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.
SALES ORDER PROCESSING SOLUTIONS
Enhance customer service 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
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Order documents: organized and always accessible
Centralize 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.
Seamless handoffs and 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.
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.
Manage orders, complaints, and inquiries with ease
Streamline order processing from customer inquiry 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.
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Automatically organize sales order documents
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.
Instantly retrieve customer files
DocuWare’s automatic central storage ensures comprehensive and organized 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 customizable online forms and workflows. Assign tasks, set exception rules, and incorporate approval levels for structured processes. Connect all stakeholders, ensuring visibility into current statuses.
s: automated workflows, reminders and mobile access ensure smooth operation without any backlogs. The automatic invoice matching with other data and documents, such as purchase orders and delivery notes, also optimizes cash flow.
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 organizational 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.
DocuWare is a flexible product that meets our unique workflow between the manufacturing floor and the business office. Our ROI improves every time we add a new process, such as our sales orders and invoicing.
If a part gets recalled, we must find every customer we sold it to and now we can pull up every invoice! We can search by date, invoice number, unit number, even full text. I cannot believe how fast we find stuff in DocuWare.
Certified and top-rated
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