Simple and powerful
reporting for sales
Relate Docs is the easiest way to send sales documents to customers and track engagement such as opens, shares, and clicks.
Powering modern B2B companies
5 Default charts that every sales team use
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
Newly Booked Revenue
Annual Contract Value (ACV)
Win Rate
New Opportunities by Stage
New Opportunities by Time
Conversion rates to optimize sales process
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
Adding a custom chart to your dashboard
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
