Use cases
Use document links to keep partner and customer work moving.
These are product-use scenarios rather than named customer success claims. Each guide stays within the cited product evidence.
Archive
36 product use cases
- Beyond the PDF: Sharing a Figma Lookbook with Buyers
- Choosing the Right Document Format for Sales and Field Teams
- Design Onboarding Guides for the Moment of Need
- Distributing Current Partner Assets Through a Living Link
- Figma B2B Documents: Design Hierarchy Before Whitespace
- How to Choose Product Groups for a Wholesale Line-sheet Consultation
- How to Connect Webinar Follow-up Material to a Consultation CTA
- How to Deliver a Candidate Guide PDF Through a Mobile Link
- How to Distribute a Course Guide by Link and Connect an Inquiry CTA
- How to Distribute a Media Kit from One Current Link
- How to Explain an Education SaaS Proposal to Multiple Stakeholders
- How to Find Sections of an Onboarding Guide That Need More Explanation
- How to Follow Up When a Client Revisits a Meeting Summary
- How to Keep a Product Launch One-pager on a Current Link
- How to Keep Release Notes on One Current Document Link
- How to Plan Follow-up Training After Sharing a Reseller Deck
- How to Prepare a Consultation After Sending a Franchise Proposal
- How to Prepare a Follow-up Meeting After Sending a Sponsorship Proposal
- How to Prepare the Next Meeting After Sending a Consulting Proposal
- How to Run a Partner Campaign Kit from One Current Link
- How to Separate Internal Approval Documents from Customer Proposals
- How to Share a Space Proposal and Floor-plan PDF by Link
- How to Share an Adobe Express Promotional Proposal by Link
- How to Share Brand Guidelines with External Partners by Link
- Keep the Trade Show Conversation Going
- Keeping sales assets current for distributors and resellers
- One Proposal Link for Everyone?
- Preparing product documents and research for an AI knowledge base
- Preparing Reports, White Papers, and IR Materials as AI Source Candidates
- What B2B Buyers Need From a SaaS Pricing Guide
- What Should an Agency Prepare After a Client Revisits a Campaign Proposal?
- Why Product Catalog Inquiries Stay Vague
FeatPaper
Design what happens after you hit send
Share PDFs and proposals as links, see what was read, and prepare the next conversation.