Where PDF doc meets
Google Analytics
Relate Docs is the easiest way to send sales documents to customers
and track engagement such as opens, shares, and clicks.
Powering modern B2B companies
Features
Turn views into purchases
Send sales decks, quotes, and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
CRM Integration
1-click to add viewers as contacts in CRM
Visitors are turned into contacts. Contacts then are turned into deals in your CRM. All it within a few clicks.
Easy controls
Easy docs controls
Make docs more secure using passwords and gate emails to exactly know who's viewing your docs.
Email gated access
Set expire dates
Set passwords
Allow downloads
Easy customization
Custom branding and taglines
Upload your custom logo and edit taglines to customize viewer experience.
Start free
FAQ
Frequently Asked Questions
What is Relate Docs?
Do you have a free plan?
To use Docs, do I have to use Relate CRM as well?
Send docs and track views real-time.
Skip attachments. Send sales docs via link and track engagement real-time.
