Benefit from a Document Workflow Management Software for Design Agencies
Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Streamline Your Design Process with Document Workflow Management Software
As a design agency, managing multiple projects and documents can be challenging. Our Document Workflow Management Software offers a solution that simplifies this process, enhancing your team's productivity and collaboration. Experience a seamless workflow that empowers your creative process.
Key Features
Centralized document storage for easy access
Real-time collaboration tools for team input
Customizable templates for consistency
Automated notifications for important deadlines
Version control to track changes and updates
Use Cases and Benefits
Manage client projects with organized folders
Collaborate on designs without confusion
Reduce time spent on revisions with clear version tracking
Simplify client feedback processes with shared documents
Improve project timelines with automated reminders
This software addresses common pain points in design agencies. It reduces the chaos of document management, allowing you and your team to focus on creativity rather than administration. By implementing our solution, you will gain clarity, save time, and enhance your overall project outcomes.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use Document Workflow Management Software for Design Agencies by pdfFiller
Handling contacts and paperwork doesn't have to be a tiresome and ineffective process. With pdfFiller's Document Workflow Management Software for Design Agencies, you no longer need to spend effort and time manually cataloging records by clients and searching for appropriate files. You can conveniently store personal customer data, group them, leave notes, and keep track of records.
Follow the steps below to use Document Workflow Management Software for Design Agencies:
01
Sign in to your account or make a new one.
02
Go to the CRM in the menu at the top of the page next to the Documents section.
03
Import your contacts from Google or add a new contact manually.
04
See your Contacts on the left-hand side, create new contact cards, and categorize them into separate groups.
05
Click Add contact.
06
Type the customer’s personal information (name, email, contact number, etc.).
07
Complete adding a card with the Save button.
08
Bind documents to the card and leave notes.
09
Group clients by attributes in their cards, for instance, by organization.
Use pdfFiller’s CRM to manage your contacts and documents quickly and efficiently.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
