File Storage & Documents | Better Sales Pro

File storage & documents

Store. Organize. Share. All your business files — in one place.

Secure cloud storage built into your CRM. Manage documents, contracts, and assets without switching tools — with permissions, sharing, and search that stay in sync with deals and contacts.

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File storage and documents in Better Sales Pro Ben — I can organize and find any file instantly.

Smart organization

Folders, labels, and star views so proposals, contracts, and client files stay exactly where you expect.

Secure & controlled

Granular permissions by team, role, or link — keep sensitive documents visible only to the right people.

Easy sharing

Share with teammates or clients in seconds — viewer vs editor access without messy email attachments.

Powerful search

Find any document by name, type, owner, or connected record — stop digging through nested folders.

Company files

Your company’s files — finally organized.

One drive-style experience inside Better Sales Pro: central storage that mirrors how your team actually works — by client, deal, or department.

  • Default folders for proposals, contracts, marketing, and client uploads
  • Storage usage visibility for admins
  • Recent files and starred items for fast access
  • Trash & restore when someone deletes by mistake
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My Drive
NameOwnerModifiedSize
Sales Proposal — ACME.pdf YouToday2.4 MB
MSA — Northwind.docx S. JohnsonYesterday840 KB
Q1 Forecast.xlsx M. LeeMar 28128 KB
Booth mockup.png YouMar 264.1 MB
Search

Stop digging. Start finding.

  • Instant results across folders and file types
  • Filters for owner, date, and linked CRM records
  • Open preview without downloading
ACME — Signed proposal.pdf
ACME — Scope draft.docx
Sharing

Share files securely — your way.

  • Invite people by email with viewer or editor roles
  • Revoke access when projects end
  • Activity visibility on critical contracts
Share “Sales Proposal.pdf”
Sarah Johnson
sarah@company.com Editor
Client — ACME
viewer@acme.co Viewer
You Owner
Document actions

Do more with your documents.

  • Preview PDFs and images in the browser
  • Move, rename, and version without losing context
  • Jump straight to e-sign when you’re ready to collect signatures
Sales Proposal.pdf

Preview · Page 1 of 12 · Last edited today

Send for e-signature Download Rename Move
AI assistant

Your AI file assistant.

  • Ask in plain language to locate the latest contract
  • Suggest folders for messy uploads
  • Draft quick summaries before you share externally
“Find the latest proposal for ACME.”
Here are 3 matches — the signed PDF from Tuesday is the current version.
“Move last month’s invoices into Finance.”
Ben AI assistant Ben ties files to contacts, deals, and projects so answers stay grounded in your workspace.
Works with your favorite tools
Google Drive Dropbox Microsoft 365 Outlook Zapier API
Ben

All your files. Always organized. Always within reach.

Secure, simple, and built for your business — file storage that lives where your team already works.

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