Document Management: Organize Proposals, Contracts, and Files
Best practices for attaching, organizing, and sharing documents within TrueValue — from sales proposals to signed contracts.
Documents scattered across email, Google Drive, and local folders are a recipe for lost deals and compliance failures. TrueValue document management keeps everything attached to the right record.
Best Practices
- Attach proposals and contracts directly to deal records
- Use document templates for consistent branding and formatting
- Set expiration dates on shared links for security
- Track document opens and downloads to gauge prospect interest
- Version control — keep history of all document revisions
Integrated with Google Drive and OneDrive, so you can link existing documents without re-uploading them.
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