Our company sends backup paperwork, along with the invoice created in Sage, to each of its customers. We would like to implement paperless office, but would have to send a separate email to each customer containing the additional document. This would be very cumbersome and time consuming as we have many customers.

It would make sense (and save so much time!) if Sage had the ability to attach a PDF to the customer invoice when the invoice is being created. This way the additional paperwork would be attached to - and emailed along with - the customer invoice during electronic delivery in paperless office.

Comments

  • Get InstaDocs from DSD. It does this.