Key Features of Spindle Professional

Email
The most cost effective way to send documents.

• Complete with your company branding and messages, finished documents are
  sent as PDF files.
• Writes email using a template you've designed and personalised for sender and
  recipient
• Accepted by Revenue and Customs (HMRC) and checked for sending original
  VAT invoices
• Supports HTML (use branding, colours, lines and images) and plain text email
• High priority setting highlights important email to recipient
• Automatically sends copies to multiple contacts as required
• Attaches other documents e.g., sales offers or terms & conditions
• Integrates with a range of email applications such as Microsoft Outlook and IBM
  Lotus Notes

Print
When you simply can't email or fax

• Always prints correct number of copies
• Copies can be printed on different stationery
• Prints to multiple printers simultaneously
• Automatic printer settings define paper trays, colour or black & white modes

Archive
Stores documents electronically saving manual filing time and filing errors

• Allows documents to be found and accessed by several people simultaneously
• Easily backs up and copies to secure location
• Archives finished document as you would see it

Microsoft SharePoint Archiving
Making SharePoint faster and more effective.

Saving you time and enabling documents to be collated, archived and retrieved instantly. Documents can be searched by any criteria such as customer name or sales value.
• Automatic filing and indexing, saves hours
• Templates reduce potential for human error
• Amend and subtract data once for it to be active across every record
• Comprehensive archive and retrieval
• Searchable PDF content
• Can archive virtually any document you can print
• Works across a range of software applications

Barcode Generation
Create and insert barcodes to any or all of your documents

Orders don't have to be manually entered onto a separate system for barcodes to be generated, simplifying order processing, saving time and resources.
• Automatically generate barcodes directly onto documents
• Creates over 40 different barcode types
• Simplifies order processing - saves time and resources
• No need for separate label printers or specialised fonts
• Streamlines a wide range of processes

CRM
Automatically links outgoing documents with a customer or company and saves a record of the communication for reference

• Allows different departments access to all communications for every customer
• Links documents directly to companies and contacts in your CRM system for easy
  access
• Quotes and accounting documents stored in one place
• Adds notes to companies and contacts confirming dates documents were sent
• Integrates with a range of applications

Fax
Quick document delivery from one business to another

• Fax scheduling - save money by sending off-peak and free up phone lines
• Automatic fax facility
• No need to print hard copies
• Fax-optimised stationery can be automatically selected
• Adds terms & conditions, promotional or other messages