Documents are the material your salespeople need during a deal: a product sheet, a pricing guide, a call script, a "how we beat Competitor X" sheet. You add them once on the "Documents" tab of the "Sales coach" page (admins only), and attach them where they are useful. On each deal, the "Resources" tab then shows the documents that fit that deal at that moment.
Add a document
- Open "Sales coach" in the left menu and the "Documents" tab. Click + and pick "Content".
- In "Select document type", pick how to make it:
- "Text editor" or "HTML editor": write it in the app. The text editor includes images and videos.
- "Upload document": a PDF under 5 MB.
- "Link document": a link to a document kept elsewhere, shown inside the app. A Google Docs link shows as a preview.
- Fill in "Name" and "Notes" (both are required).
- Tick "Publicly available url" if people outside your workspace may open it, for example a prospect you send it to.
- Click "Save".
Show it in the right place
A document appears on a deal's "Resources" tab when it is attached to:
- A pipeline stage: pick it under "Documents" in the pipeline popup. It shows for the whole stage.
- A checklist step: pick it under "Documents" on the step. It shows while that step is current. See Checklists.
- An option of a custom field: pick it under "Document" in the field's popup. It shows on every deal where that option is chosen, in the deal's, its contacts' or the company's fields. For example, a Competition deal field with the option "Competitor X" can bring up your "how we beat Competitor X" sheet. See Custom fields.
On the deal, the "Resources" tab shows one document at a time, with a list at the bottom to switch between them.
Manage your documents
The three-dot menu on a card offers:
- "Preview".
- "Share": copies the document's public link (public documents only).
- "Clone": makes a copy whose name ends in "(CLONE)".
- "Edit" and "Delete".
To keep them in order, make folders with + › "Folder" (or "Create folder" while there are none) and drag cards onto them. A folder's three-dot menu offers "Open", "Edit" and "Delete"; "Back" goes up a level.
Ready-made documents appear on grey cards under "Show defaults".
Good to know
- Documents are shared by the whole workspace. Without "Publicly available url", a document opens only for logged-in members of your workspace. Only the person who made a document can change that box.
- Uploaded documents must be PDFs under 5 MB.
- Creating your own documents needs a plan with the full Sales Coach. Without it the + button is missing.