Sharing and Collaboration

In complex B2B sales, buyers make the decision—your job is to equip them with the story and data to win internally. Sharing your business case with champions, economic buyers, and internal team members creates alignment, builds trust, and drives deals forward faster.

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Why Share Your Business Case

Collaboration transforms your business case from a static document into a living deal tool:

• Empower your champion to sell internally with real-time data and customized scenarios
• Align stakeholders by giving buying committee members visibility and input
• Accelerate decisions through transparent, interactive value discussions
• Build trust by co-creating the business case with your buyer
• Keep internal teams synced so AEs, SEs, and managers work from the same playbook

The Sharing Modal gives you complete control over who can access your business case and what they can do with it.

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Opening the Sharing Modal

1. Open any business case
2. Click the Share button in the top navigation bar
3. The Sharing Modal opens, showing current collaborators and access settings

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Adding Collaborators

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Invite by Email

1. In the Add a collaborator field, type an email address
2. Press Enter or click Next to proceed
3. Add multiple recipients at once by separating emails with commas

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Choose a Role

When inviting collaborators, assign one of two roles:

Role	Can View	Can Edit	Can Comment	Best For
Editor	✓	✓	✓	Champions, buying committee members who need to customize inputs or scenarios
Commenter	✓	—	✓	Stakeholders who provide feedback but shouldn’t change numbers or assumptions

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Send the Invitation

After selecting recipients and roles:

1. Notify recipient (optional): Sends an email invitation with a link to the business case
2. Add a custom message (optional): Include up to 500 characters of context
   • Example: “Hi Sarah, here’s the draft ROI we discussed. Can you validate the cost assumptions in the Operations section?”
3. Click Send to deliver the invitation

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Internal vs. External Collaborators

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Internal Collaborators (Your Team)

Internal collaborators are members of your organization—AEs, SEs, managers, marketing, or customer success. What they can do:

• View all business cases in your workspace
• Edit or comment based on their assigned role
• See internal notes and data not visible to external users
• Access admin settings if they have appropriate permissions

When to add internal collaborators:

• Bring in an SE to validate technical assumptions
• Loop in your manager for deal review
• Coordinate with customer success on post-sale value tracking

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External Collaborators (Buyers and Champions)

External collaborators are people outside your organization—typically your buyer, champion, economic buyer, or other buying committee members. What they can do:

• View published scenarios only (drafts remain hidden)
• Edit inputs, assumptions, and use cases based on their role
• Add comments and questions
• Share the business case with other stakeholders using the link

When to add external collaborators:

• Give your champion edit access to co-build the ROI story
• Invite the CFO or procurement as commenters for transparency
• Loop in IT or operations leads to validate technical assumptions

Key differences:

Feature	Internal	External
Account required	Yes	No (email verified)
See draft scenarios	Yes	No
Access workspace-wide data	Yes	No
Manage integrations	Admins only	No

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Link Sharing Settings

Control who can access your business case via shared link:

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Link Access Options

In the External Link Access section of the Sharing Modal, choose:

• Editor: Anyone with the link can view and edit the business case
• Commenter: Anyone with the link can view and comment, but not edit
• No Access: Link sharing is disabled; only invited collaborators can access

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When to Use Each Setting

Editor (Recommended for Buyers)

• Use when sharing with your champion or buying committee
• Allows them to adjust inputs and assumptions as they socialize the case internally
• Builds ownership and confidence in the numbers

Commenter

• Use when sharing with peripheral stakeholders who need visibility but not editing rights
• Useful for compliance, legal, or security reviewers

No Access

• Use for highly confidential deals or when you want complete control over who sees the business case
• All access requires explicit invitation

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Managing Existing Collaborators

The Sharing Modal displays all current collaborators with their roles.

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Change a Collaborator’s Role

1. Find the collaborator in the list
2. Click their current role (e.g., “Editor”)
3. Select a new role from the dropdown

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Remove a Collaborator

1. Find the collaborator in the list
2. Click the Remove icon (trash can)
3. Confirm removal

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