Pearler's Latest Feature: Never forget to attach documents again!
23rd January 2023
Document management is an essential part of responding to an RFP or Security Questionnaire. Whether you're sending diagrams, policies or a sales deck, it's important that the documents you send are always up to date and accurate.
We're thrilled to announce our newest feature: Pearler Documents! With today's update, teams can rest assured that their documents will always be the most recent version and that no one ever has to worry about forgetting to send them. Let's take a look at how it works.
How Does it Work?
Pearler Documents allows your team to store all important documents in a central location. This makes it easy for everyone on the team to access and view each file, ensuring that everyone is working with the latest version. And because all of the files are stored in a single place, there is no risk of old versions getting mixed up with new ones - everyone knows they are viewing the latest version of each document.
Quickly attach files to the Question from your library, or file upload
When responding to a question that requires a document, simply attach it to the Question. When you export the responses a link will be automatically included that allows the recipient to download the document when they need it. This avoids all of the embarrassment of missing documents.
What Are The Benefits?
The biggest benefit provided by Pearler's new document management system is peace of mind for busy sales teams. By knowing that their documents are always up-to-date and accurately reflect their intentions, sales teams can focus on more important tasks like closing deals rather than worrying about managing versions of various files or remembering to get them all to send across in the response.
In addition, this automated system helps sales teams save time and money by reducing manual tasks; instead of having to search through multiple folders trying to find the right version of a document, they can quickly access everything they need in one convenient place with just a few clicks.
Pearler's Trust Centre - where users can download all of the Project documents
At Pearler we recognize how important it is for sales teams to have access to accurate and up-to-date information in order to do their jobs effectively - which is why we created our latest feature, never forget to send your documents again! With this automated system, sales teams can rest assured knowing that all of their documents will always be current and accurate while also saving valuable time by eliminating tedious manual tasks related to document storage and retrieval.
We hope you enjoy using this new feature as much as we enjoyed creating it!
After years of living both sides of the security questionnaire process, we wanted to make the 'box-ticking' into something that added real value for both companies.
Pearler was designed from the ground up to be the tool we wish we had. An amazing answer library that finds the best answers for you, real-time collaboration to bring your team together, clear analytics, and project management tools to make sure that you always know where you're up to.
We're passionate about taking the heroics out of answering questionnaires, and supercharging your team.