Documents
Write Once, Share Everywhere
Professional Documents in Minutes
A rich text editor built for business teams. Create SOPs, client proposals, internal notes, and training guides with full formatting, embedded media, and shareable links. No word processor required.
Professional formatting built in
Headers, bullet lists, numbered lists, tables, code blocks, and inline formatting give you full control over document appearance.
Share with a single link
Every document gets a unique URL. Send proposals to prospects, share SOPs with new hires, or distribute guides to clients without attachments.
Templates for speed
Start from pre-built templates for proposals, SOPs, meeting notes, and project briefs. Customize once, reuse forever.
Editor features
A writing tool built for teams that move fast
Rich Text Formatting
Bold, italic, underline, strikethrough, highlight, and font sizing. Format text exactly how you want it with inline controls.
Structured Content
Headers (H1 through H4), bullet lists, numbered lists, checklists, and blockquotes organize long documents for easy scanning.
Tables
Insert tables with customizable rows and columns. Perfect for comparison charts, pricing tables, and structured data within documents.
Embedded Media
Drop images, videos, and file attachments directly into documents. No separate hosting or linking required.
Code Blocks
Syntax-highlighted code blocks for technical documentation. Write API guides, integration docs, and developer notes with proper formatting.
Version History
Track every edit with automatic versioning. Restore previous versions if a change goes wrong or compare revisions side by side.
SOPs and Guides
Document your processes so your team can scale
Standard operating procedures keep your team aligned as you grow. The document editor makes it easy to write step-by-step guides with checklists, embedded screenshots, and clear formatting that anyone can follow.
Proposals and Notes
Write proposals that close deals and notes that drive action
Create client-facing proposals with professional formatting and share them with a single link. Meeting notes with action items, project briefs with embedded files, and internal memos stay organized and accessible to your entire team.
Write smarter
Your CRM should help you write, not just track contacts.
Create SOPs, proposals, and guides in the same workspace where your team communicates, sells, and delivers.