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SALES ORDER PROCESSING SOLUTIONS

Enhance customer cervice with streamlined order processing 

Experience seamless sales operations across all departments. Access crucial information for successful customer projects anytime, anywhere.

  • Accelerate business transactions with automated workflows
  • Improve collaboration and response times
  • Protect sensitive customer data

More than 19,000 customers from all industries trust in DocuWare

 

Sales documents: organised and always accessable

Centralise and connect all your order documents, including quotations, orders, service reports, contracts, and A/R invoices, in complete customer records. Facilitate cross-departmental processing and ensure immediate responses to inquiries – anytime, anywhere.

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Seamless handoffs and cross-departmental collaboration 

Operate more efficiently and shorten order processing times from quotation to invoicing. DocuWare ensures all responsible parties receive timely information and tasks, sends reminders for delays, and provides an immediate overview of the current status. 

 

Complete transparency, even in the case of exceptions

Who entered the order and when? Why was a special discount granted? Who approved it? DocuWare accelerates order processes and ensures complete transparency for all decisions. Every processing step can be precisely traced in real time and even years later, enhancing accountability compliance.   

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Integrated security for your ERP and CRM system

Keep customer records secure and compliant without paper printouts or lost and scattered information. DocuWare integrates seamlessly with your business solutions, archiving order documents in compliance with data protection regulations and automating end-to-end workflows. This eliminates program switching, synchronises data and increases efficiency across systems and departments.

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Manage orders, complaints, and enquiries with ease

Streamline order processing from customer enquiry to payment verification. DocuWare seamlessly connects each step, keeping everyone in sales, production, accounting and customer service up to date and ready to act. This simplifies daily operations, increases overall productivity and strengthens the quality of your customer relationships.

Get order documents organised automatically

DocuWare’s versatile import functions make order entry seamless: Use online forms, scan printed documents on the go, and archive emails and invoices instantly. Relevant information is automatically extracted and linked, keeping your customer and project files up-to-date effortlessly.

Acess customer files at your fingertips

DocuWare’s automatic central storage ensures comprehensive and organised customer and project records. Instantly access all related correspondence, service reports, invoices, and contracts using powerful full-text search or specific filters. Easily send document copies to customers with just a few clicks, streamlining your communication and improving efficiency.

Enhance customer service with automation

Manage maintenance, repair orders, and warranty claims efficiently with customisable online forms and workflows. Assign tasks, set exception rules, and incorporate approval levels for structured processes. Connect all stakeholders, ensuring visibility into current statuses.



  

 

Stay informed accross departments

DocuWare provides complete and quick access to information, crucial for order processing. Automatically track actions and manage due dates with ease. Receive notifications to stay on top of deadlines and ensure timely responses. Prevent errors and delays by keeping all team members informed and up-to-date across departments.

Ensure secure archiving and data protection

DocuWare ensures compliance with retention policies by securely storing customer files according to data protection regulations. Detailed rights structures and regulated processes prevent loss, misuse, and manipulation. Quickly provide necessary information during audits or legal issues, enhancing organisational reliability and trustworthiness. 

Streamline order processing with integrations

DocuWare's integration capabilities connect to ERP and CRM systems such as SAP, Microsoft Dynamics and Oracle. This ensures a seamless flow of data, reducing manual entry and errors. Access customer information in DocuWare from your CRM with a single click or update your ERP with order details, speeding up the order processing cycle and keeping all departments informed.

Frequently asked questions 

How does DocuWare support sales order processing?

DocuWare automates and digitises document and business processes, making it easier to capture, process and manage orders. It integrates seamlessly with existing business solutions and ensures secure, centralised storage of all relevant documents, significantly increasing the efficiency and accuracy of order processing.

How are customer records managed with DocuWare?

With DocuWare, almost all types of documents can be digitized, stored and intuitively organized. Documents are linked via transaction or customer numbers and can also be instantly retrieved using additional filter criteria, powerful full-text search or folder views.

How are customer records protected from unauthorised access?

DocuWare offers extensive security functions to protect customer files from unauthorised access. User rights and encryption ensure that only authorised persons can access the data; audit trails log every access.

How are sales order documents displayed and processed in DocuWare?

In DocuWare, you can display order documents independently of their original program; add notes, a digitised signature and stamps; or highlight important details. Alternatively, you can open the documents in the original program to edit them further. You can also combine files of different formats – for example an order and an e-mail – and view them together in a single step.

What integration options does DocuWare offer for efficient order processing?

DocuWare offers a wide range of integration options for seamless collaboration with other business solutions that you use for order processing. These include ERP systems such as SAP and Microsoft Dynamics as well as CRM systems such as Salesforce, but also accounting software such as Sage and DATEV. These can be connected seamlessly using APIs, connectors and plugins. Import and export functions together with web services simplify data exchange. In addition, iPaaS platforms such as make.com or Microsoft Power Automate enable fast and flexible integration to optimise workflows and increase efficiency in order processing.

Real people, real results

Certified and top-rated

Catana Report

Create seamless and scalable business processes

Unleash the power of a powerful document management and workflow automation platform.
Explore versatile solutions to increase productivity across departments and teams.

Want to take your customer service to the next level?

 

 

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Discover how you can unlock the full potential of DocuWare within just a few days. Whether you have questions or need guidance, we’re committed to helping you explore the best pathways forward.

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