Zetadocs
Zetadocs SDK for CRM applications
The Zetadocs SDK integrates with CRM applications to automate the process of sending documents, such as sales quotations or marketing mailshots, directly to customer contacts by email or fax. Copies of sent documents can be stored automatically against the customer history, enabling companies to keep accurate records of customer contact which are then available to all network users.
By integrating Zetadocs into another application, it allows users to:
- Convert any document to the appropriate file format i.e. PDF or TIFF
- Send any document to a recipient via their preferred distribution method or multiple methods - email, fax or to a network printer
- Enhance the presentation of outbound documents by applying stationery
- Add personalisation, such as a personalised message, or personalised document content
- Combine other document attachments such as other PDF files or Microsoft Office® documents
- Automatically archive all sent documents to a location on the network
Equisys software is designed to be easy to integrate into third party applications. The Zetadocs SDK can be integrated into existing software with only a few lines of code.
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Product tour
Watch a short demonstration* to see how you could benefit from integrating Zetadocs with your CRM or ERP system.
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News
Zetadocs named 'Product of the Year'
Equisys' innovative document production and delivery software package, has been named Hall of Fame Product of the Year 2006 by the Cambridge University Computer Laboratory Graduate Association.
Equisys announce Zetadocs integration with Microsoft Dynamics and Microsoft Office SharePoint Server 2007 at Documation UK
"Zetadocs gives Microsoft Dynamics users the capability to eliminate paper from their finance processes, helping them improve their credit control, enhance customer service, and ensure compliance"
User stories
Find out how Zetadocs 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