Apptivo Documents App



documents

Documents

Documents Management App supports you to store the different format of the documents including spreadsheets, presentations, sales proposals, project requirements & reports, checklists, word processors etc. You can create, share, edit the folders and can upload any type of files such as text, PDF, CSV etc.

Application Features

All documents can be stored in one central location, enabling easy searching of documents. Integrates with and attach documents from your Google Drive, Dropbox, OneDrive, and your Computer (local).

customer creation

Select the required document and send emails, right from the Documents App. Choose the required attachment, enter the email address(s) and subject, and click on send.

importing customers

Documents are meant to be shared. Offers a safe and secure sharing process. You can share documents directly with your required employees and teams. Your employees can gain access to theses shared documents from their accounts.

email notifications
seamless integration

Seamless Integration

Closely integrated with almost all of the apps in Apptivo. You attach documents from a customer record, leads, opportunities, and even in the creation of templates etc.


Integrated Applications

Documents App integrates seamlessly with the following applications

Customers     Opportunities

Easily share the documents you attach with the respective employee. He/she can access the document from the Documents App, after logging in to his/her Apptivo account. Learn More about Employees App

Application Roadmap

  • V7 Upgrade
  • Bulk Actions
  • Create Folder

  • Performance optimization
  • Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

trial-img

Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.