Every proposal, case study, contract and training document in one place. Organized by deal or project, shared with the right people and tracked in real time.
Keep proposals, case studies, contracts, videos and training documents organized by deal or project.
Share via secure links and track document views so you always know when buyers and customers engage.
Create and collaborate on wiki documents for anything from business cases and requirement docs to knowledge bases and playbooks.
Manage access permissions so the right people see the right documents at every stage.
1
Centralized Document Organization
Centralize all deal and project documents in one hub so proposals, case studies, contracts and training materials are always organized and accessible.
Use tags and categories to structure your document library so the right files are always one search away.
2
Collaborative Wiki Creation
Go beyond file storage with collaborative wiki documents your team can use for business cases, requirement docs, SOPs and knowledge bases.
Create, edit and maintain wikis together in real time so your team always has access to the most current version of every document.
3
Simple and Secure Sharing
Send secure document links to anyone inside or outside your organization with one click.
Set read only or review access per document so your team maintains full control over what gets shared and with whom.
4
Built in eSign and Document Approvals
Review, approve and sign contracts without leaving the platform. Built in eSign supports multiple stakeholder signatures in one workflow.
Maintain version history and track changes so your team always has full context on every document before it goes for signature.
5
Document Engagement Tracking.
Track every document interaction in real time so your team knows when buyers open proposals, review contracts or access shared files.
Use engagement data to prioritize follow-ups and focus on the deals and customers that are most actively engaged.
One hub for every document across every deal, project and customer relationship.
Track document views and engagement so your team always knows when to follow up.
Built in eSign means proposals and contracts get signed faster without third party tools.
Wiki documents go beyond file storage for business cases, requirement docs and team knowledge bases.
Granular permissions keep sensitive files protected while giving clients and partners the visibility they need.
