Document Library

Manage & share commonly
used sales/marketing collateral

The Document Library stores your most commonly needed sales information for easy sharing, retrieval and managing. The latest sales presentation template, prospect conversation guides, proposals, pricing sheets, and videos are always accessible from anywhere.

The central resource for your information

The Documant Library helps you store, share and manage all of the frequently used sales information, documents, multi-media, and best practices in one central resource. Post the latest versions of your sales collateral and presentations and to help your team keep the prospect moving through the sales process. Powerful search functionality lets you locate documents quickly and send them to prospects via email right from the Library. Version control helps you keep the latest version in the system for everyone to use.

• Find documents fast
  Powerful search lets you search by different criteria to find the information you're looking for quickly.
• Easy upload
  Post new documents to the Library to continually expand and enhance the information available to your team.
• Post library documents to the Prospect Portal
  Keep your prospects informed and engaged by posting relevant documents to the Prospect Portal and track when they visit and view the information.
• Email documents from the Library
  Send a document to a prospect via email right from the Library, delivering relevant information quickly and saving you time.
• Easy document management
  Version control helps you keep track of the latest information and ensures that it's always available for your team.

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