Custom Documents for Your Business
Generate professional, customizable documents with Salesteer's integrated drag & drop editor and consistent style
The Documents tool allows users to fully and precisely customize document templates using a state-of-the-art drag & drop editor. The completed documents can be linked to various elements of the CRM, making it possible to quickly recall them and maintain a consistent layout.
Create Custom Documents with Salesteer: Easy, Fast, and Consistent
With Salesteer's Documents tool, you can create custom documents for your business quickly and easily. Whether you need to create contracts, business proposals, or reports, you can do so easily and with a consistent design. With the complete and state-of-the-art drag & drop editor, you can write your documents intuitively and quickly. You can customize your documents based on your needs, without requiring advanced technical knowledge. Once you've created your custom documents, you can link them to offers, opportunities, customers, leads, invoices, tickets, and projects. In this way, you can recall them at any time, without having to create the document from scratch every time.