Secure document management
Store signed agreements, price files, marketing artwork and product certificates in one place, with smart, role-based security and minimal admin overhead.
Granular access control with inheritance
Set permissions on every folder and document so commercial teams, sales reps and accounts only see what's relevant to them.
Auto-generated folder structure
Folders are created automatically for every buying group, agreement, promotion and tender, so there's no manual housekeeping.
Quick uploads for your team
Reps and account managers can upload documents directly, with optional moderation and multi-step approval before files are shared with buying groups.
Time sensitive documents
Tag documents with effective dates so your team only sees the price files, promotions or certificates that apply right now.
Automated thumbnail generation
Promotion artwork and PDF documents are converted to thumbnails for fast on-screen browsing without downloads.
Inline document previews
Preview agreements, price files and marketing collateral at full size in the browser, reducing the need for unnecessary downloads.
Document access auditing
Full audit trails for every document preview and download, so you know who has accessed what, and when.
AI document summarising
Built-in AI summarises long agreement documents so commercial teams can check key terms before signing or amending.
Ready to take the next step?