Docs
Native documents are coming in an upcoming version. Today you connect Google Drive, preview your Drive files inside Co-hub and keep a Google Drive folder for every client.
What is coming
Docs will let your team write and keep documents directly in Co-hub, next to the work they describe, instead of in separate files scattered across folders. Policies, proposals and meeting notes will live in the same place as your leads, deals and tasks.
What you can use today
Connect Google Drive and preview your Drive files without leaving Co-hub. Every client also gets a Google Drive folder where their documents are filed, so quotations and contracts are easy to find later.
What you can do
Native documents
Write and keep documents without leaving Co-hub.
Connect Google Drive
Link Google Drive to your Co-hub workspace.
Preview Drive files
Open and preview your files without leaving Co-hub.
A folder per client
Every client's documents filed in their own Google Drive folder.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.