Share quotations and contract documents with selected recipients
A quotation often consists of more than a single document. Presentations, technical attachments and additional contract documents complement the commercial terms. Recipients benefit from receiving the right collection together rather than assembling it from several messages.
With Qiata, you make the required files available centrally and send an access link. You decide who receives the transfer and which access conditions apply. Related documents stay organised as a folder structure. Transfer activity helps you trace sharing with customers and partners.
Share files directly from Outlook
Sales teams often communicate with customers by email. The Qiata integration lets you share files directly from Outlook. Your email remains the place for a personal message, while Qiata organises access to the related files.
This brings file sharing into a familiar workflow. We can clarify which Outlook version is supported and what your environment requires with your IT team. Sharing through the browser gives your team another option for its tasks.
Organise tender documents together
Several people often contribute to a tender. Sales documents, technical information and commercial records need to be brought together. TeamTransfer provides a shared project space where your team organises files and folders and includes participants according to their permissions.
External partners can also join the collaboration. If you need specific files from a customer or partner, use an invitation to request them. Incoming files then have a defined route within the sales workflow.
Support sharing throughout a sales project
Contacts and required documents change with each project. Recipients, expiry dates and protection options should suit each handover. Your organisation's centrally configured rules provide the framework; transfer activity helps you trace individual handovers.
Choose a typical quotation process as an example for your live demo. Together, we can explore how the first file handover, teamwork and requests for supporting documents fit together. Individual features become a clear workflow for your sales team.
Explore the relevant features
Discover your file sharing options in detail.
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