Zetadocs
Zetadocs PDF
Zetadocs PDF, document management 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
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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. |
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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
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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. |
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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
Scenario: Company has 5 sales professionals. Each sales professional sends 5 quotes per day.
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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Video tourWatch a short demonstration* to see how you could benefit from integrating Zetadocs with your CRM or ERP system. 8MB download* |
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Download trialOur products are available for a free 30 day trial with full technical support. |
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Using Adobe Acrobat?
If your company is already using Adobe Acrobat then you will be eligible for a competitive upgrade discount of 25%.
Click here to find out more.
Technical specifications
Operating systems supported:
Windows VistaT Business, Ultimate and Enterprise,
Windows® XP Professional,
Windows 2000 Professional,
Windows Server® 2003 Standard Edition,
Windows Server 2003 with Terminal Services,
Windows Server 2003 with Citrix Presentation ServerT 4,
Windows 2000 Server with Terminal Services
Hardware requirements:
It is recommended that systems have Pentium® class CPUs of 1 GHz or higher with 512 MB RAM or more
Integration with other applications:
Requires Microsoft.NET Framework version 2.0
Integrates with Microsoft Office Outlook® 2003 and 2007
Integrates with Lotus® Notes® V6.5 and above
Integrates with SMTP email systems
Integrates with Microsoft Word versions 2000, XP, 2003 and 2007
Active Directory® integration for rapid and easy deployment to all network users
PDF capabilities:
Create PDF files which are readable using Adobe® Reader® software version 5 and later
Supports PDF attachments created in PDF 1.2, 1.3, 1.4 and 1.5 standards
Specify PDF security options such as allow printing, content extraction and password protection
Password protection using 40-bit and 128-bit encryption
Languages:
English (US), French, Italian and Spanish
User stories
Find out how Zetadocs PDF is already helping companies in different vertical sectors.
"Since integrating Zetadocs with our CRM system the sales team are now able to complete 15% more contracts each month." Neil Eustace, Sales and Marketing Manager, Duncton Plc