Automated notification and document sending - ERP, CRM и BI системи | ITC Consult

The application enables automatic generation and sending of accounting and commercial documents to clients upon specific business events. Sending is done to predefined contacts in the client profile, thereby reducing manual work, eliminating risks of omissions, and improving communication with partners. The solution guarantees traceability of sent messages and full compliance with internal approval and control processes.

Key highlights:

  • Automated generation and sending of accounting and commercial documents upon specific business events;

  • Sending to predefined contacts in the client profile, ensuring accurate and timely communication;

  • Significant reduction of manual work and administrative burden;

  • Elimination of the risk of omissions and delays in sending important documents;

  • Improved transparency and traceability of sent messages and documents;

  • Full compliance with internal approval and control procedures, strengthening management processes;

  • Increased efficiency and quality of communication with clients and partners.