Save, Tag, And Sort All Your Documents Under One Roof!

Document Features Offered By AuroCRM

Easily Add your Documents

Add relevant documents to separate emails from your AuroCRM dashboard without any trouble. They also show up while going through specific deals.

Directly Attach Documents to Deals

Attach important documents to your sales deals through Google Drive, Onedrive, or via your computer. You can either upload an existing doc or add a new one.

Add Electronic Signs to Documents

Now you can add your electronic signature to all the e-Docs. You can either upload an image of your signature or simply type the name on the panel.

Create Multiple Document Versions

Under the document tab in AuroCRM, create different versions of your documents and access the most recent draft as soon as you open it.

Use Document Templates

With the already prepared document templates, you can easily impress all the customers. You can also personalize the templates to be in tune with the brand.

Effortless Document Sharing

Get complete control over your documents and ensure the doc is shared only with the right people. Also, give access based on their roles.

Trouble-Free Document Importation

Simply import your documents from your computer or the cloud into AuroCRM. Use it later on to create contracts or proposals, attach it to your emails, or just access it from the dashboard.

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Multiple Versions of History

Every document stored in AuroCRM has a Version Log. Every time a new version of the doc is uploaded, the previous one is saved for easy recovery in the future.

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Benefits of Using Documents on AuroCRM

Easier, Reliable & Quicker

With automatic document backup, you no longer have to fret about misplacing original copies. You can quickly create, send, and receive documents through your email and easily lower the time required for approvals.

Stringent Security Standard

Save and send documents with encryption to ensure all the sensitive information mentioned in it is secure. The stringent security standards ensure that your documents are in safe hands!

Simple Document Management

Upload the shared documents on AuroCRM to make sure they are within a robust document management system. You can also quickly search for documents using the internal search option.

Powerful Document Lock

Add a temporary lock to your important documents so that the people you share it with are able to make changes. You can unlock the documents once all the edits are made.