Streamline your document management with e-Docs

Our E-Document feature helps companies save money by better managing, accessing, and maintaining their electronic and paper-based documents. eDocs helps to deliver cost-effective, custom-designed and seamlessly integrated electronic document management solutions faster.

Use e-Docs to streamline your document processing with powerful e-docs and proposal features. Expedite the proposal process while enjoying the opportunity to customize your e-docs to match your organization's exact needs. Spend more time on driving sales and less on document management.

How CRM Runner can help you with the E-Document feature?
  • Sending documents is just a click away by using the database to generate documents easily as per requirement by managers & employees thus saving time.
  • Impress your customers with pre-designed document templates. Create your customized e-Docs like proposals, contracts, estimates, and invoices to match your branding.
  • Ensure that your documents have the professional look that you need.
  • Documents in the application can be electronically signed by authorized employees which reduces the pain of printing the contracts hence saving cost & time and also is an eco- friendly approach.
  • The paperwork in the form of e-Docs can be stored as well as accessed electronically anytime and anywhere.
  • Maintaining records have now become a lot easier as the customer or contractor may electronically sign the agreement and both customer & your company will get an updated copy for ready reference.
  • When the document is signed electronically you will be immediately updated with a notification on your dashboard menu as well as receive a push notification.
  • Additional files and photographs can be arranged in a catalog which makes it accessible to everyone.
  • You can filter access permission for documents and files to only the concerned personnel.