Where PDF doc meets
Google Analytics

Where PDF doc meets
Google Analytics

Relate Docs is the easiest way to send sales documents to customers
and track engagement such as opens, shares, and clicks.

Relate Docs is the easiest way to send sales documents to customers and track engagement such as opens, shares, and clicks.

Relate Docs is the easiest way to send sales documents to customers and track engagement such as opens, shares, and clicks.

Powering modern B2B companies

Powering modern B2B companies

Powering modern B2B companies

Powering modern B2B companies

Features

Turn views into purchases

Turn views into purchases

Send sales decks, quotes, and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.

Send sales decks, quotes,

and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.

CRM Integration

1-click to add viewers as contacts in CRM

1-click to add viewers as contacts in CRM

1-click to add viewers as contacts in CRM

Visitors are turned into contacts. Contacts then are turned into
deals in your CRM. All it within a few clicks.

Visitors are turned into contacts. Contacts then are turned into
deals in your CRM. All it within a few clicks.

Visitors are turned into contacts. Contacts then are turned into deals in your CRM. All it within a few clicks.

Visitors are turned into contacts. Contacts then are turned into deals in your CRM. All it within a few clicks.

Easy controls

Easy docs controls

Easy docs controls

Easy docs controls

Make docs more secure using passwords and gate emails to exactly know who's viewing your docs.

Make docs more secure using passwords and gate emails to exactly know who's viewing your docs.

Make docs more secure using passwords and gate emails to exactly know who's viewing your docs.

Email gated access

Email gated access

Set expire dates

Set expire dates

Set passwords

Set passwords

Allow downloads

Allow downloads

Easy customization

Custom branding and taglines

Custom branding and taglines

Custom branding and taglines

Upload your custom logo and edit taglines to customize viewer experience.

Upload your custom logo and edit taglines to customize viewer experience.

Upload your custom logo and edit taglines to customize viewer experience.

Start free

FAQ

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

What is Relate Docs?

Do you have a free plan?

To use Docs, do I have to use Relate CRM as well?

Send docs and track views real-time.

Send docs and track views real-time.

Send docs and track views real-time.

Send docs and track views real-time.

Skip attachments. Send sales docs via link and track engagement real-time.

Skip attachments. Send sales docs via link and track engagement real-time.