Operations

Docs

Block-Based Document Editor

Imperius AI Docs is a full-featured block-based document editor — linked to your CRM data, powered by AI, and shareable with granular permissions. Write sales playbooks, meeting notes, proposals, and internal SOPs without leaving the platform.

Block editorAI writing assistantCRM linkingPermission sharing

What you get

Everything included in Docs — no add-ons, no hidden limits.

20+ block types: text, heading, callout, table, code, image, embed, and more

AI writing assistant for drafting, editing, and summarising

Cover images and custom icons per document

Linked to deals, contacts, and projects for full context

Granular sharing: public link, team-only, or specific users

Inline comments and team collaboration in real time

Favourites and nested page hierarchy

Export to PDF and Markdown

Use cases

Who gets the most value from Docs.

📝

Sales Playbooks

Write and maintain your sales methodology in a living document your team actually uses.

🤝

Meeting Notes

Capture structured notes from every customer meeting linked to the CRM deal.

📋

Proposals

Draft and share professional proposals with real-time collaboration and comment threads.

How it works

Up and running in minutes.

Create document

Start from blank or pick a template — sales playbook, meeting notes, proposal.

Write with AI

Use the AI assistant to draft, expand, or summarise any section.

Link to CRM

Attach the doc to a deal, contact, or project for full context.

Share via link, publish publicly, or restrict to specific team members.