We understand that time is precious – so we’re here to help make your working day that little bit easier. Our award-winning document management software, Spindle Professional is flexible and customisable to your business needs.
Spindle Professional has not only helped us save man-hours and costs, but also enabled us to deliver the same set of sales reports to different teams hassle free.
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Send batch invoices or other documents by email, print, fax or to archive depending on customer preference.
Automatically apply a branded template to enhance your corporate identity and add promotional messages. Advertising messages can be tailored specifically to customer groups within your accounting system.
Attach and send any document type, such as invoices, statements, remittance advices to any contact type, internally or externally.
Archive documents to specified locations such as a network, CRM, ERP and/or SharePoint automatically.
Copy additional recipients into emails or send the same document attached to tailored email separately.
Password protect sensitive information and digitally sign PDF documents using digital certificates (using advanced Adobe CDS Digital ID).
Personalise customer communications (printed or emailed) using real-time data extracted from ERP database.
Include additional documents with your electronic correspondence such as related invoices with statements, delivery instructions, terms and conditions of purchase, promotional offers, newsletters etc.
Add ‘Pay Now’ buttons to invoices sent via email and get paid quicker. Your customers can instantly and securely pay you online via Sage Pay.
Instantly see payments in Sage 200, as they are paid into your account via Sage Pay.
Spindle Professional can automatically attach multiple invoices to every monthly statement emailed to your customer. So you and your customer instantly have all the information you need to hand when you are querying reasons for late payment.
Email invoices and other types of documents in seconds. Spindle Professional will automatically email batches of documents or print out ready for posting, depending on individual customer preference settings.
Receive copies of overdue statements or invoices in real-time. Not only will this reduce internal queries – it will help you assess any disputes or overdue payments too.
No need to collate multiple documents. Spindle Professional simplifies the order picking process by adding all orders to one picking list. Barcodes are automatically generated and inserted on the document.
Implementing Spindle Professional has helped us to streamline processes, save money and improve our service to our customers - we wouldn't be without itMore
I don't know what we'd do without Spindle Professional now. It's a necessary bolt-on for Sage.More
Spindle Professional fully supports our sustainability credentials and is a great practical example of how being green and going paperless can save you money.More
Spindle Professional is simply brilliant and the single most useful and efficient software we have ever encountered.More
I've been incredibly impressed by the power and flexibility of Spindle Professional. It has surpassed all our expectations.More
Spindle Professional delivers everything in a seamless manner and has drastically reduced our financial administration costs. It's also so simple to use.More
I was instantly impressed by Spindle Professional's efficiency and effectiveness at being able to deliver on what it promised.More
Spindle Professional has not only helped us save man-hours and costs, but also enabled us to deliver the same set of sales reports to different teams hassle free.More
Spindle Professional provides a much better customer experience and makes our life easier in terms of time spent processing documents.More
10 minutes into the Spindle Professional product demonstration we immediately saw the benefits and the cost saving, thus making it an easy decision to purchase the product.More
Spindle Professional is excellent. It has saved us time and costs; it has improved our billing and payment processes.More
Every transaction we can do more efficiently and more swiftly saves us all precious minutes. We're no longer wasting time on what is really low-level paperwork.More
Spindle Professional has been a marvellous investment for this company, with the system paying for itself in just three months which is pretty good goingMore
The biggest benefit to our business is the time saved. The 'rules' in Spindle Professional are set up so it generates invoices and statement runs and then automatically sends them by email or prints them for posting.More
There's no doubt about it - Spindle Professional has been a winner. Spindle saves you time - waiting for the post, printing and time on the phone chasing for payment.More
It's so much more efficient and is very easy to use once it's been set up. We spend far less time on paperwork and can use that valuable time talking to our customers instead.More
The payback for this investment will be less than one year, and the more we use Spindle Professional, the more we find new ways of automating existing procedures.More
Document scanning, importing and archivingSpindle Document Capture