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Attach

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What Attach is

Attach is a document-sharing tool for sales teams that creates trackable links and shows how recipients interact with shared files. Teams can see opens, viewers, time spent on pages, navigation, close events, approximate city, device type, and viewer count. Senders can password-protect files, disable downloads or viewing, set expiry dates, and delete or replace a file after sharing. A central library holds approved sales and marketing content for sharing current versions and reviewing performance. Attach lists integrations with Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base. Its Gmail Chrome extension supports tracked sharing from Gmail. Uploads accept PDF, PowerPoint, and Word files up to 30 MB, with no stated limit on the number of uploads. Attach is available on the web and as an extension. The free plan covers up to three documents without a credit card, and the site advertises a 14-day trial.

Who it suits

Attach suits sales representatives, marketers, startups, and sales leaders who need to share approved documents and follow recipient engagement. It is also relevant to teams that share files from Gmail or use its listed storage and CRM integrations.

What it does well

  • Tracks page time, navigation, and close events
  • Senders can expire, replace, or delete shared documents
  • Central library for approved sales and marketing content
  • Free plan includes up to three documents
  • Gmail Chrome extension supports tracked sharing

What to know first

  • Uploads are limited to 30 MB per file
  • Free plan covers up to three documents
  • Pricing page displays no plan prices

Limits

The free plan allows up to three documents. Individual uploads can be up to 30 MB; the listed formats are PDF, PowerPoint, and Word.

Plans

PlanBilled and limitsPrice
Attach free planFree up to 3 documents · No credit card requiredFree
FreeCloudFree
SOLObilled annually · Cloud$10 a month
TEAMbilled annually · Cloud$30 a month
ADVANCEDCloud$30

As attach.io lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Attach website.
  2. Choose the free plan or start the advertised 14-day trial.
  3. Use Attach on the web or as an extension.
  4. Connect a listed storage, email, CRM, or automation integration if needed.
  5. Upload a PDF, PowerPoint, or Word file up to 30 MB.
  6. Share a tracked link, including from Gmail with the Chrome extension.

Overview

Attach is a document-sharing and content-management tool for sales teams that want more visibility and control after sending material. It suits sales representatives and marketers who share proposals or approved collateral; its appeal is trackable links and access controls, while the free plan’s three-document cap is restrictive for ongoing use.

Founded in 2011, Attach is aimed at startups and sales leaders as well as individual sales and marketing users. A free plan and a 14-day trial provide ways to start, but custom pricing makes it difficult to judge the cost of expanding beyond the free tier.

For a broader set of options, see Sales Content Management Software.

Key features

Tracked sharing and document controls

Attach reports opens, viewers, time spent on each page, navigation, close events, approximate city, device type, viewer count, and forwarding. That detail can help sales teams understand which material attracts attention and whether it is being passed on, although approximate city is not precise location data.

Senders can password-protect documents, disable downloads or viewing, set an expiration date, and delete or replace files after sending. These options are useful when access needs to be limited or a shared version becomes outdated. Uploads support PDF, PowerPoint and Word files up to 30 MB each; there is no stated upload-count limit, but the free plan’s three-document cap remains the practical constraint for free users.

Shared content library and integrations

A centralized library gives teams a place to keep approved sales and marketing content, share current versions, and review performance. Attach also supports content approval workflows, expiry controls, basic personalization, and buyer engagement analytics. That combination is more relevant to teams managing shared collateral than to users who only need a one-off file transfer.

Integrations include Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base. The Gmail Chrome Extension lets users share tracked documents from Gmail, a useful fit for sales teams that work from their inbox. Attach says uploaded documents remain the user's property, are securely stored, and can be deleted or downloaded again. Support requests are directed to Cirrus Insight support.

Pricing

Attach uses a freemium model. The free plan costs nothing, covers up to 3 documents, and requires no credit card. That is enough to try the sharing and tracking workflow, but the small cap limits its usefulness as a standing library for a team.

A free 14-day trial is also advertised. Paid plans use custom pricing, so teams should confirm the cost and terms before relying on Attach beyond the free allowance; no seat count, paid-tier quotas, or renewal terms are provided. The free plan is the clear starting point for an individual or small team evaluating the product, while an organization with sustained document volume should establish the paid-plan fit first.

Platforms

Attach is available on the web and as an extension. The Gmail Chrome Extension is specifically suited to sharing documents from Gmail; broader extension details are not established.

Who it's for

Attach is best suited to sales representatives, marketers, startups, and sales leaders who distribute documents and need both access controls and engagement signals. Teams with approved collateral to maintain can also benefit from its shared content hub and workflows. It is a weaker fit for anyone needing a large free document library or a clear paid-plan budget before evaluation.

Pros and cons

  • Pros: Page-level engagement data, forwarding visibility, and viewer context offer more insight than a basic share link.
  • Pros: Passwords, viewing and download restrictions, expiry, and post-send replacement or deletion give senders practical control over shared files.
  • Pros: The content hub, approval workflows, and integrations support teams that need to keep shared sales material current.
  • Cons: The free plan stops at three documents, which is a meaningful limit for recurring team use.
  • Cons: Paid pricing is custom, making cost comparison and budget planning harder before contacting the provider.
  • Cons: Uploads are limited to 30 MB per file, and the Gmail extension's stated use is specific to Gmail.

Alternatives

Airstride is a better direction for teams focused on partner management, deal management, account mapping, and CRM integration, with a free tier for up to three partners rather than Attach’s document tracking.

Cirua may suit an individual seeking a personal asset library: its free plan includes one user seat and 5 GB of workspace storage, while Attach centers on sales document engagement.

Content Camel is worth considering for a content library with a free one-user Solo plan and one published site; Attach is more directly focused on trackable document sharing and controls.

Dock may fit teams looking for workspaces and assets such as playbooks, courses, and order forms, with a free plan that caps those items; Attach emphasizes document-level analytics and access management.

Bigtincan Digital Sales Rooms is another option for digital sales rooms and shares, with pricing available by contacting sales.

Enablix offers custom annual-contract pricing with per-user charges, making it an option for teams evaluating a tailored sales enablement platform.

Highspot is a paid alternative offering governed content, AI-powered search and answers, sales plays, digital sales rooms, and CRM integration.

QuarkXPress is a paid alternative with a prepaid annual subscription that renews automatically.

Verdict

Choose Attach if your sales team needs to share controlled document links and see how buyers engage with them, especially when a shared library and Gmail-based workflow matter. Its free plan is a low-friction trial, but the three-document cap and custom paid pricing make it a less convincing choice for teams that need predictable costs or substantial ongoing capacity.

Verdict

Attach combines tracked document links, sharing controls, and a shared content library. Its free plan and 14-day trial offer a way to start, though larger teams should check the plan details because listed pricing is not displayed.

Questions

Is Attach free?

Yes. Its free plan costs nothing and supports up to three documents without a credit card.

Is there a free trial?

Yes. The site advertises a 14-day trial.

What platforms does Attach support?

Attach is available on the web and as an extension. Its Gmail Chrome extension supports sharing tracked documents from Gmail.

Which file formats can I upload?

Uploads support PDF, PowerPoint (.ppt, .pptx), and Word (.doc, .docx) files up to 30 MB. There is no limit on the number of uploads.

What integrations does Attach list?

Attach lists Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base.

Who makes Attach?

Attach was founded in 2011 and is headquartered in Raleigh, North Carolina. Its pricing and about links redirect to Cirrus Insight pages.

Facts from Attach's own pages

Access controls
Documents can be password protected, expired, revoked, download restricted or replaced after sending. · attach.io, 15 Oct 2026
API and SDK
Attach's public homepage and help center provide no public API or SDK documentation link. · attach.io, 15 Oct 2026
Attach relationship
Inc. says 250,000 people use Cirrus Insight and its sister product Attach.io. · inc.com, 15 Oct 2026
Authentication
OAuth 2.0 is used for connected mail and CRM services, and passwords are not stored. · cirrusinsight.com, 15 Oct 2026
Capterra customer service
Capterra reports a customer-service score of 3.5 out of 5 from 4 reviews. · capterra.com, 15 Oct 2026
Chrome extension
The Gmail Chrome Extension lets users share tracked documents from Gmail. · attach.io, 30 Sept 2026
Cloud uploads
Attach lists Dropbox, Box, Google Drive and Microsoft OneDrive as cloud upload sources. · attach.io, 15 Oct 2026
Company and pricing status
The Attach pricing and about links redirect to Cirrus Insight pages, and the opened pricing page displays a JavaScript pricing configurator without plan prices. · attach.io, 30 Sept 2026
Company founding
Cirrus Insight's official About page says the company was founded in 2011. · cirrusinsight.com, 15 Oct 2026
Company legal identity
The official site identifies the maker as Cirruspath, Inc., operating from Raleigh, North Carolina. · cirrusinsight.com, 15 Oct 2026
Company location listing
Inc.'s verified profile lists Cirrus Insight's location as Irvine, California. · inc.com, 15 Oct 2026
Company size
Inc.'s verified company profile lists Cirrus Insight at 51–200 employees. · inc.com, 15 Oct 2026
Compatibility
Attach says recipients can view documents on any device without compatibility issues. · attach.io, 15 Oct 2026
Content hub
A centralized library stores approved sales and marketing collateral for team use. · attach.io, 15 Oct 2026
Document analytics
Reports show overall content performance, engagement and drop-off. · attach.io, 15 Oct 2026
Document controls
Users can password protect documents, disable downloads or viewing, set an expiration date, and delete or replace documents after sending. · attach.io, 30 Sept 2026
File formats and size
Uploads accept PDF, PowerPoint (.ppt, .pptx), and Word (.doc, .docx) files up to 30 MB; the FAQ says there is no limit on the number of uploads. · attach.io, 30 Sept 2026
Founded
2011 · attach.io, 28 Sept 2026
Gmail extension
A Chrome extension lets users send tracked documents from Gmail. · attach.io, 15 Oct 2026
Headquarters
Raleigh, North Carolina, United States · attach.io, 28 Sept 2026
Hosting
The service runs on Microsoft Azure infrastructure. · cirrusinsight.com, 15 Oct 2026
Integrations
Attach lists Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base among its integrations. · attach.io, 30 Sept 2026
Intended users
Attach describes use by sales representatives, marketers, startups, and sales leaders. · attach.io, 30 Sept 2026
Lead insights
Viewer details, interests and forwarding activity can be captured for follow-up. · attach.io, 15 Oct 2026

Where Attach stands on Freedom251

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