Application Integration

Extend the power of Docassist to your other business systems

Docassist Application Integration solves the document and data management problems many businesses face when they have silos of information living in several different business systems. By integrating your business systems with a cloud document management platform, data and documents are indexed and archived as they are processed, and can then be pushed into your ERP, CRM, or HRM systems.

With Docassist Integrated Document Management System, integrating is simple and requires no customizations or costly implementations.

Benefits of Integrated Document Management

  • Reduced manual labor costs
  • Increased data accuracy
  • Lower per-document processing costs
  • Elevated productivity without adding resources
  • Faster turnaround time for achieving early pay discounts
  • Improved customer service with automatic indexing

 

 

Use Integrated Document Management For:

For Your Sales Team
A salesperson using a CRM system to prepare a quotation for a customer wants to see what a third-party vendor has quoted as the price for a key component. Instead of switching programs or spending time hunting for documents, the user saves time by accessing these documents in Docassist while working within the CRM system.

Automation for Accounts Payable
An accounts payable processor using an ERP system is about to pay a vendor and must first check the corresponding purchase order and invoice. Once again, there is no need to switch programs or spend time tracking down information. The user saves time by accessing these documents in Docassist from within their ERP directly.

Return On Investment


Measurable and rapid ROI is a proven benefit of Integrated Document Management with Docassist. Learn More

 

Explore the added benefits

Disaster Recovery | Compliance | Going Green