
Folders and uploads, with documents, spreadsheets, and presentations edited live together, and Word, Excel, and PowerPoint files opened as editable files. Share with teammates, verified guests, or anyone with the link on a page with your logo, and fill and sign a PDF or send it out for signatures. The agent reads, edits, and builds files with you, and knows which file, slide, or cells you have open.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Give every new customer a folder with Contracts, Invoices, and Shared with client inside.