Spindle Professional for Sage ERP
In a typical month your accounts department produces hundreds even thousands of documents that includes; invoices, sales orders, purchase orders, delivery notes, statements, remittance advices, credit notes and many more.
These documents are regularly referenced and need to be stored and managed. Spindle Professional for Sage ERP automatically sends these documents out and helps streamline the entire process. With one click, Spindle Professional sends documents to multiple locations by email, fax and print.
It stores these documents for easy access, freeing up your time and saving you money.
What does it work with?
Spindle Professional is an intelligent Windows print driver that works with practically any application that can print, including, but not exclusive to:
- Sage ERP X3
- Sage 300cloud ERP
- Sage Pastel Evolution
- Microsoft Dynamics
- Microsoft Office
Benefits of Spindle Professional
Save time and eliminate errors: Eliminate human errors by automating all communications with pre-chosen settings. Spindle Professional merges information from business applications, creating documents for automatic distribution by email, fax or print. It archives documents for easy retrieval, so improving communication between departments, saving time and eliminating errors.
Reduce costs and save money: There’s no need for stationery, expenditure on postage, or delivery and customers receive their documents immediately.
Enhance your company’s image: Automatically brand documents for a professional look and add your company logo, promotions and special messages quickly and easily. Designed to help businesses create the right impression by automatically branding and adding logos to documents so they look as good as pre-printed stationery.
Reduce environmental impact: Sending documents by email and fax can dramatically cut down the amount of pre-printed paper used by your business. Sending documents by post increases a company’s carbon footprint, so faxing and email can help reduce environmental impact.
Features of Spindle Professional
The most cost effective way to send documents.
Complete with your company branding and messages, finished documents are sent as PDF files.
- Writes email for you using a template you’ve designed and personalised for sender and recipient
- Supports HTML (use branding, colours, lines and images) and plain text email
- High priority setting highlights important email to recipient
- Automatically sends copies to multiple contacts as required
- Attaches other documents e.g., sales offers or terms & conditions
- Integrates with a range of email applications such as Microsoft Outlook and IBM Lotus Notes
Automatically links outgoing documents with a customer or company and saves a record of the communication for reference.
Allows different departments access to all communications for every customer.
- Links documents directly to companies and contacts in your CRM system for easy access
- Quotes and accounting documents stored in one place
- Adds notes to companies and contacts confirming dates documents were sent
- Integrates with range of applications including Sage CRM, Microsoft Dynamics CRM or equivalent, enabling documents from other applications to be saved in your CRM system
Stores documents electronically saving manual filing time and filing errors
- Allows documents to be found and accessed by several people simultaneously
- Easily backs up and copies to secure location
- Archives finished document as you would see it
Spindle Professional creates and automatically inserts barcodes to any or all of your documents.
They can be printed anywhere on the document and you can have more than one barcode per page.
- Automatically generate barcodes directly onto documents
- Creates over 40 different barcode types
- Simplifies order processing – saves time and resources
- No need for separate label printers or specialised fonts
- Streamlines a wide range of processes
A valuable addition to SharePoint, making software faster and more effective saving you time and enabling documents to be collated, archived and retrieved instantly. Documents can be searched by any criteria such as customer name or sales value.
- Automatic filing and indexing, saves hours and hours
- Templates reduce potential for human error
- Amend and subtract data once for it to be active across every record
- Comprehensive archive and retrieval
- Searchable PDF content
- Can archive virtually any document you can print
- Works across a range of software applications
- Always prints correct number of copies
- Copies can be printed on different stationery
- Prints to multiple printers simultaneously
- Automatic printer settings define paper trays, colour or black & white modes
Quick document delivery from one business to another.
- Fax scheduling – save money by sending off-peak and free up phone lines
- Automatic fax facility
- No need to print hard copies
- Fax-optimised stationery can be automatically selected
- Adds terms & conditions, promotional or other messages