Sales accelerator system for distribution
Sales Force Assistant
Orders can be made and sent directly into ERP by clients with or without the account manager validations.
Advanced Order Management
View, print or clone orders, add articles using an advanced search tool aware of stocks, automated delivery date calculation.
Any complex workflow of any document through organization can be implemented with dynamic rules that allow branches to be created in a workflow process along with custom approvals.
Boilerplate clauses or the legal paragraph common to different type of documents are updated in one place for all new documents in order to cut the unnecessary extended legal reviews.
Automate the routing of documents and shorten cycle times. Enable automated notifications for documents in need of review and approval.
Optional EDI through ExpertSupplier.com
The documents are distributed electronically to commercial partners in a regulated secured environment, following additional criteria such as traceability and integrity of the documents.
Complete ERP integration is posible in order to provide full communication and improve productivity across company for an end-to-end process coverage
Flexible Commercial Policies
Draft version of documents are exchanged between legal and business departments to ensure that everyone understands them completely and the final version is fully compliant.
Remove the risks of bulk data leaks, manage sensitive data through permissions control and access audit logs.
24/7 availability from any devices
Use your data for insight into billings, revenue and renewal status. Store and manage all information about agreements.
Optional financial document legal archiving
The second step of going paperless is to use Expert Archive to store all the financial documents produced by all company systems and keep them for the legal requested time.
Modern Business Challanges That We Address
One of the main challanges of all modern businesses is to manage the all increasing number of documents along with the internal and external flows or the correct billing.
Expert Doc was designed to be a solution for these challanges and be a real help for the following very common business issues: