Workspace
Documents, templates, proposals, and product management in one place.
Sub-Dashboards
| Tab | Description |
|---|---|
| Workspace | Templates & documents gallery |
| Smart Updates | AI-generated CRM updates |
| Proposals | Create & manage proposals |
| Products | Product catalog (Admin only) |
| Deal Room | Collaborative deal space |
Templates
Pre-built templates for common sales documents:
- Email templates
- Proposal templates
- Meeting agendas
- Follow-up sequences
Smart Updates
AI-generated CRM updates based on your activities:
- Automatic activity summaries
- Meeting note generation
- Deal progress updates
- One-click CRM sync
Proposals
Create professional proposals with:
- Product selection from catalog
- Custom pricing and discounts
- PDF generation
- E-signature integration
Sales Hub
Access battlecards and sales documents:
- Competitive battlecards
- Objection handling guides
- Product sheets
- Case studies
Keyboard Shortcut
Press ⌘5 to go to Workspace