Upload PDFs to any contact record automatically

Important client documents live everywhere except where you need them. Contracts sit in your email, proposals are saved to your desktop, and meeting presentations get buried in your downloads folder. When you need to reference something during a client call, you're scrambling through multiple locations trying to find the right file.

Most document organization happens after the fact, if it happens at all. You tell yourself you'll properly file everything at the end of the week, but urgent priorities always take precedence.

The document scattered problem

Files accumulate in the wrong places.

Email attachments stay in your inbox, desktop downloads pile up, and shared documents get lost in various cloud folders. Finding a specific client contract means checking multiple locations and hoping you remember the right filename.

Context gets lost over time.

A PDF saved as "proposal_final_v3.pdf" made sense three months ago, but now you can't remember which client it was for or what project it covered.

Client conversations suffer from missing information.

When someone references a previous agreement or asks about deliverables from last quarter, you spend valuable meeting time searching for documents instead of focusing on the discussion.

Manual filing never catches up.

Despite good intentions, the backlog of unsorted documents grows faster than you can organize them properly.

Documents that find their way home

Instead of manually sorting and uploading files, Quin automatically attaches relevant documents to the right client records based on content and context from your conversations.

When you mention sending a proposal to Acme Corp or reference a contract with TechStart, those documents get connected to the appropriate contact records without additional steps from you.

What this looks like in practice

After finalizing a client proposal:

You send a message to Quin: "Just finished the Q1 strategy proposal for Jennifer at TechStart. Email her the final version and make sure it's attached to their record for future reference."

Result:

The proposal gets attached to TechStart's contact record, Jennifer receives the email, and a task gets created to follow up on her feedback next week.

Following up on contract changes:

"David from Innovate Corp sent back the revised service agreement with their legal changes. Update his record with the new version and schedule a call to review the modifications."

Result:

The revised contract automatically replaces the previous version in David's contact record, a meeting gets scheduled to discuss the changes, and notes are added about the legal modifications.

Organizing presentation materials:

"Delivered the quarterly review presentation to the Acme Corp board today. Great feedback on our growth metrics. Save the presentation to their record and note they want monthly updates going forward."

Result:

The presentation gets filed under Acme Corp's record with notes about board feedback, and a recurring task gets set up for monthly progress updates.

Smart document recognition

Quin identifies which documents belong with which clients based on several factors:

Content analysis: Client names, project details, and reference numbers mentioned in documents help determine the right destination.

Conversation context: When you discuss sending or receiving documents during client interactions, those files get connected to the relevant contact records.

Email associations: Documents attached to emails with specific clients automatically get filed in their records.

Project connections: Files related to ongoing work get organized under the appropriate client accounts and project folders.

Beyond basic file storage

Documents don't just get uploaded—they get organized with meaningful context. Contract versions are tracked chronologically, meeting presentations include notes about feedback received, and proposals get linked to follow-up actions.

When you're preparing for client meetings, relevant documents are easily accessible within their contact record. No more hunting through email or trying to remember which folder contains their latest agreement.

Voice notes work for document organization too. Walking out of a client meeting, you can mention which materials were shared and have them properly filed before you reach your next appointment.

The feature also creates appropriate follow-up tasks when documents require client action—like reviewing contracts or providing feedback on proposals.

Making document management effortless

Mention document handling as part of your regular meeting notes or follow-up instructions. Include the client name and what type of document needs to be organized.

For recurring document types, establish guidelines about how different materials should be categorized and what follow-up actions typically need to happen.

Whether you're dealing with contracts, proposals, presentations, or reports, the goal is keeping important client materials organized and accessible without dedicating time to manual filing.

Keep client documents where you can actually find them

Try Quin free for 14 days.

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