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SalesButler
4.9/5 from 127 reviewsNo credit card required14-day free trialSet up in 15 minutesCancel anytime
Operations

One Place for SOPs, Manuals, and Contracts

Categorized, tagged, and searchable document storage for everything your team needs in the field.

No credit card required · Setup in 5 minutes

Overview

What It Does

Your team needs SOPs, equipment manuals, vendor contracts, warranty docs, and pricing references — and they need them in the field, not in a filing cabinet. SalesButler's Document Library is a centralized, searchable, tag-organized document hub. Categories group related docs, tag chips make filtering fast, and the search bar finds what you need in seconds. Only HTTPS file URLs are accepted, keeping the library secure.

SalesButler · Pipeline
Pipeline
+38% booked
12
New leads
7
Quoted
5
Booked
4.9 avg · 127 reviews
This month
How It Works

Step-by-Step Guide

1

Upload or Link

Add documents by uploading or linking to an HTTPS-hosted URL.

2

Categorize

Group documents by type — SOPs, manuals, contracts, warranties.

3

Tag for Filtering

Add tag chips to make multi-axis filtering fast.

4

Search Anytime

Find any doc by name, category, or tag from the field.

5

Open or Share

Open the doc directly or share the link with a teammate.

Benefits

Why You'll Love This Feature

Centralized Library

One place for every document your team needs.

Category Grouping

Logical buckets — SOPs, manuals, contracts, warranties.

Tag Chips

Multi-axis filtering with tag chips for fast lookup.

Searchable

Find any document by name or content in seconds.

HTTPS Only

Only secure URLs are accepted — no insecure HTTP links.

Field-Ready

Open documents from the technician portal on any phone.

Use Cases

Perfect For

Storing equipment manuals techs reference on site

SOPs for consistent service delivery

Vendor warranty documentation

Pricing reference sheets

Compliance and licensing documents

FAQ

Frequently Asked Questions

What plans include Document Library?

Document Library is included on the Growth and Pro plans.

Can I upload files directly?

Yes — upload or link to an HTTPS URL.

Are documents searchable by content?

Search works across name, category, and tags. Full-text search is on the roadmap.

What file types are supported?

PDF, images, and most office document types.

Who can see the library?

Visibility is controlled by team permissions — limit by role as needed.

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