How document collection helps: Salespeople

Managing documents from end-to-end can be hard work – especially when there are lots of people involved in drafting, reviewing and getting them signed off. If you’re working with paper copies, you get the thrilling job of scanning, printing and deciphering handwritten scribbles. If corrections get overlooked, or someone doesn’t have their say in time, that can be a major problem.

Document collection systems allow sales professionals to set up a review process from the start and specify who needs to provide or review a document and when. You don’t need to make notes to yourself to remind people to do tasks by certain dates - the system takes care of that for you.

That means you know exactly where things are at in the process whenever you’re asked, and you can be sure that things are done on schedule, without needing to do any chasing yourself.