> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

export const ReleaseDate = ({date, dateTime, archive}) => <a className="release-date" href={archive}><time dateTime={dateTime}>{date}</time></a>;

export const ReleaseLabels = ({tags}) => <span className="release-labels" data-release-kind={tags.includes("Feature release") ? "feature" : tags.includes("Bug fix") ? "fix" : "improvement"}>{tags.map(tag => <span key={tag} className={`release-label release-label-${tag.toLowerCase().replaceAll(" ", "-")}`}>{tag}</span>)}</span>;

export const ReleaseHeader = ({title, description, date, dateTime, tags, archive, version}) => {
  const [copyStatus, setCopyStatus] = useState("");
  const copyLink = async () => {
    try {
      await navigator.clipboard.writeText(window.location.href.split("#")[0]);
      setCopyStatus("Link copied");
    } catch {
      setCopyStatus("Copy the page address from your browser to share this update.");
    }
  };
  return <header className="release-article-header">
      <a href="/changelog" className="release-back">
        <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m12 5-7 7 7 7M5 12h14" /></svg>
        Back to What's new
      </a>
      <div className="release-article-meta">
        <ReleaseDate date={date} dateTime={dateTime} archive={archive} />
        <ReleaseLabels tags={tags} />
        {version ? <span className="release-version" aria-label={`Release ${version}`}>{version}</span> : null}
        <button type="button" onClick={copyLink} aria-label={copyStatus === "Link copied" ? "Link copied" : "Copy link"} title={copyStatus === "Link copied" ? "Link copied" : "Copy link"}>
          {copyStatus === "Link copied" ? <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m5 12 4 4L19 6" /></svg> : <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m10 13 4-4M8 16l-1 1a4 4 0 0 1-6-6l4-4a4 4 0 0 1 6 0m2 1 1-1a4 4 0 0 1 6 6l-4 4a4 4 0 0 1-6 0" /></svg>}
        </button>
      </div>
      <h1>{title}</h1>
      {description ? <p className="release-summary">{description}</p> : null}
      <span className="release-copy-status" role="status">{copyStatus}</span>
    </header>;
};

<div className="release-article">
  <ReleaseHeader description={"Ask Quivly or the Slack assistant about contracts, order forms, and other files linked to Salesforce or HubSpot records."} dateTime="2026-09-01" title="Find answers inside CRM-linked documents" date="September 1, 2026" tags={["Feature release"]} archive="/updates/2026-09" />

  <div className="release-article-body">
    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](/product/ask-quivly)
  </div>

  <div role="navigation" className="release-related" aria-label="More product updates">
    <h2>More updates</h2>
    <a href="/updates/releases/2026-09-30-get-play-review-alerts-by-email">Get Play review alerts by email</a>
    <a href="/updates/releases/2026-09-30-keep-health-scoring-instructions-in-ai-created-skills">Keep health scoring instructions in AI-created Skills</a>
    <a href="/updates/2026-09">All September 2026 updates</a>
  </div>
</div>


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