Manage sales documents with the right people, in the correct version, and with verifiable approval processes.
Direct selling generates numerous documents such as presentations, requirements documents, quotations, technical specifications, contracts, and order addendums.
Documents should not be scattered as email attachments; they should be associated with the client, opportunity, offer, and contract, and version and access information should be protected.
Document management
Template and automated document generation
Customer and opportunity folder
Version and change history
Approval and publication status
Access and sharing permissions
Validity and archives
Full text search
Partnership
Sales, technical, legal, and financial reviews.
Duties and responsibilities
Request for change
Secure sharing with the customer
The distinction between internal and external interpretation.
Decision and approval record
Electronic signature
Identity of the signatory
Signature authority
Document integrity
Timestamp
Signature queue
Reminder and deadline
Proof of signature and verification.
Country and transaction suitability
The electronic signature method should be chosen according to the type of contract, the countries where the parties are located, and the applicable legal rules. Not every electronic approval may produce the same legal effect.
Manage sales documents not as file attachments, but as corporate transaction records with managed version, access, approval, and proof of signature.