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.”
01
Build implementation plans as living documents that reference live milestones, owners, and dates, so PS and CS teams stay aligned on what’s done, what’s blocked, and what’s at risk.
02
Capture the full commercial picture—product usage, value delivered, risk signals, and expansion upside—in a structured doc that leadership can scan in minutes before approving a plan.
03
Create verified wikis, playbooks, and process docs organized in Libraries by department or role.
