Document database

Easily manage documents using bpm’online sales. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.
Document database

Document approval

Bpm’online sales offers an automated document approval process. The system will notify the owner when the document is approved. You can also set up parallel or sequential approval flows, and the rules for approval delegation.
Document approval

Related documents

Browse through all the specifications and addenda to the contract, using the related documents features. Bpm’online sales allows you to set the relationship between documents and quickly jump from one document to the other.
Related documents