E-mail 

The most cost effective way to send documents.
Complete with your company branding and messages, finished documents are sent as PDF files.

  • Writes email for you 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

Barcoding 

Spindle Professional creates and automatically inserts barcodes to any or all of your documents.
They can be printed anywhere on the document and you can have more than one barcode per page.

  • 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

How automated bar coding saves time & money
Spindle Professional prints an invoice generated by the sales team and sends a copy with a barcode inserted and prices removed, to the warehouse for order picking. Multiple barcodes are listed on a single document, allowing several orders to be placed on one invoice and picking document. The warehouse team simply collects a copy and picks orders directly from that sheet.

Orders don't have to be manually entered onto a separate system for barcodes to be generated, simplifying order processing, saving time and resources.

Sharepoint 

A valuable addition to SharePoint, making software 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 and 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

How automated archiving into SharePoint saves time & money.
Your personnel department can use Spindle Professional to archive all employee documents including payslips, holidays, sickness, training and appraisal records. You can then search and access for any individual record in PDF files.

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

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 range of applications including Sage 200 CRM V6, Microsoft Dynamics CRM or equivalent, enabling documents from other applications to be saved in your CRM system

How automated CRM integration saves time & money
When your finance department sends an overdue debt letter via Spindle Professional, a copy is automatically saved within the CRM system and linked to that customer. Sales people see the customer correspondence and can mention it next time they call, or put a quote on hold until the issue is resolved. With all sales, marketing and accounting information stored instantly in one place, time is not wasted searching different applications to piece together customer information.

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

Other Features

  • Integrates with a wide range of email, fax and CRM software
  • Emails and stores documents as Adobe© PDF files
  • Prints multiple copies simultaneously, using different form designs
  • Sends documents to multiple destinations and printers
  • Use with almost any application that prints such as Microsoft® Word, Excel, Access, and ACT! from Sage, Crystal Reports
  • Works with major accounting systems including Sage Line 50, Sage 50, Sage Line 100, Sage MMS, Sage 200, Microsoft Dynamics NAV (formerly Microsoft Navision), Microsoft Dynamics GP (formerly Microsoft Great Plains), Pegasus Opera II, Access Accounts and SAP Business One

Interested in what Spindle Professional could do for your company?
Ask our experts. Book a free online demonstration now!

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