Keep your team in the loop with our Document Sharing System for Sales Teams

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
Note: Integration described on this webpage may temporarily not be available.
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What makes pdfFiller an outstanding Document Sharing System for Sales Teams?

Explore a vast array of features that streamline your daily work.
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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.
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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.
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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.
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Password protection
Lock your documents with a password to protect them from unauthorized access.
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Expiration dates
Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.
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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

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Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
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Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
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Unlimited document storage
Securely store any number of documents and templates in the cloud.
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Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
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Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
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Security & compliance
Protect your data according to the highest security standards.

How to leverage the most effective Document Sharing System for Sales Teams

Unlock all the possibilities of document management with pdfFiller’s state-of-the-art features for efficient distribution and collaboration on files. Effectiveness and connectivity are critical for solutions like this Document Sharing System for Sales Teams, and pdfFiller is your trustworthy partner in reaching just that. Discover the intuitiveness and convenience of being able to share important paperwork with team members, customers, or partners anytime, anywhere, and on any device.

With real-time updates and notifications, you always keep abreast, making sure that tasks move ahead seamlessly. This platform empowers teams to work together better, fostering a collaborative environment that drives great outcomes. In addition, pdfFiller ensures that your documents are distributed and stored safely. With advanced encryption and permission settings, you control who views or modifies your PDFs, safeguarding your sensitive information.

Steps to get started with your Document Sharing System for Sales Teams

01
Get started with pdfFiller by logging in to your existing account or creating a new one and starting a free trial. While on trial, you can access exclusive features for efficient document management.
02
Proceed to the Dashboard, click Add new, and upload, create the PDF form from scratch, or get an appropriate template in the library.
03
Once you’re in the online editor, you can apply all the changes to the form utilizing pdfFiller’s editing tool panel.
04
Add fillable fields for more efficient collaboration. Click the EDIT FILLABLE FILEDS button on the right, pick the field type, and place it where required 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 done with the document, click the dropdown next to DONE, and select Share. Choose the most suitable way to send the form.

Embrace the power of pdfFiller’s capabilities and impove your document-based workflows. Elevate your productivity, boost collaboration, and protect your paperwork in one platform. Start your journey towards exceptional efficiency and connectivity by registering your account now.

Ready to get started?

Jump in and try our Document Sharing System for Sales Teams 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.
Versioning allows a Team owner to roll back any changes and restore a previous version of the document, a very useful feature! Currently File Versioning is set to store the last 25 versions of a file automatically, this may change in the future depending on the space available.
Share a file in a chat Go to Teams and select Chat. Open the chat conversation you want to share a file in. Select Attach file. beneath the compose box. Select OneDrive or Upload from my computer, depending on where the file is located. Select the file and then select Share or Open.
Share a file Sometimes words aren't enough, and you need to post a file to a channel conversation. Tip: Teams works particularly well with Microsoft Office documents. Attach under the box where you type your message.
Files uploaded and shared to a team are accessible to every member of it. Using Microsoft 365 on the web, Microsoft 365 for Android or iOS, or the latest applications from Microsoft 365, you and your team members can coedit Word, PowerPoint, or Excel documents or comment on Visio files.
Best practices When you want to share, don't attach files to an email. Instead, choose Get link from Microsoft Teams or SharePoint and send the link in email. To share a file externally, add the user as a guest to your team, or use SharePoint to get a secure link to share just that file.
Is Microsoft Teams a document management system? Microsoft Teams is not a standalone document management system. But, that's not to say you can't manage your documents in Teams. Teams is built on the backbone of SharePoint.
You can manage files directly from the Microsoft Teams file tab or the underlying SharePoint site. When creating a new team, a SharePoint Online team site is created with a single document library.
Document management software like DocuXplorer focuses on records management. Among its many uses, document retention and compliance are core deliverables of a DMS. SharePoint, on the other hand, was built to encourage collaboration on projects.
Simply open File Manager and access all folders of all teams in just one view. Control permissions and access, share individual documents or even entire folders and keep track of confidential data. Work with a familiar user interface and your familiar folder structures. Display them fully integrated in Microsoft Teams.
Use the Files tab in a channel In a channel, use the Files tab to find, organize, and share files. To pin a file to the top of the files list, choose a file, select Show actions () > Pin to top. Select Upload to add a file or folder to the channel and a copy appears in your Files tab.

Video guide about Document Sharing System for Sales Teams