Document Management System Integration

The PisaSales CRM includes its own document management, in which any documents such as quotations, product brochures or reports can be managed contextually.

Various formats can be used: PDF, Office documents such as Word, Excel or Powerpoint, videos, CAD documents etc. If you already have a document management system in use, it is possible to couple it with PisaSales CRM.

Document management included

  • Powerful management of any documents (PDF, Office, CAD, video, etc.)
  • Mapping of the life cycle of documents, versioning, reversion
  • Compressed storage in the database (ZIP) possible
  • Creation of folder/document structures with several levels
  • Import of documents from the file system via drag and drop, export via snapshot function
  • Optional tree and list display, simple reordering via drag-and-drop

Documents always where you need them 

In PisaSales CRM, All Documents Are Closely Linked to the Context in Which They Are Needed. 

For example, attachments of synchronized e-mails are always assigned to the right contact person or a quotation document is always assigned to the right process. These n:m links allow you to quickly find all related documents in the current context. In addition, PisaSales CRM offers a high-performance full text search engine. It performs a search on the entire data base including the content of all documents. Search terms can be entered as in established Internet search engines. The found text passages are highlighted in a preview window. In this way, you can find exactly the document you need in a flash.

Benefit from the Deep Microsoft Office Integration 

Thanks to the standard coupling to Microsoft Office, you can save documents directly from Microsoft Office to PisaSales CRM with a single click. Documents that are already in the system can be edited and saved back directly from the CRM. While editing, the document is locked for other users.

Your Documents Always up-to-Date

PisaSales CRM maps the life cycle of documents via a status (e.g. document in development, released, not current, archived). You can also define the validity period of a released document. A version management helps you to manage different statuses of a document. The version history in the document master always displays the most current document version.

Duplicate Check on Documents

The duplicate check serves to identify and avoid duplicates in documents. The functionality is similar to the contact duplicate check. However, it does not check for names or similar visible fields, but for a hash value of the content. If a document is changed or newly created, the corresponding hash value is automatically generated and saved in the document. When adding new documents via drag & drop, manual check-in or synchronization with your e-mail system, the system always searches for duplicates. In case of a duplicate you will be warned.