Documents & Libraries

Customer plans, renewal notes, and playbooks often live in disconnected tools that never match what’s in the CRM. Documents in Planhat let you draft, collaborate, and structure work right next to live account data, timelines, and tasks. You can embed metrics, link to workflows, and use AI to summarize calls or propose next steps directly inside the doc. Teams gain a single place to think, decide, and execute—shrinking cycle time from “meeting notes” to “actions shipped.”