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Create proposals, case studies, follow-up documents, and other sales collateral — all grounded in your deal context and conversation history.

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Creating Documents

There are two ways to create documents:
  1. Ask Doris in AI Chat — Try: “Draft a follow-up email to John” or “Write a proposal summary for the Acme deal”
  2. Use the Docs page — Navigate to Docs in the sidebar and create a new document

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How Doris Drafts Documents

Doris drafts documents using context from:
  • Your deals and pipeline data
  • Meeting transcripts and conversation evidence
  • CRM contact and company information
  • Previous documents and content you’ve created
This means every document starts with relevant, deal-specific content instead of a blank page.

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Uploading Documents

Upload files up to 75MB directly into Doris. Supported formats include .docx, .pptx, .pdf, and more. A progress bar tracks your upload in real time. Uploaded PowerPoint files render visually in the document viewer — scroll through slides directly without downloading.

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AI Editing with Beacon

Open Beacon while editing a document to make AI-assisted changes. Ask Doris to rewrite sections, add content, or restructure your document — she proposes edits as inline diffs you can accept or reject individually.

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Managing Documents

From the Docs page in the sidebar, you can:
  • View all your documents in one place
  • Edit documents with the rich text editor
  • Organize documents by deal, company, or type
  • Share documents with team members