Where do I find contracts, proforma invoices and other customer documents in Thynk?
By Thynk· Published · Updated
Documents are stored on the booking and account and can be found with global search, with status and versions shown.
Full answer
Thynk stores customer documents on the records they belong to.
- Open the booking to see its proposals, contracts, pro forma invoices and BEOs.
- Open the account to see documents across all its bookings.
- Use global search to find documents by name or content.
- Document status and version history are visible on each document.
Sales and events teams work from the same documents without switching systems.