Mar
3

KwikTag & SalesPad

Two Great Systems. One Amazing Experience.


Your business processes are important. Sometimes, they’re complicated. Without control, visibility, and secure access to documents, your business is only seeing half the picture.

Here at KwikTag, we understand that.

We’re here to provide you a secure document and content management system that supports your entire organization. Any document. Any department. Any business process.

But we can’t do everything for you, we know that.

We’re flexible.

If you have integrations with other ISVs extending beyond the basic function of Dynamics GP, KwikTag is proud to share that we integrate with them too!

For example, SalesPad!

SalesPad is a sales management, warehouse management, and customer service system that tracks data from order to distribution, including the finance element, that integrates with Dynamics GP.

It also integrates with KwikTag.

KwikTag is integrated into the key screens in SalesPad, including Customer, Sales Document, Purchase Order, and Vendor cards. Users can attach (“Tag”) documents directly from those screens in SalesPad and they will be visible to SalesPad users who are granted permissions to view them.

The SalesPad integration with KwikTag allows you to preview an image of the document selected, right inside the SalesPad screen. You can also attach, search and retrieve any related documents in KwikTag.

And of course, you can extend KwikTag to any other area of your business that needs to go digital – in or outside of Dynamics GP.

BONUS: Check out this Coffee With KwikTag video about our integration with SalesPad.


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