DISCOVER Smart Attachments
Smart Attachments
Product Details
Type
Platform / Integration
Smart Attachments is an integrated module for Sage 300 that automates document generation, secure delivery, and collection via email, SMS, or WhatsApp.
Key Features:
- Generates quotes, orders, invoices, statements, payslips, and IRP5s
- Delivers documents through encrypted email, SMS, or WhatsApp Business
- Attaches documents directly to Sage 300 transaction screens
- Supports flexible storage options and recipient viewing without software
- Automates debt collection reminders and payment links
- Tracks delivery and read receipts
Compatibility / Use Cases:
- Works with Sage 300 Cloud and Sage 300 People
- Ideal for accounts receivable, payroll, and order processing
- Used by businesses needing secure document distribution
- Supports medium to large corporations with high document volume
- Compatible with existing Sage workflows
- Perfect for remote teams and customer communication
Benefits:
- Faster, more secure document delivery
- Reduced printing and mailing costs
- Improved cash flow through automated collections
- Enhanced customer and employee experience
- Full audit trail and compliance support
- Easy integration with no additional software for recipients
What clients said about us:
“We’re looking for people who share our vision! most of our time used to be taken up by most of alternate administrative work whereas now we can focus on building out to help our employees.”
Mark Zellers
CEO, Co-Founder.
“This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”
Natalia Larsson
Director of Sales
“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers than comply with this regulation and as we look to create our website and this builder just outstanding!”
