RepCloud Drive

Files connected to every sale.

Keep company files, customer documents, and sales records together—then preview, share, or publish them without losing context. Built-in editing for supported Office files is available in preview. Drive is a $49/month add-on.

Add Drive Start with CRM Open Drive
RepCloud Drive browser showing folders and files
Drive keeps sales files usable and connected Folders Sheets Docs Media Built-in editing Approved sources Sharing Portal access Assistant context

File context

Keep files with the customer account and the work they support.

Keep price sheets, product media, order documents, and portal-ready downloads near the account in RepCloud Drive. Eligible accounts can enable approved connected-source bridges when files still live elsewhere.

  • Find the right source file while you are looking at the customer, without remembering which storage system owns it.
  • Share selected documents through the portal without exposing internal notes or unrelated external folders.
  • Copy, attach, preview, or migrate important files into RepCloud when they become part of the sales record.
  • Give RC Assistant the account and file context it needs to help, even when useful source material started outside RepCloud.

Sales files

Make files usable, editable, and shareable across the suite.

Drive is the file layer for RepCloud: hosted folders, previews, built-in document editing, sharing rules, portal access, and links back to the right account, product, order, or campaign. External-source availability depends on the approved workspace connection.

RepCloud cloud storage

Store account files, price sheets, product media, customer documents, portal downloads, and source assets directly in RepCloud-managed folders.

Approved connected sources

Use enabled Dropbox or Google Drive bridges alongside RepCloud folders when the workspace connection and action are supported. Other provider workflows remain setup-dependent.

Folder structure

Organize sales files by account, brand, product line, project, source drive, or shared customer workspace.

Built-in document editing

Edit supported Word, Excel, PowerPoint, and OpenDocument files stored in RepCloud Drive without downloading them first, powered by Collabora.

Sharing controls

Share files by role, team, customer, record, source drive, or portal visibility with clear internal and external access rules.

Record attachments

Connect files to accounts, products, orders, campaigns, tasks, portal records, and content items whether the file starts in RepCloud or an approved external source.

Customer portals

Publish selected invoices, estimates, purchase orders, spec sheets, and downloads to customer-facing portals.

File preview and context

Preview documents, see linked CRM records, Workspace tasks, Publisher drafts, portal status, and give RC Assistant file context.

Migration and copy paths

Copy important files from connected drives into RepCloud storage when they become part of a customer record, order, campaign, or portal workflow.

Built-in editor · Preview

Preview and edit supported files without downloading a separate copy.

Open supported RepCloud Drive documents in the embedded editor, make changes, and save the updated file back to Drive. RepCloud keeps the current version, active editor lock, latest save, and recent saved versions visible around the file.

  • Primary formats: DOCX, XLSX, PPTX, ODT, ODS, and ODP.
  • Legacy and compatible formats include DOC, RTF, XLS, CSV, and PPT when the configured editor advertises support.
  • Macro-enabled files can open as documents, but online macros do not run.
  • Unsupported files keep preview, download, or external-open fallbacks.
  • Editing files directly in Dropbox, Google Drive, or other connected providers is not implied.
Supported spreadsheet open in the RepCloud built-in editor

RepCloud Drive file editing, powered by Collabora. Preview availability depends on workspace setup and file type.

Safety and recovery

Clear answers before customers trust Drive with important files.

Drive keeps file access, sharing, editing, and customer-facing publication tied to the same RepCloud account and permissions.

Secure app traffic

RepCloud Drive uses HTTPS/TLS for app traffic, and the iPhone app stores its pairing token in iOS Keychain.

Role-aware file access

Drive access follows RepCloud account roles, folder policies, and file permissions so files stay tied to the business context.

Revocable sharing

External share links are tokenized and can be revoked, keeping public sharing separate from normal signed-in team access.

Version-aware editing

Supported document editing keeps save state, file versions, and active editor locks visible around the file.

Controlled portal publishing

Publish only selected customer documents and downloads while internal files and unrelated folders remain private.

Business context

Connect files to customers, products, orders, campaigns, tasks, and portals so teams know what each document supports.

Drive desktop app

RepCloud Drive for Mac is available after sign-in.

The Mac app supports selected RepCloud Drive folders and controlled local file workflows. Sign in to Drive for the download and setup instructions.

  • Download the Mac app after signing in.
  • Work with explicitly selected RepCloud Drive folders and approved local actions.
  • Uploads and file changes follow workspace permissions and safety controls.
  • Automatic sync for every connected storage service is not part of the current Mac app.
  • App access can be revoked from your RepCloud account.
Mac app: available Secure account access
Sign in for Mac access See app availability

Drive mobile app

RepCloud Drive for iPhone is coming soon.

The iPhone companion supports mobile browsing and file actions. It has been submitted to the App Store and will use the public listing after release.

  • Install from the App Store after release.
  • Sign in with your RepCloud account so the same workspace permissions apply.
  • Browse My files, shared folders, company folders, and approved connected sources.
  • Preview price sheets, product media, purchase orders, invoices, and customer documents.
  • Search, share, save to RepCloud, and manually cache approved files for offline access.
  • Use the same Account Center permissions and customer file context as the web app.
iPhone: coming soon RepCloud account required
Get release updates See app availability

Drive surfaces

Folders, editors, and sharing stay close to the sale.

Browse RepCloud folders and approved connected sources, edit supported files, share customer documents, and keep the sales context attached.

Folders reflect the way teams actually use files.

Price lists, product media, customer documents, portal downloads, and source assets can be organized around real sales and service work, even when some folders are RepCloud-hosted and others are connected from tools the team already uses.

RepCloud Drive folders screenshot RepCloud Drive file preview context screenshot

Office files can be edited where the work is happening.

Teams can open price sheets, inventory reports, MAP exceptions, promo calculators, documents, and presentations from Workspace, update them, save versions, and route the file back to CRM or Publisher.

RepCloud Workspace spreadsheet editing screenshot RepCloud Workspace approvals screenshot

Sharing can be internal, customer-facing, or portal-ready.

Drive shows who can view, edit, manage, or download a file, which source owns it, and which files are available through a customer portal.

RepCloud Drive sharing controls screenshot RepCloud customer portal screenshot
RepCloud Drive file preview and context screenshot

RC Assistant in Drive

Find the file and use what is inside it.

  • Find the current price sheet for this vendor.
  • Open this office file in Workspace and flag the changed customer prices or document updates.
  • Summarize the latest product PDF and flag changed specs.
  • Find every file tied to this account across RepCloud, Dropbox, Google Drive, and approved external folders.
  • Share this invoice with the customer portal, but keep the pricing exception internal.
  • Pull source material for a Publisher product launch draft.