What are these documents?
The Documents module brings together sales documents, including quotes and orders. You’ll also find delivery notes, invoices and other customer documents.
View documents linked to an account or an opportunity to track sales activity.
Why use documents?
Keep each customer’s sales documents in one place. Check their status and review the account’s document history.
Share this information with your team to coordinate your work.
Explore the Documents module
Open Documents in the web app or mobile app.
The web app shows documents in tables with columns to help you review and analyse the information.
The mobile app shows the same information in a layout that suits your device. Use the app to check documents while you’re away from the office.