Doc Manager

Save time, improve customer service, and accelerate cash receipts by automating the emailing of sales orders and invoices to customers.

Doc Manager users can set up multiple recipients for each customer and select which sales documents each recipient is to receive.  They can format separate email messages for the invoice and the sales order.  Then at the end of the day or periodically throughout the day they can batch email the sales documents.  History of sent documents is maintained so documents can be easily resent.  Paper documents can be printed for customers not receiving emailed documents.

Features

• Setup multiple recipients per customer and choose which documents each recipient is to receive.
• Batch email or batch print all documents in queue to be sent.
• View the log of sent documents and easily resend if desired.
   

1) .Net Framework 4
2) Crystal 2011 Runtime (embedded)
 

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