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

​
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

​
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.

​
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