Features

Document Management

Features

Document Management

Easily upload documents, images, spreadsheets, PDFs, and more. Attach them to e-mail messages and templates, or upload them to a record for historical purposes.

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Document Management
Multiple File Uploader

Multiple File Uploader

Minimize upload time by uploading multiple files in one go.

Upload various filetypes from your local computer at once.

View archived file uploads at any time and download uploaded files with the click of a button.

Attach Documents

Attach documents to any record with the built-in upload feature.

Attach signed documents, proposals, scanned images, and more with the upload feature located in the timeline of each record within Snapforce.

Easily access attached documents at any time by downloading the stored file directly from the record.

Attach Documents
E-mail Attachments

E-mail Attachments

Attach files from your local computer to an outgoing e-mail message.

Upload a single file or multiple files to an individual e-mail message or a mass e-mail message.

Keep track of what attachments were sent by viewing the archived e-mail and attachment information in the Activities module.

File Versions

Attach any of the allowed filetypes to a record or an e-mail.

Attach any of the following filetypes: 4te, bcc, bmp, csv, doc, docx, dwg, gif, gz, jpg, jpeg, mp3, mp4, m4a, odt, pdf, png, ppt, pptx, pr8, prx, r3d, rp5, rpx, rvt, tv5, txt, wav, xls, xlsx, xml, zip.

Files can be attached with the max size of 48.83 MB each.

Track File Versions
Functionality

Other Features

Sales Force Automation Feature

Sales Force Automation

Keep your sales team focused and moving through the sales cycle with our built-in sales automation feature set.

  • Leads, Contacts, Accounts, Opportunities
  • Automatic Call Logging
  • 2-way Mail Sync
  • Calendar Sync
  • Custom Workflows
Customer Service Feature

Customer Service

Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.

  • Case & Ticket Management
  • Solutions
  • Knowledge Base
  • Service Reports
  • Client Portal
Marketing Automation Feature

Marketing Automation

Keep your company growing with our tight-knit marketing automation feature set.

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Mass Email
  • Auto-Responders
  • Email Templates
  • Email Delivery Tracking
Analytics Feature

Analytics

Understand your data and the progress of your team with our reports and analytics tools.

  • Standard & Custom Reports
  • Recurring Reports
  • Share Reports
  • Export Reports
  • Copy and Paste Reports
  • Grouped Reports
Inventory Management Feature

Inventory Management

Keep your products and inventory organized and in sync with quickbooks.

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
Document Management Feature

Document Management

Centralize your company documents and files, organize and link them to individual customers or leads.

  • Multiple File Uploader
  • Attach Documents
  • E-mail Unlimitted Attachments
  • File Versions
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