Turn your multi-step document process into a single click
Sending documents to your clients, staff, suppliers, sub-contractors and partners doesn't have to be a chore.
Take the hassle out of getting the right document to the right recipient at the right time, with automated workflows that are run when a specific event occurs.
Document Templates
Process Stages
Define individual pipelines for different document types to track your process just the way you’d like.
Automation With Workflows
Get your work done by configuration, not perspiration.
Setup workflows that assure the right processes are fired up at the right time whilst informing the right people.
Use automated approvals to ensure that your documents are quality checked before they are sent to the intended recipient, create companions documents automatically depending on user actions and ensure that document statuses are right, everytime.
Getting Things Done, With Tasks
Tasks allow you automate actions such as:
– Sending automated notifications to alert your team of an event.
– Automatically move your document to a selected status as part of a workflow.
– Pausing a workflow until a document has been approved.
– Marking a job as completed.
– Automatically send a document to the intended recipient.
– Creating a new document and kicking off a new workflow.
Book your 30 minute demo today
Banish excel, word/pdf, email and verbal quotes with software that’s so easy and yet so powerful, you’ll wonder how you and your team ever coped without it!
- Reduce the time it takes to get quotes created and sent to your client
- Improve the level of professionalism of your quotes
- Save time on follow-ups by automatically chasing non-respondents
- Automatically create invoices for accepted quotes
- OR integrate with Sage, Quickbooks and Xero
- Integrate your whole quote process to your business website
