/Q&A & Documents
The conversation around the deal. The documents around the conversation.
Threaded Q&A scoped to the work, document versioning with access control, and a Client Portal that lets your client view, ask, and accept, no account required.
What this replaces.
“Where's that question they asked last week?”
Forwarded somewhere.
“Which version of the SOW did we send?”
There were four.
“Did they download the proposal?”
Maybe?
“Can the vendor see this internal document?”
Hope not.
Q&A & Documents, end to end.
Threaded Q&A on every Work Request
Questions land on the work, not in your inbox. Reply on the record. Anyone who joins the deal sees the whole conversation.
Document upload with type detection
PDFs, Word, Excel, PowerPoint, images, archives, up to 50MB. Stored in Azure Blob with metadata, MIME type, and uploader recorded.
Vendor / client access control per document
Mark each document vendor-accessible or internal-only. The wrong document never reaches the wrong audience.
Automatic version history
Upload a new version, the old one is preserved in the audit log. Restore any version. Never lose a draft.
Client Portal for the other side
Send a single link. Your client (or your vendor's client) views, asks, downloads, and accepts, no sign-up.
Token-based access
Preview and download links are time-limited tokens. No naked URLs. No leaked documents.
The full capability list.
- Threaded Q&A on Work Requests, Partners, Programmes, Agreements
- Public and private question support
- Multiple replies per thread with author + timestamp
- Question status tracking (Pending, Answered, Resolved)
- Document upload to any entity (50MB limit)
- Office, image, text, and archive file support
- Vendor / client / internal access control per document
- Automatic version preservation via soft-delete
- Token-based preview and download URLs
- Tagging and search across documents
- Activity log on every Q&A and document action
Works well with.
Stop forwarding. Start replying on the record.
Bring one client conversation. See it stop being an email problem.