Ask your sales documents a focused question and review the result
PugID analyses sales documents held in Google Drive or SharePoint. A team member selects a sales-specific question. PugID finds the relevant files and returns a structured result based on those documents. The sales team can then compare the result against source files and governed revenue systems before using it in a forecast, account review or commercial decision.
Sales reviews rely on more than a single report
A pipeline review may draw on forecast packs, opportunity notes, account plans, meeting minutes and pricing approvals. A renewal discussion can rely on contracts, customer-health summaries and action logs. Locating those documents is only the first task; the figures, dates and definitions still need to align.
PugID operates at this document layer. It uses a chosen Sales question to identify relevant files in connected Google Drive or SharePoint folders and produce a structured result. It does not replace CRM, CPQ, billing, commission or live business-intelligence systems. Governed values should still be verified in their source system.
Begin with the question the sales review requires
The supplied Sales catalogue covers pipeline, forecast, account, pricing and process questions. These eight examples match the catalogue wording.
Go from source folders to a result you can review
Connect approved folders.
Link the Google Drive or SharePoint locations that hold the sales documents relevant to the review.
Choose one Sales question.
Select the prompt that corresponds to the pipeline, forecast, account or process task.
Review the structured result.
Compare it against source documents and governed systems, resolve conflicts and assign an accountable owner before acting.
Use the result as a review layer
Sales documents can include stale close dates, duplicated opportunities, inconsistent stage definitions and notes drafted before the most recent customer conversation. A structured result can surface those differences, but it cannot determine which record is authoritative. The owner of the review still resolves the conflict.
For a controlled evaluation, log the document set, reporting period, reviewer and acceptance criteria. Assess whether the result makes missing evidence and open actions easier to locate. Do not publish an estimated revenue lift, time saving or forecast improvement without verified evidence.
Keep access and data handling within scope
PugID states that connections are encrypted, credentials are not stored, and documents and results are not kept permanently. It further states that temporary analysis data is removed automatically after eight hours.
Before connecting opportunity, pricing, customer, contract or commission material, verify folder permissions, contractual terms, processing details and internal policy. Minimise personal data and confine the evaluation to approved files.