collect sensitive documents and files with external organizations

Simplify how you collect documents from your clients or any external organization

Collaborate securely on documents with external stakeholders

Securely share documents and files with your clients or any external organization

Collaborations for your role

Sales

Sales Engagement

Elevate the customer experience with one place to exchange and review sales documents

Presales Delivery

One place to share presales documents with your customers

Customer Onboarding

Elevate the onboarding experience for your customers

Consulting & Services

Service Delivery

Improve project delivery with your clients with one place to share documents and files

Customer Onboarding

Elevate the onboarding experience for your customers

Contract Negotiation

Replace those hundreds of emails and attachments with a single contract negotiation flow

NDA

Make the review of NDAs and Confidentiality Agreements secure and easy

Audit & Compliance

Audit

Streamline your audit engagements and keep track of everything

Due Diligence

One place to share and request due diligence documents

KYC

Centralize all your compliance requests and ensure accountability at every step of KYC

M&A and Investments

Due Diligence

One place to share and request due diligence documents

Deal Preparation

Gather, organize, and review deal documents and files with your clients

Procurement

RFx

Streamline your RFI/RFP/RFQ process with vendors and keep track of responses

Vendor Onboarding

Accelerate the vendor onboarding experience and keep track of everything

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