Documents
Early accessProposals, quotations and files that stay attached to the deal
Draft quotations and proposals from templates, send them for acceptance, and keep every file connected to the customer and project it belongs to.
Documents & Quotations is in early access. Available to invited workspaces while we finish it. The capabilities below describe what early-access workspaces can use; details may change before general availability.
What's included
Documents & Quotations, in practice
Quotation builder
Line items, quantities, taxes and discounts with your branding. Reuse items and rate cards across quotes.
Proposal templates
Start from a template with your standard sections. Change once, reuse everywhere.
Send and track acceptance
Share a quotation link, see when it was viewed, and record acceptance. Accepted quotes can create a project.
File storage by context
Upload files to a customer, project or task. Find them by where they belong, not by folder guesswork.
Versioning
Revise a quotation and keep the history. The latest version is always clear.
PDF export
Every quotation and proposal exports as a clean, branded PDF.
Outcomes
What changes for your team
- Faster quotes
- No lost attachments
- Scope that carries into the project
Used by
See it in context
FAQs
Questions about documents
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access