Sheets & Documents
Reports and proposals
built right where your data lives
Create spreadsheets with formulas and formatting, write documents with rich text editing, and share everything with a unique URL. No more exporting data to external tools or emailing attachments back and forth.
Data stays connected
Spreadsheets built inside your CRM can reference deals, contacts, and pipeline data. No export/import cycles that break links.
Professional formatting
Rich text editing with headers, lists, bold, italic, code blocks, and embedded media creates polished documents without external tools.
Share with a link
Every spreadsheet and document gets a unique URL. Send proposals to prospects and reports to stakeholders without attachments.
Document tools
Spreadsheets and documents, no external tools required
Spreadsheets
Full grid-based spreadsheets with rows, columns, cell formatting, and data entry. Build reports, trackers, and data tables directly in your workspace.
Formulas
SUM, AVERAGE, COUNT, IF, and more. Calculate totals, averages, and conditional values without exporting to a dedicated spreadsheet tool.
Documents
Long-form text documents with page structure. Write internal guides, client proposals, and process documentation in a clean editor.
Rich Text
Bold, italic, headers, bulleted lists, numbered lists, code blocks, and horizontal rules. Format documents professionally with familiar controls.
SOPs & Proposals
Write standard operating procedures and client proposals that stay connected to your CRM data. Reference deals, contacts, and metrics inline.
Per-File URLs
Every file gets a unique shareable link. Send a proposal to a prospect or a report to a stakeholder without downloading or attaching anything.
Spreadsheets
Crunch numbers without leaving your CRM
Grid-based spreadsheets handle everything from simple tracking tables to complex formula-driven reports. Cell formatting, column resizing, and data validation keep your sheets clean and accurate. Build the reports your team needs without context-switching to another application.
Documents
Write, format, and share professional documents
Rich text documents support headers, lists, embedded media, and code blocks. Write SOPs that new hires can follow on day one, client proposals that close deals, and internal guides that keep your team aligned. Every document lives in context alongside the contacts and deals it references.
Create in context
Stop exporting. Start building inside your CRM.
Spreadsheets and documents that live next to your deals, contacts, and pipelines. Everything your team creates stays connected.