Handle Documents & Data

Excalidraw is a free, open-source virtual whiteboard with hand-drawn-style diagrams. Lo-fi aesthetic encourages quick brainstorming. Library feature for reusable components. Integrates with VS Code, Obsidian, and Notion. Real-time collaboration with end-to-end encryption. Completely free. Excalidraw+ (hosted collaboration) from $7/month per editor.

FigJam is Figma's online whiteboard for brainstorming, planning, and diagramming in real time. Sticky notes, drawing tools, templates, voting, and timer features for interactive team collaboration. Free with unlimited FigJam files. Included with Figma plans.

GitBook is a technical documentation platform that helps teams write, publish, and maintain product docs that connect with users and AI agents. It supports docs-as-code via Git Sync, includes an embedded AI Assistant that answers user questions, and ships every site with an MCP server for AI agents.

Share files up to 10GB with a link — encrypted, no sign-up. Small files upload to cloud (24hr). Large files stream peer-to-peer. Completely free. Free. No paid tiers.

PandaDoc is a great fit for small businesses that send proposals, contracts, or quotes on a regular basis. You can build polished documents with a drag-and-drop editor, send them for e-signature, and track when recipients open or view them. It connects directly with popular CRMs like HubSpot, Salesforce, and Pipedrive so your team spends less time copying data between tools. You can also collect payments inside a document, making it easy to go from signed contract to paid invoice in one place.

OneDrive is best for small businesses already using Microsoft 365 who need a reliable place to store, share, and back up files. It gives your team access to documents from any device, whether they're in the office or working remotely. Files sync automatically so everyone always has the latest version. It also includes built-in security features like ransomware detection and a Personal Vault for sensitive documents.

Looker Studio is best for small business owners who already use Google Analytics, Google Ads, or Google Sheets and want to turn that data into clear, visual dashboards. It's a free web-based tool that lets you pull data from dozens of sources and build reports you can share with your team or clients. You don't need to know how to code — drag-and-drop controls make it approachable for non-technical users. The catch is that getting data from non-Google sources often requires paid third-party connectors.

DocuSign is best for small business owners who need a trusted, legally binding way to get documents signed without printing, scanning, or mailing. You can send contracts, agreements, and forms to clients or employees, and they can sign from any device in minutes. It works with tools you already use, like Google Workspace, Microsoft 365, Slack, and Salesforce. If your business regularly sends contracts, onboarding paperwork, or sales agreements, DocuSign can save you hours every week.

Jotform is best for small business owners who need to collect information, accept payments, or gather signatures online without hiring a developer. You can build forms, surveys, order forms, and intake sheets using a drag-and-drop editor in minutes. Your forms connect to tools you already use, like Google Drive, PayPal, Stripe, and popular CRMs. The free plan is genuinely useful for getting started, and paid plans scale as your business grows.

Google Drive is a great fit for small businesses that want one place to store, share, and work on files together. You can keep documents, spreadsheets, presentations, PDFs, and more in the cloud so your whole team can access them from any device. It works especially well if you already use Gmail or other Google tools. The free plan gives you 15GB of storage, and paid Google Workspace plans unlock more space and team features.