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DOCUMENT MANAGEMENT SYSTEM FOR SALES 

Accelerate sales
success with document
management and
automated workflows

In sales, speed and precision are critical. DocuWare accelerates deal closures by centralising documents, automating approvals, and optimising every stage from quote to contract. With full visibility and seamless collaboration, DocuWare makes sales processes 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Scattered files, outdated versions, and missing information create confusion, slow down responses, and hurt your bottom line.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, centralised 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.

 

Efficient teamwork across all sales lead touchpoints

DocuWare connects your entire sales organisation 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 enquiries, 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 enquiries, and stay on top of contract timelines automatically.
For the 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.
Try it

Real-world success with DocuWare in sales and customer service

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Everything is now filed and easily retrievable in one document repository. Our Customer Services team achieved a time saving of approximately 15 hours of filing per week. The system has provided greater security, retrieval is simpler and faster, with all the information accessible from any location.
Sue Brennan, Information System Manager
Swagelok
Read case study
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Since documents are now available at the touch of a button, we have been able to significantly improve our customer service. DocuWare has become one of the most important tools for our daily work.
Anton Dreyer, Digital Operations Manager
Jura Products
Read case study
Joachim Hubinger
Our customer portal gives all customers access to the information they need, from the status of their order, to contract details, damage processing, assessments or parking permits.
Joachim Hubinger, Head of IT / Orga
Sport Auto Plus GmbH
Read case study
Andy Berr
Thanks to DocuWare, our Parts Sales team has improved accuracy significantly. 
Andy Derr, Operations Manager
M.H. EBY Inc.
Read case study
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 by sales reps for vehicle 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 FILE

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.

Learn more

 

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. 

 

Learn more

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ELECTRONIC SIGNATURE

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.

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 unauthorised 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.

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Why DocuWare?

Core capabilities that power smarter sales operations

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AI-powered data capture

Easily extract and manage order data, pricing, and delivery confirmations reducing manual effort and freeing up your sales team.

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Process automation

Fully customisable to your needs and seamlessly integrated into your applications, DocuWare uses automated workflows and AI to increase sales efficiency.

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Document management

Organise and access documents intuitively and securely accelerating daily work and ensuring information is always at hand.

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Seamless collaboration

Keep your teams aligned with centralised, up-to-date information - accessible anytime, from anywhere.

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Business insights

DocuWare provides you with real-time insights so that you are always informed and can make data-driven decisions that strengthen your company's competitiveness.

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Security and compliance

DocuWare helps you remain compliant in your business, meeting all standards and norms to ensure the information and data security of sales documents.

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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Digitise your sales workflows with
DocuWare – a safe decision! 

A legacy of
36 years
in office
automation
star
More than
95%
customer
renewal rate
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Empowering
20K
organisations worldwide
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Certified and top-rated

Catana Report

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.

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