Store proposals, contracts, IDs and collateral against the exact lead, deal or account they belong to — versioned, permissioned and searchable, with a full audit trail of who opened what.
Every document lives on the record it relates to — a proposal on its deal, a signed contract on its account, a KYC file on its contact — so anyone with access finds the right version in seconds instead of digging through inboxes and shared drives.
Reusable templates speed up the common documents, e-signature closes the loop, and field-level permissions plus a complete audit trail keep sensitive files governed and DPDP-compliant.
Files live on the lead, deal, account or ticket they belong to — never orphaned in a drive.
Every revision retained with who-changed-what, so you always open the current file.
Field-level permissions decide who can view, edit or download each document.
Generate proposals and contracts from templates and send them for signature.
Find any document by name, type, record or tag across the whole platform.
Every open, edit and share is logged, supporting DPDP-compliant governance with India-only data residency.
Upload a file to a record, or generate one from a template with merged data.
Apply access rules so only the right roles can view or download it.
Route contracts for e-signature and capture the signed copy back automatically.
Every version and action is logged for audit and compliance.
Proposals, quotes and signed contracts on the deal — the whole paper trail in one place.
KYC, agreements and statements stored with access control and audit.
SOWs, handover docs and case attachments on the ticket or project.
The Flow-Cognition Agent runs a real loop on your Document Management data — grounded in your records, governed and logged.
Reads the documents on each record and their versions.
Flags missing or expired files, such as an unsigned contract or outdated KYC.
Requests the file or sends it for signature, with every step logged.
Every AI action respects your field-level permissions and is recorded in a full audit trail. See the AI layer →
Files live on their record, so you open the current one in seconds instead of hunting through drives.
Proposals, contracts and KYC sit on the deal, account or ticket they belong to.
Field-level permissions and a full log of every open, edit and share.
Documents stored with DPDP-aligned governance and India-only data residency.
On the lead, deal, account or ticket they relate to, so every file has a home on the right record instead of a shared drive.
Yes. Field-level permissions decide who can view, edit or download each document by role.
Every revision is retained with a record of who changed what, so you can always see and restore earlier versions.
Yes. Build proposals and contracts from templates and send them for e-signature, with the signed copy captured back on the record.
Every open, edit and share is logged, supporting DPDP-aligned governance with India-only data residency.
Start free in minutes, or book a demo and we'll set it up on your own data.
