Spindle Document Distribution

Spindle Document Distribution is a document management software designed to automate and streamline document workflows for small to medium-sized businesses (SMBs) and enterprises. According to the vendor, this solution offers intelligent document distribution capabilities that allow businesses in various professions and industries, such as accounting and finance, sales and marketing, warehousing and logistics, credit control, and customer service, to efficiently send, print, fax, archive, and personalize their business communications.

Key Features

Batch document distribution: According to the vendor, the software enables the easy sending of batch invoices or other documents via email, print, fax, or archive, providing flexibility in choosing the delivery method for different types of documents.

Branded document templates: The vendor claims that the software automatically applies branded templates to enhance corporate identity and add promotional messages, tailoring advertising messages to specific customer groups within the accounting system, ensuring consistent and professional-looking customer documents.

Send any type of business communication: The vendor states that the software allows users to attach and send any document type, such as invoices, statements, and remittance advices, to any contact type, whether internal or external, facilitating efficient and comprehensive communication.

Archive for future retrieval: According to the vendor, the software automatically archives documents to specified locations such as a network, CRM, ERP, or SharePoint, ensuring easy access for future reference and retrieval.

Distribute to multiple contacts: The vendor claims that the software allows users to copy additional recipients into emails or send the same document attached to tailored emails separately, allowing for efficient and targeted communication to multiple stakeholders.

Protect documents: According to the vendor, the software provides the ability to password protect sensitive information and digitally sign PDF documents using advanced Adobe CDS Digital ID, ensuring document security and integrity.

Personalize correspondence: The vendor states that the software enables users to personalize customer communications, whether printed or emailed, using real-time data extracted from the ERP database, providing a personalized touch to customer interactions.

Add extra attachments: According to the vendor, the software allows users to include additional documents with electronic correspondence, such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters, etc., enabling comprehensive and informative communication.

Faster invoice payments: The vendor claims that the software automatically adds the Pay Now button to all emailed invoices, enabling customers to securely make payments online directly from their invoice via chosen payment providers like Worldpay or Opayo UK, streamlining the payment process and improving cash flow.

HTML Email Designer: According to the vendor, the software enables users to produce HTML-compatible emails for a visually appealing and professional look, customize email designs, and incorporate branding elements, enhancing the visual impact of business communications.