Simplify Suite

Sales Packs

Digital asset management & curated collections for external sharing

Sales Packs is a digital asset management and presentation tool for creating curated collections of files, documents, and media that can be shared externally via public pages.

Sales Packs screenshot

The Sales Pack module enables sales representatives to quickly find and compile relevant documents, videos, photos, and other materials to share with prospects and clients. Instead of digging through shared drives or outdated folders, reps have a single, always-current library at their fingertips.

Sales content can be organized into themed pages, ensuring that representatives always have access to the most up-to-date materials. These Sales Packs can then be shared directly with clients via a simple, user-friendly link — no attachments, no file-size limits, and no version confusion.

In addition, Sales Packs can be customized to align with the company's branding, providing a consistent and professional presentation that reinforces your identity at every touchpoint with prospects and customers.

1

Content Management

Sales Pack List

Grid of packs with cover image, name, status badge, description, and file/page counts.

File Support

Upload from multiple sources: local file, Google Drive URL, video file, YouTube URL.

Embedded Preview

Document viewer modal with DOCX zoom support, fullscreen viewer, YouTube embed, and video streaming.

Rich Text Documents

Create and edit formatted documents directly within a pack, complete with image upload support.

2

Pages & Sharing

Publish Sales Pack

Create shareable pages with title, content, and image. Publish/unpublish pages.

Download Options

Offline package, DOCX export, individual item download for recipients.

Category & Tag Management

Create, edit, delete, and reorder categories and tags per pack.

Public Sales Page

Token-based public URL for external sharing of the entire pack with no login required.

3

Branding & Organization

Custom Branding

Apply your company logo, colors, and styling to every shared pack for a professional, on-brand experience.

Themed Collections

Group materials by use case, product line, or audience so reps can quickly assemble the right pack for any conversation.

Status Tracking

See at a glance which packs are published, in draft, or archived, keeping your content library organized and current.

Cover Images

Set a visual cover for each pack to make browsing intuitive and reinforce brand consistency across your sales team.

Ready to simplify your workflow?

Sales Packs is just one of many tools in the Simplify Suite. See how they all work together.

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