Document Management Questions
I have a few questions about document management.
What is Smart Docs vs. Panda Docs?
For the document management system, how does it work? What’s the difference between linking OneDrive and uploading directly on the Contact card?
If we upload documents on a deal, does it push to the contact card?
Is there a way to link all of them together? Deal, contact card and OneDrive?
I know I had a few questions but figured one thread since it's the same subject.