Send interactive documents.
With Collaborate, create interactive documents to grab a larger share of attention. When you embed videos, images, and dynamic forms, your documents will be engaging and get your point across—fast.
Sharing your documents is quick and simple. Just send a secure, unique link that your customers can use to view documents online, anytime and anywhere, from any device. Say goodbye to bulky email attachments and file size limitations.
Say goodbye to documents that disappear into a blackhole once they’re sent. You can track and review how your customers engage with the documents you send and be notified when they do. Get emails, texts, custom alerts, and reports, or all of the above. And the whole process can be mobile, for you and your customers.
Take care of housekeeping automatically. Instantly save documents and update key fields in your CRM or other system of record, so you don’t have to do it by hand. Powerful integrations make it easy to work with the platforms you already use.