Paperflite

You can add CTA (Call To Action) buttons such as 'Schedule a Meeting' or 'Send a Mail' right within your collections in Paperflite.

Adding CTA buttons in your collections

This article walks users through the steps involved in Engage.

Getting started with Engage

How your shared content will be experienced by your prospects and customers

Content Viewing Experience on Paperflite

Learn how you can make the viewer experience better for your recipients when they are viewing your collections

Viewer Settings

Find out how you can turn a Collection Live so your leads know about it

Turn a Collection Live

Learn how to edit a Collection in Paperflite

Edit Collection

Discover how you can personalize a Collection

Personalizing a Collection

Learn how you can make an exact copy of your collection while you customize it for multiple prospects and for internal collaboration.

Clone your collection

Learn how you can edit asset properties in Paperflite

Edit Asset Properties

Learn how you can create a Deal Room in Paperflite

Deal Rooms in Paperflite: Your Digital Sales Space

The Contact Card lets you explicitly add your contact information inside a Collection, so viewers always know who to reach out to clearly and consistently.

Contact Card in Collections

Using Deal Room Templates

Using Mutual Action Plans (MAP) in Deal Rooms

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My Collections

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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