Install Trend
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-09-09 | 0 | - |
| 134 days of no change | ||
| 2026-04-27 | 19 | -19 |
| 143 days of no change | ||
| 2025-12-04 | 17 | +2 |
About
Your Challenges
Do you need a reliable way to access your files and organize your sales process? Are you wasting time double checking that you have the current version of documents? Do you need a better way to keep everyone on the same page throughout the sales process?
Our Solution
With SalesWon Document Management, you can access your files from anywhere and organize your quotes, orders, and sales-related documents in a way that expedites your sales process. With version control, you can ensure that everyone has the most up to date copy of documents. Track and manage documents to ensure that your sales expectations are met by your sales team.
Key Features
- Intuitive UX
- Give users access to a Document System similar to their home computer
- Enable drap-and-drop functionality within the client
- Create and Manage Folders and Shortcuts
- Folder hierarchy can be auto-created based on record hierarchy
- Version Control
- File changes can be used to drive record workflow
- Folder Security
- File and folder permissions are set for security
- Seal Folder is used to lock a folder and its files from any future changes
- Document Attributes
- Distinguish types of files/folders
- DocuSign Integration for Digital Signatures