📃Documents

The document feature has been developed to streamline information exchange and improve communication with your customers.

What is the Documents feature?

The Documents feature empowers you to seamlessly upload and share various types of documents including invoices, delivery notes, credit notes, product sheets, flyers, offers, and more.

Share, Upsell, and Connect:

• Improve communication and transparency: Share invoices, delivery notes, and credit notes directly with your customers, linking them to their respective orders.

• Increase sales: Upsell your products by swiftly sharing product sheets, flyers, and offers via our convenient chat function.

• Save time: Connect with your ERP system for automatic document uploads, saving you time and effort.

Available for All Plans!

The Documents feature is now available to all Orderlion customers using the desktop version. Don't miss this your opportunity to explore its potential!

Ready to Get Started? Here's How:

1. Open the Documents tab in the Orderlion Portal on your computer.

2. Click on the "Upload Documents" button. Several formats are supported (PDF, XLS, CSV, PNG, JPG etc.). Alternatively, integrate with your ERP system for automated document sharing.

3. Select customers/groups who will be granted access. Optionally, assign the document to a specific order.

4. Notify your buyers via the chat for quick and effective communication.

💡 And here's the best part: Your customers can access their own Documents tab to view the attached documents related to their orders.

Watch and Learn!

We've prepared a short video walkthrough demonstrating how easy it is to share invoices and promotions.