Sales document management for every quote, bill and expense

Drive is the hub for your sales documents. It groups Proposals, Estimates, Invoices, Credit Notes, Payments and Expenses behind a folder-style home screen, so every document that follows a sale can be found, filtered and discussed from one place. Each folder can be switched off if you do not use it.

Yes. Each of the six categories in Drive can be switched on or off for the workspace. If you never issue credit notes or estimates, you can turn those folders off and the rest of the team will not see them.

Yes. Access to each Drive category is set per staff member. You can let someone work with expenses and proposals but keep invoices and payments closed to them, without building a new role just for that. You can change one person's access without touching anyone else's.

Inside any category you can filter by Assigned to me, Created by me or Pinned, by the related lead or customer, by assignee, by status and by a date filter made for that type. Full text search covers the rest.

Yes. Every document has an internal chat and private notes that only your team sees, plus a separate customer thread for talking with the client. The two conversations never mix, even though they sit on the same document. Private notes go one step further: they are yours, with admins able to read but not edit them.

The owner decides per document type. Optional tabs include Checklist, Attachments, Documents, Tasks, Reminders, tabs for related documents and an Activity log. You can show the ones your team needs and leave the rest off. Each document type keeps its own tab choice.