Zetadocs for Microsoft Dynamics NAV presentation - Watch a presentation on how Zetadocs for NAV can improve sales order processing.

Features & Benefits

Document management and delivery software

Zetadocs helps companies remove the cost and time associated with document production and document delivery, and can assist companies sharing this information with colleagues.

Zetadocs document automation

Zetadocs works through a four stage process...

Capture
Zetadocs helps companies improve the capture and storage of paper and electronic documents that are received from customers and suppliers. Zetadocs makes it simple to store copies of inbound documents such as sales orders electronically, whether they are received on paper, by fax or by email.  This helps remove the chance of incoming documents being lost or misfiled. 

Process
With a single mouse-click, Zetadocs can process a large batch of documents such as statements, reports or mail merge letters. Zetadocs can personalize the document for each recipient by applying company branding or overlays depending on the type of document or recipients' preference. This enables companies to deliver personalized communications while drastically reduce the time associated with document delivery and production.

Document Delivery
Zetadocs can automate high volume document delivery of business documents in a range of methods and formats - print, email, fax or publish to intranet. This enables you to deliver documents in the customer's preferred format and share this information with colleagues, helping improve customer service and keep document delivery costs down.

Archive
Zetadocs automatically archives a copy of all sent documents for quick retrieval. Documents can be stored centrally on the network or archived to SharePoint to be assessed by all relevant network users. This helps reduce storage costs and eliminates time wasted paper chasing.

Product tour

Watch a short demonstration to see how you could benefit from integrating Zetadocs with Microsoft Office or CRM and ERP systems.

The reasons why customers buy Zetadocs

Improved productivity
Sending business documents can be time consuming.  Zetadocs can integrate with ERP and CRM systems to automate sending batches of documents by email such as statements, personalised information packs and email marketing.
See a return on investment model to learn how much more productive your staff can be.

Reduced costs
Printing and mailing business documents is expensive. Zetadocs PDF can save you money by integrating with Outlook to send business documents as PDFs by email.

See a return on investment model to learn how quickly Zetadocs can pay for itself.

Document security and compliance
Zetadocs PDF allows users to define security settings that determine who can open or print their PDF files.  Zetadocs helps companies send business documents securely, eliminating the risk of them being modified by the recipient.  It also automatically stores copies of all sent documents centrally for compliance.

Read a white paper on "your guide to going paperless".


User stories

"Since integrating Zetadocs with our CRM system the sales team are now able to complete 15% more contracts each month."

Neil Eustace, Sales and Marketing Manager, Duncton Plc.

Read the Duncton customer case study.

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