What are documents?
The Documents module brings together the sales documents generated during sales activity, such as quotes, orders, delivery notes, invoices and other documents related to your customers.
From this module, you can view the documentation associated with each company or opportunity and quickly access the information you need to keep track of sales activity.
Why are documents important?
Working with documents allows you to:
Centralise the sales documentation for each customer.
Check the status of quotes, orders and other documents.
Quickly access a company’s document history.
Share sales information with the rest of the team.
Keep the sales process organised and easy to track.
Explore the Documents module
The Documents module is available in both the web app and mobile app.
The web app provides a more comprehensive view of the information, using tables and columns that make it easier to review and analyse documents. The mobile app provides the same information in a format designed for accessing sales documentation while working away from the office.