Why is the Documents module important?
The Documents module in Vtiger CRM helps you by:
- Centralizing all your documents and makes your search easy.
- Making sharing documents easy with the help of click-to-embed links.
- Giving you real-time notifications that keep you updated about your customers’ actions on documents.
- Collaboration with customers becomes easy because of in-document comments.
- Document analytics and sales attribution tracking.
- Automated sharing of documents via workflows eases your tasks.
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