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Sales Docs

Remove large volumes of paperwork, unlock powerful business intelligence and transform your sales department’s performance with Sales Docs (formerly known as iDealFile).

Benefits

Smoother Handover

Give your sales teams easy, centralised access to all the information they need.

Save Time

Make your whole sales department’s workflow quicker, more efficient and more accurate.

Enhance Your Brand

Reduce your carbon footprint and boost your business’ environmental credentials.

Maximise Security

Benefit from a fully protected, secure cloud area.

Stats

Since introducing Sales Docs, our customers are benefiting from time and cost savings.

2 +

hours saved

90 %

paper removed

£ 4

potential saving per deal file

Features

An easy-to-use DMS integrated platform designed to transform your sales team's performance.

Share Docs

Share Docs

Conducting all your communications online via Share Docs gives you a safe and secure way to deal with all your key sales paperwork. It means:

  • Customers receive, sign and return all documents via email or SMS
  • You can give customers the convenient, contact-free option they’re looking for

Streamlined Workflows

Streamlined Workflows

Sales Docs transforms a traditionally manual paper-based process into a highly efficient digital workflow, by giving you:

  • Auditable transactions
  • Comprehensive checklists to keep your sales teams on track at every step
  • The right documents at the right time

Single Platform

Single Platform

Sales Docs runs from a single, easy-to-use electronic platform and turns manual, paper-based documents into valuable data. You enjoy:

  • One location for all your sales data - secure, digitally signed, visible and auditable
  • Sales department efficiencies that are felt across the business

DMS Integration

DMS Integration

Sales Docs is integrated with your Keyloop DMS, so it automatically extracts post-sale documentation to create deal files and gives you:

  • Centralised, secure, 24/7 access, including mobile access
  • The ability to work on or audit files at any stage
Related Product

Service Docs

Service Docs helps you manage all service and repair documents. It’s quick to implement, easy to use and can significantly increase warranty claim approvals.

Contact Us

Want to find out more about how our solutions could benefit your business and your customers? Get in touch here and one of our team will be happy to help.

For Software Support please access Service Connect Anywhere

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