Slimbot
WhatsApp
Documents
Share quotes, invoices and PDFs automatically via WhatsApp.
What is Documents?
With Documents, you send and receive files such as PDFs, quotes and invoices via WhatsApp in Slimbot. Customers receive their documents directly in the chat, and incoming files are neatly stored. This keeps all paperwork organised in one conversation.
How does it work?
- Add a document to your message or automated flow.
- Slimbot sends the file to the right customer.
- Incoming documents from customers are received and stored.
- Find all documents in the dashboard with the conversation.
Use cases
Adviser who sends a quote as PDF straight away.
Webshop that sends an invoice after an order.
Contractor who shares building plans with the customer.
Accountant who receives and saves documents from clients.
Benefits
- Documents directly in the chat, no separate e-mail needed.
- Customer files neatly stored with the conversation.
- Get quotes and invoices to customers faster.
- Fewer loose folders, everything in one place.
Frequently asked questions
Which file types can I send?
Common documents such as PDF, Word and Excel are supported. You send them just as easily as a regular message.
Are received documents saved automatically?
Yes, incoming files are saved with the conversation so you can always find them without downloading manually.
Also within WhatsApp
Use documents for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.