Zetadocs PDF
Zetadocs PDF,
document automation and delivery software
enables Microsoft Office users to remove the
cost and time associated with producing and
delivering business documents. Zetadocs PDF
integrates with Microsoft Office applications,
such as Word and Excel, so that commonly sent
documents, like quotes and letters, can be sent
securely as personalized PDFs.
Simple, fast
document assembly
 |
The
Zetadocs PDF user interface is intuitive
and requires no dedicated training.
Documents can be created by combining
separate files, from different sources
and in multiple formats, e.g. Microsoft
Office Word and Excel. Users can drag &
drop company stationery and attachments,
and preview documents before sending. |
Integration
with Microsoft Office Outlook
The Zetadocs
PDF Outlook add-in allows users to convert
Microsoft Office attachments to PDF from within
Microsoft Outlook. The Zetadocs PDF Outlook
add-in converts attachments on sending, so users
continue to work within Outlook as normal.
Integration
with ACT!
Zetadocs PDF
integrates with ACT! Contact Management software
to provide document automation functionality.
Users can streamline the process of sending
documents such as sales quotations or email
marketing mailshots directly to ACT! contacts.
Copies of sent documents can be stored
automatically against the customer history,
enabling companies to keep accurate records of
customer contact which is available to all
network users
Click here to read more about Zetadocs PDF
integration with ACT!
Document
automation
 |
Using
Zetadocs PDF's shared folders of
documents and stationery, important
documents used in your business
processes, such as price lists and
brochures, are always at hand. Time
spent searching for these documents can
be eliminated, delivering productivity
gains e.g. sales people spending more
time on the phone instead of doing
paperwork.
Using
document templates, it is possible to
further increase productivity. Users can
define which stationery and attachments
are added to a document
automatically when emailed. This
is especially useful for documents that
are sent out repeatedly such as sales
quotations, invoices or information
packs. |
Automatic
archiving
Zetadocs PDF
automatically archives a copy of all sent
documents for quick retrieval by network users,
helping you to ensure your company adheres to
compliance regulations.
Scan paper
documents
Zetadocs PDF
integrates with scanning equipment so that
copies of paper documents can be combined into a
single document. Once scanned, the document can
be combined with other documents and faxed or
emailed securely. The scanned document can also
be stored on the network to be easily
accessible, whilst reducing storage and postage
costs.
Document
security and compliance
Zetadocs PDF
allows users to define security settings that
determine who can open or print their PDF files.
Zetadocs helps companies send business
documents securely, eliminating the risk of them
being modified by the recipient. It also
automatically stores copies of all sent
documents centrally for compliance.
Return on investment
Improved productivity
Reduced costs
Printing and mailing business documents is
expensive. Using document automation with
Zetadocs PDF can save you money by integrating
with Outlook to send business documents as PDFs.
Zetadocs PDF can also integrate with ERP and CRM
systems to automate sending batches of documents
by email such as statements, personalised
information packs and email marketing. Automatic
archiving of emailed documents reduces the cost
of storing paper originals.
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