Document Upload Software For Customers, Partners & Contractors
Collect photos, contracts, PDFs, measurements, project files, receipts, and business documents through one secure centralized platform.
Collect Files Without The Email Chaos
TradePilot allows customers, partners, contractors, and employees to upload documents directly into your business system. Keep contracts, project photos, receipts, permits, forms, and files organized in one centralized location.
Document Upload Features
Customer Uploads
Allow customers to submit photos, measurements, and project documents.
Partner Uploads
Collect partner paperwork, agreements, and order files.
Contractor Uploads
Receive job photos, reports, and project documentation.
Secure File Storage
Keep important business files organized and accessible.
Project Attachments
Associate files directly with customers, leads, and projects.
Centralized Records
Maintain organized documentation across your operation.
Give Partners A Better Submission Process
Allow partners to upload customer orders, project photos, contracts, signed documents, and supporting files directly into your business workflow.
Keep Files Connected To Leads And Customers
Store customer photos, estimates, contracts, permits, invoices, and supporting files directly inside customer and lead records.
Eliminate Lost Files And Endless Email Chains
TradePilot keeps project documents connected to customers, partners, contractors, leads, invoices, and orders so your team always knows where important information is stored.
Why Businesses Use TradePilot Document Uploads
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Organize Every Business Document
Discover how TradePilot helps businesses collect, organize, and manage customer, partner, contractor, and project files from one centralized platform.
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