Deal File Attachments

Keep all deal-related documents, proposals, contracts, and supporting materials organized in one place by uploading files directly to deals. Attach proposals, contracts, meeting notes, presentations, or any documents relevant to a specific deal, ensuring everyone working on the opportunity has access to the same information without searching through emails or external file systems.

File attachments appear within the deal view, making it easy to access relevant documents when reviewing opportunity details, preparing for client meetings, or handing off deals between team members. Multiple files can be attached to each deal, and attachments remain accessible throughout the deal lifecycle, providing context for decisions and maintaining complete deal documentation.

Ideal for sales teams managing complex B2B deals with multiple documents, businesses that need to maintain proposal versions, or teams coordinating on opportunities where document sharing is critical. Whether you're storing signed contracts, proposal drafts, competitive analysis, or meeting materials, deal file attachments ensure important documents are never lost and always accessible when you need them.