Sales Workflow Automation

Every Sale Creates Paperwork. It Does Not Have To Create Delays.

From the moment an order is placed, there is a chain of activity that needs to happen before it reaches fulfilment. Purchase orders raised. Credit checks run. Approvals sought. Despatch notifications sent.

When that chain is managed manually - by email, spreadsheet, or paper - it slows down. Things get missed. Customers wait longer than they should.

DocuWare automates the entire sales order process, from capture to fulfilment confirmation, without changing the systems your team already uses.

Automatic order capture

Sales orders captured automatically from email, web form, or scan - from any source, without manual collection or data entry.

Automated routing and approval

Orders routed immediately through configured approval, credit checking, and processing steps. No chasing. No email threads. The right people are notified automatically at each stage.

CRM and ERP integration

DocuWare integrates with your existing CRM and ERP systems, so order data flows between platforms without duplication or manual keying.

Despatch notification and fulfilment confirmation

Automated notifications triggered at each stage of the order process - from confirmation to despatch to delivery. A complete, auditable record at every step.

Full order audit trail

Every order, every approval, every status change - stored and searchable. Full visibility for sales, finance, and operations teams.

Faster order processing with fewer delays and human errors

Improved customer experience through quicker, more consistent turnaround

Sales teams freed from administrative tasks and able to focus on selling

A complete, auditable record of every order from receipt to fulfilment

Common Questions

Yes. DocuWare connects with 500+ applications, including all major CRM and ERP platforms.

Yes - DocuWare captures orders from any source, including directly from email inboxes.

DocuWare is always configured to match your existing process. Implementation is bespoke, not off-the-shelf.

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Trusted By Businesses Across The UK

We work with businesses and organisations across the UK, with deep expertise in education and document-heavy industries.

"We have used Keeley Travis for over 20 years for stationery, printer leasing and more recently with the communications side, we have always received excellent customer service from Sharon, Laura, Becki and Shane. Everyone goes above and beyond to make sure we are happy… thank you."

Sarah Homer

LJM Homecare

"After using our printer more than usual Keeley Travis were quick of the mark to dispatch us a toner to ensure we didn’t get behind. All it took was a phone call to the office to explain the situation and the toner arrived promptly the next day. They are also always hot on getting engineers out to fix any issues we may be having with the printer. Wonderful customer service."

Philippa

MPS Customer

"Fantastic company, staff all very friendly and lovely to work with. provided us with a new system to better the company and we couldn’t recommend enough. Thank you to all the team."

Danielle

Access Door System Ltd

Hayley

MPS Customer

"Great company, always a pleasure to speak to these guys. Got phone contract sorted and phones within 2 days of initial call, and always on the end of the phone if I ever have an issue.."

Gaynor

Business Mobile System

Free Guides & Resources

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Guide on What Can I Digitise?

How to eliminate manual data entry and speed up your AP process.

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