Correspondence- and Document Management
Perfect connection to the customer. All correspondence and documentation is stored in a central data base, access to which you will have from all entities to which such documentation has been assigned (such as projects, contacts or activities). Integrated access mechanisms will allow you to work in your normal Office application. PiSA sales supports the administration of all kinds of documents, be they letters, faxes, emails, photos, diagrams, CAD drawings or video footage. The system allows you to create hierarchical document structures and to prepare document templates. All documentation may be either stored with a date allocated for follow-up treatment or filed for the record.
Correspondence Management
- Preparation and management of all correspondence, templates, data in the database
- Assignment of letters, faxes, e-mails, messages and discussion notes to contacts and projects
Document and Template Management
- Central management of all types of documents, templates, files
- Inspection and approval system for documents, validity periods, check-in/check-out
- Generation and management of all correspondences, templates and files in the data base
- Assignment of letters, faxes, e-mails and memos to contacts and projects
- Hierarchy and structure spanning display of correspondences
- Drag&Drop from the desktop to PiSA sales
- Preview function for all common formats
- Classification of documents in files/folders
+ Fast, cross-departmental access on documents
+ Cost saving deposition of documents
+ Complete integration into MS-Office |
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