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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.

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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.

Share docs via links

Track opens real-time

Capture qualified leads

1-click CRM integration

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.

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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.

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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.

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The Collaborative Sales CRM

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Backed by Y Combinator