Documents & knowledge
Files that file themselves
The document isn't useful in a folder — it's useful on the deal. PharmaDealFlow connects your document storage to the CRM, so agreements, forecasts, and correspondence land where the work is, named the way your team names things, every time.
A library wired into the pipeline
- Lives in your Microsoft 365 — SharePoint and OneDrive stay the system of record; the platform organizes on top, it doesn't take your files hostage.
- Automatic filing standard: generated and signed documents land in the right deal folder with your naming convention applied — no drag-and-drop discipline required.
- Everything cross-linked: documents attach to deals and companies, so a company page shows its whole paper trail.
- Nested folders, browsable in-app, with uploads from anywhere.
Library — Deals / Transdermal portfolio
01 CDA — Executed 2026-10-12.pdf→ deal · company
02 Forecasts / Product model v3.xlsx→ deal
03 Correspondence (auto-filed)18 items
filed signed CDA → Deal folder · naming convention applied
linked forecast v3 → deal record + company profile
Signatures registry & team wiki
Every executed document, one registrysearchable
Archive bin — nothing silently deletedaudit-safe
Guides — context-aware help on every pagebuilt-in
registry executed agreement attached to deal + both companies
guide opened: "Setting up a data room" · with screenshots
Institutional memory, not tribal knowledge
- A registry of every signed document — executed agreements in one place, attached to their deals and counterparties, with an archive bin instead of deletion.
- Template library: CDAs and agreements generate from house templates, so the current version is the only version in circulation.
- A built-in wiki: how-to guides with screenshots, surfaced contextually on the page where the question arises — onboarding that doesn't depend on who's in the office.
- Imports that behave: contact and data imports land as named batches you can inspect — or cleanly remove.
Keep exploring