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Document Management for

Sales Administration and Marketing

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The sales and marketing department manages all kinds of information and documents. There is a flow of information coming from within the company and there is a multitude of information coming from customers, leads and the market in general. Contract management, quotations, project follow-up but also the follow-up of deliveries and projects. Smartdoc fully supports your information management in a transparent and efficient manner.

Advantages

E-mail communications

A lot of communication takes place via e-mail, such as quotations, project information, adjustments, appointments. It is important that this information is available to all parties involved. Thanks to the outlook integration, Smartdoc allows all received and sent mails to be archived and even to automate this process.

Search

Smartdoc makes all documents searchable by text. Every photo, scan, or attachment of an old mail can be made fully searchable via a smart search engine. So you will always find what you are looking for.

Accessibility

You can safely use Smartdoc from any location, at any time.

Workflows

The system allows you to easily set up workflows and approval processes.

Integration & connectivity

Smartdoc integrates with Office 365. Smartdoc links with ERP and the most common CRM systems as standard.

Complete up-to-date information

You can always retrieve the most recent information without having to enter dates, versions or locations. The search function works on the basis of content.

A digital document flow allows us to work faster. Thanks to Smartdoc, we no longer lose any documents.
Responsible Sales Admin
Woodstoxx

All Smartdoc benefits

Document Management
Invoice Automation & Robot Accounting
Document
Automation
Legal
Archiving
Process
Automation
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