Can I upload a scanned copy of a deal document?

Can I upload a scanned copy of a deal document?

Yes, you can upload a copy of scanned documents to your deals.
  1. Navigate to the Deals screen and select the deal record you wish to upload a document to.
  2. Click on the "Edit Deal" button, and then go to the Documents tab.
  3. Click on the "Upload" button.



  4. In the pop-up window, complete the fields such as:
    1. Document Type
    2. Signature Status
    3. Document Name

  5. Select the file from your computer and click the "Upload" button to add the document.

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Why Deals Matter in PropSpace

  1. Deals are a vital part of your sales pipeline and enable you to:
  2. Monitor transaction progress and set up timely follow-ups.
  3. Collaborate effectively by assigning tasks and sharing information.
  4. Make data-driven decisions based on deal performance and team efficiency.

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