Documents and contracts.
Every document linked to a customer and an order.
A contract is generated from a template with the customer's details filled in and is linked to the customer and the order. Nobody hunts for the latest version in email threads or on a shared drive.
- Contract templates filled from system data
- Versions and amendments in one place
- Reminders before a contract ends
Customers or employees sign a document on their phone, and the signed version comes back into the system. No printing, scanning or sending it back by courier.
- Signing on a phone or a computer
- Status: sent, opened, signed
- Signed document in the customer archive
Specifications, certificates, product sheets and reports are stored with the customer, product or batch they concern. You find a document in seconds, and permissions decide who sees what.
- Documents linked to customers, products and batches
- Search by name and content
- Permissions for folders and documents
An invoice, a purchase order or a new label goes through a set approval path. Everyone sees whose desk the document is on, so nobody has to chase it in the corridor or by email.
- Approval paths per document type
- Approval from a phone
- History of who approved what and when
Let's see what AI can do in your company.
Companies that adopt modern systems now will be a step ahead of their competitors in a few years. Start with one process, and we add the rest in stages.
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