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New to DocuWare? See how DocuWare document management and workflow automation enables your team to access the right information at the right time.
Each customer record is centralized, organized and ready when you need it: on the road before a presentation, in the office of a customer, meeting with a partner. DocuWare enables instant access from any device to archived emails, quotes, invoices, proposals, contracts and presentations.
There's no room for error in managing contracts, and there's no time to lose in completing them. Manage versions, match with related documents like invoices, route for approval and electronic signatures, and set reminder tasks for renewals and extensions.
Your inbox is your nerve center: key messages from colleagues, prospects, partners and customers must be carefully managed and often securely archived. Store and search for messages and attachments with DocuWare's native integration with Outlook or other email clients.
Get your marketing material out of messy shared drives and be done with sluggish VPNs. Marketing colleagues can centralize and organize brochures, presentations, white papers, battle cards, templates and more, then make them available through embedded lists and searches in portals or other applications.
Manage marketing and sales documents without the complexities and overhead of an on-premises data center.
No more lost documents, printing headaches, tedious searches and overflowing file cabinets.
Protect your team against litigation, leaks and loss with comprehensive, modern data security.
Colleagues on the road, working from home and collaborating across offices remain fully connected.
Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports.
Streamline proposal creation process with fast access to marketing and product materials. Trace contract and invoice status in their approval workflows.
Maintain complete visibility of proposal, contract and invoice approvals, ensure data synchronization with CRM, and create eforms and workflows to support new processes.
Carefully manage brochures, white papers, presentations and other sales enablement assets to easily share with colleagues in any location.
Ensure the security and integrity of all sales documents, and maintain complete visibility to contract and invoice statuses through workflow.
Never lose track of contract expiration or due date, and easily access contracts automatically matched with orders, delivery documents and invoices all from one secure repository.
Talbot Marketing provides promotional products and corporate apparel to help businesses market their brand. These promotional products are used in incentive or recognition programs as well as product launches. Using DocuWare, Talbot’s accounting personnel can electronically scan and import invoices. These are indexed by the sales order number and the sales representative’s name, for easy referencing and electronically routed through the company’s accounts payable workflow at a faster and more efficient pace. Read the full case study.
Marketing Personal distributes more than 100,000 catalogs to Image Advisors who sell Marketing Personal’s products. All orders require transport documents which are generated and stored digitally in DocuWare. Seamless integration between DocuWare and the existing software ABBYY FlexCapture and Splunk means that data can be cross-checked and the status of new and pending orders is immediately obtainable. Read the full case study.
