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Fast access for your team, and real visibility once a file leaves the building.
No more searching email chains for the right proposal or contract. Documents sit on the lead or deal they belong to, so there's one file everyone works from instead of three copies in three inboxes. Anyone with access can find it in seconds — no chasing attachments.
Sending a proposal shouldn't feel like posting a letter and hoping. Share it as a tracked link and you'll know the moment it's opened, who opened it, how long they spent, and which pages they actually read. If they forward it to a colleague, you'll know that too — which is often the best buying signal you'll get.
We know choosing the right software raises a lot of questions. Here are answers to the ones we hear most.
Get Started FreeStore proposals, contracts and other sales files on the lead or deal they belong to, keep shared material in a central library, and send any file out as a tracked link.
Yes. Access is set by role — who can view, upload, edit and delete — and staff can be restricted to only the documents they uploaded themselves.
Yes. You get an email the moment a shared file is opened, and you can see who opened it, how many times, and how long they spent on it.
Yes. Files attach directly to the lead, deal, contact or company they relate to, so anyone picking up the record has the right file in front of them.
Because there's only one. The file lives on the record rather than in email attachments, so there's no comparing copies to work out which one is current.
