Key Features of Spindle Professional

Email

The most cost effective way to send documents.

• Complete with your company branding and messages, finished documents are sent as PDF files.
• Writes email using a template you've designed and personalised for sender and recipient
• Accepted by Revenue and Customs (HMRC) and checked for sending original VAT invoices
• Supports HTML (use branding, colours, lines and images) and plain text email
• High priority setting highlights important email to recipient
• Automatically sends copies to multiple contacts as required
• Attaches other documents e.g., sales offers or terms & conditions
• Integrates with a range of email applications such as Microsoft Outlook and IBM Lotus Notes

Print

When you simply can't email or fax

• Always prints correct number of copies
• Copies can be printed on different stationery
• Prints to multiple printers simultaneously
• Automatic printer settings define paper trays, colour or black & white modes

Archive

Stores documents electronically saving manual filing time and filing errors

• Allows documents to be found and accessed by several people simultaneously
• Easily backs up and copies to secure location
• Archives finished document as you would see it

Microsoft SharePoint Archiving

Making SharePoint faster and more effective.

• Saving you time and enabling documents to be collated, archived and retrieved instantly. Documents can be searched by any criteria such as customer name or sales value.
• Automatic filing and indexing, saves hours
• Templates reduce potential for human error
• Amend and subtract data once for it to be active across every record
• Comprehensive archive and retrieval
• Searchable PDF content
• Can archive virtually any document you can print
• Works across a range of software applications

Barcode Generation

Create and insert barcodes to any or all of your documents

• Orders don't have to be manually entered onto a separate system for barcodes to be generated, simplifying order processing, saving time and resources.
• Automatically generate barcodes directly onto documents
• Creates over 40 different barcode types
• Simplifies order processing - saves time and resources
• No need for separate label printers or specialised fonts
• Streamlines a wide range of processes

CRM

Automatically links outgoing documents with a customer or company and saves a record of the communication for reference

• Allows different departments access to all communications for every customer
• Links documents directly to companies and contacts in your CRM system for easy access
• Quotes and accounting documents stored in one place
• Adds notes to companies and contacts confirming dates documents were sent
• Integrates with a range of applications

Fax

Quick document delivery from one business to another

• Fax scheduling - save money by sending off-peak and free up phone lines
• Automatic fax facility
• No need to print hard copies
• Fax-optimised stationery can be automatically selected
• Adds terms & conditions, promotional or other messages

Downloads

Spindle Professional Brochure

Spindle Professional Example Despatch Note

Spindle Professional Example Internal Sales Order