The CRM Plektan has a convenient tool called "Documents" that helps organize work with files.

Especially useful is the module "Documents - Document Files" — it makes working with contracts as simple and quick as possible: add, edit, search, and upload necessary files in just a few seconds.

This module will provide you with:

📌 Centralized storage — all templates and contract forms are structured by types of agreements.

📌 Convenient addition and updating — attach current versions, edit or delete documents with one click.

📌 Automatic access for colleagues — the last added file is immediately available in the contract card.

📌 Instant search and flexible filters — find necessary documents by number, parameters, or date.

📌 Export to PDF — create lists and download them in a convenient format for reporting or working on the go.

Thanks to the "Document Files" module — there is no need to waste time searching or getting confused between old and new file versions. This is your reliable digital archive, always at hand and available to the whole team at any moment in CRM Plektan.