Document Library

Zoho CRM lets you distribute and safely share proposals, competitor comparisons and similar documents to your Sales & Marketing team, right within Zoho CRM. With document library, get easy and quick access to the important marketing collateral within your organization.

 

Share Content With The Right People

Create folders, sub-folders and share collateral to your salespeople based on roles in the organizational hierarchy.

Send Documents From Your CRM

Email proposals to your prospects by attaching documents from Zoho Docs, Google Drive, Document library or your local computer.

One Document. Multiple Versions

Check out files from the document library, modify and check in to maintain multiple versions of your sales collateral in a central repository.

Reviews Made Easy

Win more deals with improved quality of documents based on comments and feedback from your colleagues.

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