Connect Your Project Files
To Your Project File.
Select a project folder from Google Drive, OneDrive or an available Microsoft 365 document location. Offertes.ai processes the documents and keeps their source relationship visible.
Connect Your Project DriveKanaalplaat
ActiveConnect Project Folder
Select a folder from My Drive, a Google Shared drive or an available Microsoft Drive and connect it as a document source for your project.
- Google Drive or Microsoft 365 per project
- One external project source at a time
Process Source Changes
New and changed files can be processed in the project file again through controlled background jobs.
- Source updates visible in the project
- Durable project copies in Offertes.ai
Controlled Writeback
When writeback is enabled, authorized users can send changes to the connected drive. Depending on permissions, owner approval may be required first.
Review Conflicts
Offertes.ai surfaces conflicts and failed writebacks so the team can decide which version should be retained.
Immediately Usable in Your Workflow
Imported files become durable project copies and, after processing, can be used for document chat, requests, inbox follow-up and quote comparison.
Google Drive
Folders from My Drive and available Shared drives connected to your project.
OneDrive
Personal project folders directly linked to your file.
SharePoint
Team libraries and project documents centrally managed.
Teams
Available Microsoft document locations from existing collaboration spaces.
Related Features
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