I like that I can see who uploaded each file and when, so I can check a proposal pack against the latest upload instead of relying on an email. The upload date also helps me compare a file with the meeting date if there’s a question about what was reviewed. People now put files in the shared area before circulating them because the record shows whether they did. I also like being able to download a whole folder as one archive, so the client gets one file instead of a dozen attachments out of order. I can keep large tender packages in one folder and share a link that partners can open on whatever device they have with them. Access belongs to the firm, and the initial switch-on was quick. The setup with our other tools holds up because nobody has to attach anything. Review collected by and hosted on G2.com.

Playbook Cloud Storage sits outside our records system, so I have to manage copies by hand. We prune the libraries quarterly, and during the last inspection prep I spent half a day checking that no client material had drifted in. I’d like a setting that flags or blocks client-tagged documents, plus retention labels that expire items and a full inventory export so I can reconcile the library without clicking through areas. A read-only connector or even a scheduled CSV would help too. When an opportunity is cloned for the next year, its link doesn’t follow the record, so somebody has to paste it again. Deciding who could edit also took two meetings; the switch-on was quick, but the rules around it weren’t. Review collected by and hosted on G2.com.