Enhance collaboration with Document Sharing Software for Lead Management
Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
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What makes pdfFiller an outstanding Document Sharing Software for Lead Management?
Explore a vast array of features that streamline your daily work.
Multiple sharing options
Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.
Secure shareable links
Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.
Permissions control
Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.
Password protection
Lock your documents with a password to protect them from unauthorized access.
Expiration dates
Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.
Instant notifications
Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.
Trusted document editing and sharing software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
238K
documents shared per month
Create, edit, and share documents securely with an end-to-end PDF solution
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller streamlines document processes across industries
Our user reviews speak for themselves
How to use the best Document Sharing Software for Lead Management
Exploit all the possibilities of document management with pdfFiller’s cutting-edge capabilities for effective distribution and collaboration on files. Effectiveness and connectivity are critical for solutions like this Document Sharing Software for Lead Management, and pdfFiller is your trustworthy partner in reaching just that. Explore the ease and convenience of having the ability to share important paperwork with team members, clients, or partners anytime, anywhere, and on any device.
With real-time updates and notifications, you always keep abreast, ensuring that projects move forward seamlessly. This platform enables teams to work with each other better, fostering a collaborative environment that brings great outcomes. Additionally, pdfFiller ensures that your documents are distributed and stored securely. With advanced encryption and permission settings, you control who opens or modifies your PDFs, protecting your sensitive information.
Steps to get started with your Document Sharing Software for Lead Management
01
Get started with pdfFiller by signing in to your current account or creating a new one and starting a free trial. While on trial, you can access advanced features for efficient document management.
02
Proceed to the Dashboard, click Add new, and import, create the PDF form from scratch, or find an appropriate template in the catalog.
03
Once you see the online editor, you can introduce all the alterations to the form utilizing pdfFiller’s editing tool panel.
04
Add fillable fields for more effective collaboration. Click the EDIT FILLABLE FILEDS button on the right, select the field type, and drop it where needed across the sheet. Add as many fields as needed.
05
Assign fillable fields. Where necessary, assign particular fields to certain parties you will share the work with. When done with field configurations, click SAVE to continue editing.
06
As soon as the paperwork is ready, click the dropdown next to DONE, and select Share. Choose the most suitable way to distribute the form.
Embrace the power of pdfFiller’s functionality and enhance your document-based workflows. Level up your productivity, boost collaboration, and secure your paperwork in one platform. Start your journey towards exceptional efficiency and connectivity by creating your account now.
Ready to get started?
Jump in and try our Document Sharing Software for Lead Management hands-on!
Speed up document editing and sharing
Enhance data security
Simplify document tracking
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is the best software for lead management?
The 10 Best Lead Management Software to Use in 2024 (Free & Paid) ClickUp. Manage leads, personal tasks, and communication in ClickUp from any device. Salesflare. via Salesflare. Pipedrive. via Pipedrive. BizConnect. via BizConnect. via Freshsales. via Freshsales. Apptivo. via Apptivo. Creatio. via Creatio.
What is lead management tool?
Lead management is a process that begins with the identification of potential clients, known as leads, and continues until these leads are converted into clients. Some of the most important components of lead management include lead scoring, lead segmentation, lead nurturing strategies, and lead tracking and analytics.
What is lead in CRM software?
In most CRM systems, the term lead is used to describe an individual who might become your customer, but currently isn't. To put it simply, a 'lead' is your potential customer.
How do you create a lead management system?
Here are the steps on how to manage sales leads: Define your lead qualification criteria. Set up a lead management system. Capture leads from all sources. Define criteria to qualify leads and set up your lead management software for it. Assign leads to the right sales team members. Nurture leads with relevant content.