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ABOUT IDOCUMENTS SALES ORDER AUTOMATION

Automate Sales Order Processing

Automate Sales Order Processing with iDocuments
Automate Inbound sales orders with iDocuments

Inbound sales orders are the lifeblood of every company, but correctly processing them takes a great deal of time and attention to detail.

iDocuments changes that. Powered by Saltbox, iDocuments is available only from Vision33.

KEY FEATURES

 iDocuments Sales Order Automation

General
Features
Intelligent
Workflows & Alerts
Dashboards
& Reports
Track
& Search
Configuration
Options
Secure Web-Based
or Mobile Access

General
Features

iDocuments Software Screenshot
  • AI-powered sales order import: Use powerful optical character recognition (OCR), artificial intelligence (AI), and machine learning (ML) to import PDF sales orders received via email and link them to validated customer ERP accounts  
  • Document sync: Seamlessly sync sales quotes, sales orders, and sales invoices with ERP and accounting systems, including SAP Business One, Sage, Microsoft Dynamics, Exchequer, and Infor SunSystems 
  • Manual or automated approvals: Configure iDocuments to post sales orders as drafts or as approved to your ERP 
  • Document creation: Create sales quotations, sales orders, and sales invoices from scratch or by cloning an existing document
Download the Solution Brief

Intelligent
Workflows & Alerts

iDocuments Software Screenshot
  • Automated approval routing: Configure intelligent workflows that align with business rules and automatically guide sales documents through multi-level approval processes 
  • Exception management: Configure workflows to address exceptions to business logic and ensure nothing is overlooked 
  • Business policy validation: Systematically validate and enforce user compliance with business policies 
  • Automated alerts and reminders: Receive automated alerts and reminders when a document requires approval or has been rejected 
Download the Solution Brief

Dashboards
& Reports

iDocuments Software Screenshot
  • Dashboards: Build role-based, customizable dashboards for 24/7 access to the right information 
  • Smart report builder: Create custom sales reports with drag-and-drop simplicity 
  • Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box sales reports 
  • Customizable list view(s): Display a searchable summary of documents and tasks for users to drill into
Download the Solution Brief

Track
& Search

iDocuments Software Screenshot
  • Audit trails: Create a full audit trail for every sales document workflow, including the next steps for complete visibility into its history and current status 
  • Smart search: Quickly locate information across document and transaction types 
  • Document archive: Securely store digital versions of sales order documents for easy retrieval
Download the Solution Brief

Configuration
Options

iDocuments Software Screenshot
  • Localization: Operate internationally with support for multiple languages, currencies, and date formats 
  • Document types: 
    • Sales orders 
    • Sales quotations 
    • Sales invoices 
Download the Solution Brief

Secure Web-Based
or Mobile Access

iDocuments Software Screenshot
  • Mobile app: Securely access and approve sales documents on the go 
  • Responsive, web-based user interface: An easy-to-use interface dynamically adapts to fit your device 
  • Multi-factor authentication (MFA): Add another layer of protection for your account and its data with extra authentication 
  • Single sign-on (SSO): Simplify access to iDocuments with Microsoft 365 SSO
Download the Solution Brief

TRUSTED, EXPERIENCED, GLOBAL

Rely on Vision33

NO MORE MISTAKES

Process Orders Accurately

Eliminate error-prone data entry that leads to costly mistakes.

  • Accurately capture orders with powerful OCR technology
  • Prevent mistakes that lead to dissatisfied customers and costly corrective actions like expedited shipping and re-orders
  • Enrich and validate orders in real-time with up-to-date pricing, discounts, tax codes, and more
Sales Order Automation with iDocs
iDocs Sales Order Automation

HELP SALES SUCCEED

Boost Profitability & Cash Flow

Take the guesswork out of sales processes and current pricing and discounting rules to maximize profitability and cash flow.

  • Configure and enforce order management guidelines, such as volume discounting and promotions
  • Establish standard and exception-based workflows for approvals
  • Quickly create delivery documents and sales invoices to increase cash flow

MORE TIME TO SELL

Process Orders Faster

Automatically receive and process inbound sales orders so that sales is free to do what they do best: sell.

  • Eliminate time-consuming order entry
  • Create sales orders from inbound emails
  • Submit requests for and verify new customer accounts
Sales Order Automation - Process Orders Faster
Sales Order Automation Configured for You

FLEXIBLE & POWERFUL

Configured for You

Customize iDocuments Sales Order Automation to best support your business.

  • Customize dashboards to get 24/7 access to the information that matters most to you
  • Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
  • Configure approval workflows and notifications to engage decision-makers at the right points in the sales process

 

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MEASURABLE OUTCOMES

Case Studies

See how Vision33 has helped organizations like yours.

Amber Infrastructure

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Financial Services

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INDUSTRY ACCOLADES

Awards & Recognition

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