Integración con ShareFile

Descripción general

Connect your ShareFile secure file sharing with Salescaling to manage your sales documents and client workflows.

Cómo funciona

• When a new deal is created in Salescaling, create a new folder in ShareFile for the client's documents.
• Keep your sales proposals, contracts, and other documents securely stored and organized.
• Improve your client experience with a secure and professional document management solution.