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ABOUT IDOCUMENTS SALES ORDER AUTOMATION
Automate Sales Order Processing
Ready to
Integrate
Integrate
Powerful OCR, AI,
and ML
and ML
Flexible
Reporting
Reporting
Cloud-Based
Smart Search
International
Coverage
Coverage
Audit Trails
Ready to
Integrate
Powerful OCR, AI,
and ML
Flexible
Reporting
Cloud-Based
Smart Search
International
Coverage
Audit Trails
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
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
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
