Client portals fail at document collection because they lack collaboration. Learn why and how Pipefile’s comments, reviews, and feedback make the process frictionless.
Tag: Document Collaboration
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
New! Easier Document Reviews
Reviewing client documents is now simpler and more intuitive in Pipefile. Accept, reject, or mark items incomplete with clear visibility across your team.
How to Collect Documents Faster
Still using email or shared folders to collect documents? There’s a faster, safer way. Learn how Pipefile streamlines document collection and keeps clients on track.