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Document workflow

PDF Manager

Convert CRM documents to PDFs in a few clicks, then save, share, and follow up from the records where your work already happens.

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Document conversion interface
What it adds

Documents without the detour

Keep routine document handling inside your CRM rather than moving files between separate tools.

One-click conversion

Turn supported documents into a widely readable PDF format directly from the CRM.

Central archive

Save the output alongside the company, sale, or project it belongs to.

Ready to share

Include converted files in a follow-up or send them by email when needed.