Quivly can find documents through the customer’s linked accounts, opportunities, contacts, and other supported CRM records.Answers can point to the relevant document sections, helping you check renewal terms, pricing, or implementation commitments at the source. When a contract clearly identifies the customer and renewal date, Quivly can use it to fill a missing renewal date.Document discovery now handles larger CRM accounts more reliably.Ask a question about an account
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Find answers inside CRM-linked documents
Ask Quivly or the Slack assistant about contracts, order forms, and other files linked to Salesforce or HubSpot records.
