Document Management

Upload and attach files to contact records

Upload files to Quin and tell it which contact record to attach them to, eliminating need to manually navigate your CRM to organize documents. Quin supports PDF, Word documents (DOC, DOCX), CSV files, images (PNG, JPEG, GIF), and JSON formats, though your specific CRM system determines which file types can actually be stored on contact records. Whether you’re adding contracts, proposals, or reference materials, simply upload the file and specify the client—Quin handles the rest.