E-document integration: Didox and other operators linked to the CRM so documents are entered once
Invoice, act and e-invoice are generated from a deal in the CRM or a document in the accounting system and sent to the counterparty through the e-document operator. The signing status comes back to the deal card.
What the client gets
- A document is created once — in the system where the deal lives.
- Signing statuses are visible in the CRM without opening the operator’s portal.
- Counterparty details are pulled automatically.
- Signed documents are stored with the deal.
A second-wave service: the price will appear on the site after the first completed project. For now — discovery and an estimate for your task.
Four stages with clear timelines
- 01 2–5 days
Discovery
We look at how processes run today and record data and bottlenecks. The output is a specification and a firm estimate.
- 02 2–5 days
Design
We agree the structure, roles, procedure and links between systems on one page.
- 03 1–16 weeks
Implementation or development
We configure, migrate data, build interfaces, connect integrations and train by role.
- 04 30 days
Support
For a month we answer questions and adjust to real use. Afterwards — under a maintenance plan.
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Frequently asked questions
Which operators?
Tell us what needs to be done
Describe the task and we will contact you during working hours.