Share sales documents without losing oversight.
Quotes, contracts and project documents pass through many hands. A defined exchange method helps you organise handovers and collaboration deliberately.
Map the customer process
Define which documents a customer should receive, when they should receive them and who handles questions. A shared view is helpful when colleagues cover for one another. Separate internal drafts from approved documents and assign responsibility for each handover.
Send once or keep collaborating
A transfer lets you share a specific document package. For ongoing projects, a TeamTransfer space may be more suitable for exchanging files among authorised participants. Confidential files are not automatically shared with the whole sales team or every project partner.
Review recurring handovers
If documents originate in a CRM or ERP, consider the available interfaces as well. Include approvals and error handling in the design. Bring a specific quote or contract workflow to the demo and explore the relevant features together.
Practical check: from quote to project handover
Walk through a typical sales case using sample files: a quote is approved, shared with the customer and updated after a question. Check that the customer receives the right version and that a colleague covering the task understands the case. A file list alone does not answer these organisational questions.
When the order is confirmed, decide which documents move into ongoing collaboration. Assign responsibility and permissions for that step so the initial quote handover and a later shared project space form one clear customer process.