The three main benefits of Zetadocs Delivery, according to our customers

Discover the most loved features of Zetadocs Delivery

At Equisys, we are committed to our brand values: service excellence and trusted solutions.

Part of our service excellence involves our customer success team carrying out regular calls with customers. These calls provide an opportunity for customers to ask us any questions and for us to demonstrate features they may not be aware of and generally get a better understanding of how the customer uses Zetadocs. This helps us to maximize the benefits that Zetadocs offers customers in their day-to-day operations.

We have assessed the feedback we have received from these calls and identified the three most common benefits that each Zetadocs product offers, as told by our customers. Read on to see what they are.

This blog post focuses on Zetadocs Delivery. You can read the respective post on Zetadocs Capture here, with one on Zetadocs Expenses to be published soon.

Speed and efficiency

Zetadocs Delivery excels in speeding up document delivery processes, making it an invaluable tool for busy finance teams. 

The solution's ability to send documents like invoices and purchase orders quickly and accurately is widely praised. One customer shared: "It makes processes quicker – it has halved the workload", while another remarked: "It’s a quick way to send out documents in bulk". This highlights how Zetadocs Delivery helps streamline high-volume tasks with ease.

By automating repetitive document delivery tasks, Zetadocs Delivery eliminates delays and manual inefficiencies, ensuring important documents are sent promptly. This efficiency not only reduces the workload but also supports more reliable operations. As one user explained, "I really like the product as it makes the sending of invoices a simple and quick process", emphasizing the time-saving benefits of using Zetadocs Delivery. 

With this focus on speed and accuracy, Zetadocs Delivery ensures that finance teams can handle their responsibilities more effectively, allowing for greater productivity in their daily workflows.

Automation

Automating the document delivery process with Zetadocs Delivery drastically reduces the time and effort needed for repetitive tasks. 

By allowing Zetadocs Delivery to handle these responsibilities, finance teams can shift their focus to more important priorities. One customer shared: "It works automatically without manual input. The solution just works well and it does the job required". This eliminates the need for constant supervision or manual effort, ensuring smoother workflows.

Users also appreciate the simplicity and reliability of the system. As one stated: "It’s easy to use and there is little work required. It just runs in the background and is no hassle". 

By automating tasks like invoice delivery and remittance advice distribution, Zetadocs Delivery removes much of the manual labor traditionally associated with document handling. This not only saves time but also reduces the potential for human error, creating a more efficient process. 

Zetadocs Delivery’s automation options help customers to not only save time but make their daily work significantly easier. This allows them to focus on more strategic and value-added activities, instead of repetitive tasks.

Usability and integration

Zetadocs Delivery offers seamless integration with Business Central, allowing users to work more effectively by connecting their document processes directly to their existing systems. 

This integration simplifies operations, as users can manage everything in one place without the need for additional tools or complicated workflows. One customer noted: "Zetadocs Delivery is quick and automatic, which I love. It integrates seamlessly into Business Central". 

Users also value the intuitive design of the system, which ensures minimal training and easy adoption. Another customer remarked: "I like that you can automate the process and put the actual invoices against the record in Business Central and send out remittance advice". 

By providing tools that are both accessible and efficient, Zetadocs Delivery helps our customers streamline their workflows while fully leveraging their Business Central investment.

Understanding Zetadocs Delivery

Zetadocs Delivery enhances the document delivery functionality on Business Central, with features including:

• Personalized batches: Send personalized batches of documents such as invoices and statements faster than if you use the functionality offered by Business Central. Users can view all details and make edits on one preview screen – there is no need to navigate multiple screens. 
• Automatic sending: Batches of emails can be scheduled and sent automatically, with little manual input required. Zetadocs Delivery can be programmed to, for example, email customers when their payments are due, or send a message with templated wording based on how overdue an invoice is.
• Automatic archiving: The documents you send are stored automatically in SharePoint (which avoids bloating the Business Central database). They are easily retrievable throughout the organization, even by those without a Business Central licence, and can also be accessed via the Zetadocs FactBox in the appropriate Business Central record.
• Customizable: Zetadocs Delivery can be customized to meet your specific business needs. For example, invoices over a certain value can be copied to the sales director, or Zetadocs Delivery can be programmed to switch the template and attachment that is automatically applied, based on what’s been invoiced.

Summary

It gives us great pleasure to hear that our customers are delighted by the benefits that Zetadocs Delivery provides them. 

We aim to transform our customers’ document management by offering speed, automation and seamless integration with Business Central. It’s clear from the feedback we receive that our customers appreciate these time savings and automation options.

By reducing manual tasks and streamlining operations, Zetadocs Delivery helps businesses save time and focus on higher-value activities, making it an essential tool for improving efficiency and productivity in finance teams.

If you’d like to learn more about Zetadocs Delivery, including reading some customer testimonials, click here. Alternatively, click here to arrange a demonstration to see if it could be a good fit for your company.