Hey @Mark Green, I would love to sync with you on this topic. While we don't currently have it baked into the Demoflow platform, it's something we have considered doing this year potentially. I think this could be super useful for the sales cycle but also for sales-service hand-off. All of the prospects information in one portal - during the sales cycle and eventually the customer cycle. I'd be curious to pick your brain on what would be use-ful/not in preparation for when we build it out.

Sure. Needs the above things in my post, but security is ever more important so a good way to manage external users is a must.

Hi. Have you checked Nextcloud? It's a self-hosted open-source alternative to GDrive/Dropbox/O365 featuring file sync & share, collaboration, video chat incl. screenshare and more.

Disclaimer: I work there as an SE.

I'll be happy to help with that and answer questions.

Hi Mark,

I believe DocSend can help you with that. You can create password protected "spaces" and share documents with customers/prospects + get alerted when something is accessed - https://www.docsend.com/features/spaces/

Disclaimer: I do NOT work for DocSend and we actually don't use them anymore, but this part of their product is pretty cool :)

Hi @Mark Green - At Seismic we have something on our near-term roadmap that will do exactly what you are looking for. Feel free to connect with me and I can explain further!

Hi @Mark Green - I guess there are a number of tools you could you use for this. Do you work with a specific sector, that could narrow down the search? Also, should the strategy be wider? i.e. a central business document management system / collaboration system, that has features allowing you to create spaces and pull in external parties? E.g. Slack/MS Teams. That way it might be easier for the next department to receive the handover. Sorry, I am making your project bigger! :)