Share securely with
anyone
Share with your customers
Invite-only access
Send customers an invite to their own secure portal. They log in to view and interact with their deal (no unprotected emails or links).
Document uploads
Request driver’s licenses, credit applications, and more . Your customers will receive an email prompt and upload everything directly through the portal.
Quote sharing
Share a quote (or multiple quotes) with your customer. They can review, compare, and even accept directly within the portal.
Real-time messaging
Built-in chat lets customers ask questions or confirm details securely, without leaving the portal.
Everything in one place
Keep your deal moving smoothly with all quotes, documents, terms, and approvals in one place.
Share with your partners
Partner logins
Invite partners to collaborate on a deal through their own secure login.
Selective sharing
Choose exactly which quotes or documents each partner can see. You control permissions and can update them at any time.
Quote sharing
Share a quote (or multiple quotes) with your customer. They can review, compare, and even accept directly within the portal.
Real-time messaging
Message partners securely inside the portal; no need to switch between tools.
Fully compliant
All partner access is logged, secure, and meets current data regulations by default.
Share with your team
Internal sharing
Share deals with other team members in your organization, including non-admins who wouldn’t normally have access.
Precision control
Define access levels for each team member, from full visibility to deal-specific sharing.
Centralized workspace
Keep everyone on the same page with all internal conversations, notes, and deal updates in one place.
Keep your data safe and your deals moving
Give the right people access. Keep everything else locked down.
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