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Management module
All plans
Chat + Email
Give your sales and account team one secure place to store, access and share client contracts, NDAs and service agreements. Version-controlled, searchable and accessible from any device. No more hunting through email attachments or shared folders.
Upload and organise contracts, NDAs, SLAs and any client document. Folder structure you define.
Find any document in seconds by client, date, type or keyword.
Define who can view, upload or download documents. Keep sensitive contracts visible only to the right team members.
Set reminders for contract renewal dates. Never let a client agreement expire unnoticed.