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DOCUMENT MANAGEMENT SYSTEM FOR SALES DEPARTMENT

Accelerate sales success with document management and automated workflows

In sales, speed and precision are critical. DocuWare accelerates deal closures by centralizing documents, automating approvals, and optimizing every stage from quote to contract. With full visibility and seamless collaboration, making your sales process more efficient, transparent, and scalable. Empower your team to concentrate on what truly matters: driving growth through selling.

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Turn daily challenges into sales wins

Daily challenges
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Manual overload, missed opportunities
Sales reps waste hours entering and chasing down customer and order data; time that should be spent closing deals.
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Disorganized data, delayed deals
Scattered files, outdated versions, and missing information create confusion, slow down responses, and hurt your bottom line.
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Disconnected teams, lost momentum
Sales, customer service, and marketing operate in silos, missing out on valuable synergies and shared insights.
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Compliance risks, legal exposure
Inconsistent handling of sensitive data puts your business at risk of violating GDPR and other key regulations.
Work smarter with DocuWare
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More selling, less admin
Automated workflows take repetitive tasks off your team’s plate, freeing them to focus on revenue-driving activities.
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Total visibility, instant access
Smart, centralized document management enables fast, informed decisions and seamless collaboration - anytime, anywhere.
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Stronger alignment, better results
Transparency and structured task management ensure seamless collaboration and consistent customer journey.
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Built-in compliance, peace of mind

Clear processes and secure user management help you meet regulatory requirements with confidence.

Smarter sales workflows start here

Experience how streamlined document management can elevate your sales operations.

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Efficient teamwork across all sales touchpoints

DocuWare connects your entire sales organization from field reps and marketing to account management and finance so everyone works smarter, faster, and more aligned. With instant access to key documents and automated workflows, your teams can process orders quickly, respond confidently to customer inquiries, and turn opportunities into revenue - no matter where they are.

For field sales

Access the latest sales materials on the go and submit orders directly from the field.

For inside sales

Track order history and status in real time, sync seamlessly with your CRM, and cut down on manual tasks.

For account management

Spend more time with customers, respond faster to inquiries, and stay on top of contract timelines automatically.

For finance

Speed up invoicing and payment collection with transparent, automated order-to-cash workflows. Gain full visibility into every transaction and reduce delays that impact your bottom line.

For marketing

Ensure your sales teams always have access to the latest templates, product sheets, and presentations - ready to use, anytime.

For executives
Accelerate deal cycles and improve profitability with streamlined order workflows, real-time visibility into sales performance, and instant access to critical data so you can lead with confidence and scale with ease.
SELF-GUIDED TOUR

Invoice processing made easy

Discover how DocuWare can optimize your accounts payable workflows in just a few steps.
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Real-world success with DocuWare in sales departments

Andy Berr

Thanks to DocuWare, our Parts Sales team now has a better accuracy in selling parts.

Andy Derr

Operations Manager, M.H. EBY Inc.

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Pat Hernandez

DocuWare is one of our primary systems - we use it for data storage and retrieval to support sales and marketing.

Pat Hernandez

Chief Operating Officer, Marcon International, Inc.

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Witman

DocuWare is a flexible product that meets our unique workflow between the manufacturing floor and the business office.

Michele Witman

Controller, AquaPhoenix Scientific

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Peterbilt

Sales clerks used to wait for two-three days for the truck specs documents. Now they’re pulled up instantly.

Fred DeVore

Co-Owner, Peterbilt of Wyoming

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Zero
error rate in the filing system


Case Study: Mayfair Insurance

30-40%
reduction in invoicing time


Case Study: Stuart Plumbing & Heating Suppliers

2-3 days
saved from sales clerks for truck spec document requests

Case Study: Peterbilt of Wyoming

Transform your sales workflows and management

Stop wasting time on repetitive tasks and scattered information. With DocuWare, you automate key workflows, boost efficiency, and create a solid foundation for scalable, future-ready sales operations. Whether you're handling quotes, contracts, or customer records: DocuWare adapts to your needs and grows with your business.

DIGITAL CUSTOMER FILES

Instant access to all sales and customer documents

Quotes, orders, invoices, emails: everything your sales team needs is just a click away. With DocuWare, all customer-related documents are stored centrally, intuitively searchable, and accessible directly from your CRM or ERP. This enables faster response times and ensures consistent, professional communication throughout the customer journey.

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SALES ORDER PROCESSING

Transparency and teamwork in every order

Streamline your order workflows from initial inquiries to the final invoices. DocuWare automatically routes approvals for discounts or quote reviews to the right people, reducing delays and eliminating the back-and-forth. The result: faster turnaround time and a smoother process for your entire team.

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CONTRACT MANAGEMENT

Full control over versions, approvals, and timelines

Stay on top of contract details, discounts, and durations with ease. DocuWare helps you manage versions reliably, route approvals digitally, and ensure that the latest contract version is always available so nothing slips through the cracks.

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ELECTRONIC SIGNATURES

Seamless signing integrated into your sales workflows

Integrate electronic signatures directly into your existing sales processes. With DocuWare, you automate contract approvals, eliminate media disruptions, and ensure that agreements are completed faster and more securely - anytime, on any device.

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SECURE ARCHIVING

Protected data, confident partnerships

Securely archive customer records in full compliance with legal requirements. DocuWare automates retention schedules, enforces access controls, and ensures your data is always available and protected from unauthorized access. This ensures maximum security and lasting trust with customers and partners.

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Experience contract management in action

Take a quick tour and see how DocuWare helps you manage contracts with speed and control from version tracking to deadline monitoring.
 

Why DocuWare

Core capabilities that power smarter finance operations
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AI-powered data capture

Automatically extract key data from invoices, contracts, and other financial documents. DocuWare reduces manual input and ensures clean, structured data from the start.
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Process automation

Accelerate your processes with workflows tailored accounting. DocuWare users save over 8 hours daily through automation – from invoice approvals to audit prep.
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Document management

Store and access financial documents securely. DocuWare organizes information intuitively and makes it instantly searchable.
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Seamless collaboration

Enable real-time approvals and faster decisions. DocuWare connects your team across locations and devices, keeping processes agile and efficient.
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Business insights

Turn financial data into actionable insights. DocuWare helps you monitor performance, identify trends, and make informed decisions faster.
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Security and compliance

Stay on the safe side. DocuWare provides audit trails, access controls, and legally compliant archiving to protect data and meet regulatory requirements.

360° Connectivity across your sales ecosystem

Seamlessly integrate DocuWare with the sales and business tools you use every day — and drive end-to-end automation with solutions like these and many more!

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Digitize your sales workflows with DocuWare – a safe decision! 

Future-ready

37 years

of digitization expertise for your finance team

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Long-term

95%

of our customers renew their contracts

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Global

20,000+

organizations worldwide trust DocuWare

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Certified and top-rated

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Ready work smarter in sales?

Discover how DocuWare empowers sales teams to close deals faster, collaborate effortlessly, and manage every document from quote to contract with ease.

Whether you're looking for a live demo or expert advice from one of our certified partners, we're here to help you take the next step in your digital transformation.

Let’s talk!

Fill out the form and we’ll connect you with the right expert tailored to your needs and location.