Save prospect research, company pages, and competitive intel as branded PDFs. Organize by deals and accounts for your entire sales team.
Team tier available. Free tier: 3 PDFs/month.
Sales reps research prospects across dozens of sources every day — LinkedIn profiles, company websites, press releases, case studies, news articles, and competitive comparisons. This intel is critical for personalizing outreach, preparing for calls, and building proposals that resonate.
But the research is scattered. It lives in browser tabs that get closed, bookmarks that pile up and go stale, and screenshots buried in Slack threads. When a rep needs to reference that key detail about a prospect's recent acquisition or a competitor's pricing page, it is gone. The page may have changed, the tab was closed days ago, or the link now sits behind a paywall.
Multiply this across an entire sales team and the problem compounds. Each rep maintains their own disorganized collection of research. There is no shared knowledge base. When a rep goes on vacation or leaves the company, their prospect research disappears with them. New reps starting on an account have to research everything from scratch.
Sales teams need a way to save prospect research as permanent, searchable, shareable documents — organized by deal and account, accessible to the entire team.
Every piece of prospect research your team saves becomes a permanent, searchable, branded reference document.
Capture prospect company websites, about pages, leadership bios, and product pages as clean PDFs. Build a comprehensive profile of every account before your first outreach. No more scrambling to re-find key details before a call.
Save prospect LinkedIn profiles as branded PDFs before outreach calls. Capture their experience, recent posts, and mutual connections in a format you can review offline, annotate, and share with your team during deal strategy sessions.
Save prospect press releases, funding announcements, and executive changes as permanent PDFs. These are goldmine conversation starters that disappear from news feeds within days. A saved PDF ensures you never lose a timely talking point.
Capture competitor case studies, pricing pages, and feature comparisons before they change. Build a competitive intelligence library your entire team can reference during objection handling and competitive deals.
Compile relevant articles, testimonials, and third-party validation into branded PDF appendices for proposals. When a prospect asks for references or proof points, you have professionally formatted materials ready to share immediately.
Stop emailing screenshots and pasting links in Slack. Save research as branded PDFs in a shared team library. When anyone on the team needs intel on an account, it is already there — organized, searchable, and professionally formatted.
In sales, every document you share reflects on your company. A messy browser printout with navigation bars, cookie banners, and ads does not inspire confidence. When you share prospect research during a deal review or include reference materials in a proposal, presentation matters.
Pretty PDF's Corporate template applies your company logo, colors, and typography to every PDF your team generates. Set it up once and every sales rep on the team produces consistently branded documents without thinking about it. The output looks like a deliberate deliverable — not something hastily saved from a web browser.
Pro tier customization takes this further. Define your exact brand colors, upload your company logo for the header, and choose typography that matches your corporate identity. Whether a PDF stays internal for a deal strategy session or gets included in a proposal appendix for a prospect, it carries your brand.
Consistency across the team builds credibility. When every piece of research your sales org produces looks professional and uniform, it signals an organized, detail-oriented team — exactly the impression you want to make on prospects.
Sales research is only valuable if you can find it when you need it. Before a discovery call, during a competitive deal, while preparing a proposal — these are the moments when having the right intel at your fingertips makes the difference between a generic pitch and a personalized one.
Pretty PDF's cloud library lets you organize saved PDFs by prospect name, deal stage, account, or campaign. Tag documents so they surface when you need them. Full-text search means you can find any saved research by searching for a company name, a person's title, a product mention, or any detail buried in the content.
The library grows into a genuine account intelligence asset over time. Every press release saved, every LinkedIn profile captured, every competitor case study archived — it all accumulates into a comprehensive knowledge base organized around your deals and accounts. New reps joining an account can get up to speed by reviewing the existing research library instead of starting from scratch.
No more scattered bookmarks. No more "I saved that somewhere" dead ends. No more research that vanishes when a rep changes roles or leaves the team.
Sales is a team sport. Account executives, business development reps, sales engineers, and managers all need access to the same prospect intelligence. But in most sales orgs, research stays siloed in individual browsers, personal bookmark folders, and one-off Slack messages.
Pretty PDF's Team tier gives your entire sales organization a shared PDF library. Every PDF generated by any team member is automatically available to everyone else. When a BDR saves a prospect's company page before an outreach sequence, the AE can reference it during their first call. When a sales engineer archives a competitor's technical documentation, the whole team benefits.
Shared templates ensure every document looks the same — your company branding, your formatting, your professional standard. There is no inconsistency between what one rep produces and another. The entire sales org presents a unified front, whether sharing research internally or including materials in external communications.
No more emailing screenshots. No more "can you send me that link again" messages. No more research that disappears when someone closes their browser tabs. The shared library is the single source of truth for your team's prospect and competitive research.
From web research to your deal folder in seconds.
Find the prospect company page, LinkedIn profile, press release, case study, or competitive intel you want to save. Any web page with research worth keeping.
Click the extension icon in your browser toolbar. Your team's Corporate template is already selected — company logo, colors, and typography applied automatically to the PDF.
The branded PDF is generated and saved to your team's shared cloud library. Organize it by deal, account, or prospect name. Your entire sales team can find and reference it instantly.
Free tier, no credit card. 3 PDFs per month with all templates included.
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