{"id":18957,"date":"2022-11-29T12:18:21","date_gmt":"2022-11-29T10:18:21","guid":{"rendered":"https:\/\/documizers.com\/?post_type=klantverhalen&p=18957"},"modified":"2026-06-09T12:58:47","modified_gmt":"2026-06-09T10:58:47","slug":"legally-valid-quotes-and-contracts-on-the-spot","status":"publish","type":"klantverhalen","link":"https:\/\/documizers.com\/en\/customerstories\/legally-valid-quotes-and-contracts-on-the-spot\/","title":{"rendered":"Legally valid quotes and contracts on the spot"},"content":{"rendered":"\t\t
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Generate digital documents through Salesforce and have them legally signed \n <\/span><\/p><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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An interview with Nicky Kuijper, \nHead of Procurement at Wiltec. <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Wiltec uses DocuFlow from Documizers to generate <\/strong>digital documents, which can be legally signed using <\/strong>Evidos. The functionalities are integrated into <\/strong>Salesforce, Wiltec\u2019s CRM system. Wiltec can thus <\/strong>support customers directly, without the drawing up <\/strong>and signing of quotes and contracts causing delays.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u2018Wiltec is a full-service company that provides everything a company needs in a work environment, from tables, chairs, and pens for offices, to personal protective equipment and clothing for construction sites or industrial environments,\u2019 says Nicky Kuijper, Wiltec\u2019s Head of Procurement. Since June 2020, the company has been working with a new CRM system, Salesforce. \u2018We want to be able to move quickly,
and as efficiently as we can, for our customers,\u2019 says Nicky, who led the project that implemented Salesforce. \u2018The ability to quickly sign the documentation we need, such as quotes, is really important here. For some customers who have limited storage space, we also keep stock on hand, even for products outside our range. And to that end, we enter into stock contracts.\u2019

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Generate digital documents\nthrough Salesforce and have\nthem legally signed.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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From a matter of weeks to a matter\nof hours<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Quotes and contracts used to be sent on paper and then signed. \u2018In practice, that meant drafting the document, printing it out, and submitting it to management for signature. It was then signed and sent to the customer by post. The customer would sign the document and then send it back to us\u2014again by post. So before we could actually get started, a whole week would\u2019ve flown by.\u2019<\/p>

The joint solution from Documizers and Evidos speeds up this process considerably. \u2018DocuFlow contains document templates that automatically load customer information from Salesforce, so the contract or the quote is ready right away. It can then be sent online to management for signing using Evidos, before being emailed to the customer. The customer can sign the contract or the quote right away if they wish.\u2019 The process has thus been shortened from a matter of weeks to a matter of hours.<\/p>

\u2018DocuFlow and Evidos work quickly and more smoothly,\u2019 adds Nicky. \u2018This way, the customer can sign the contract or the quote when and where it suits them\u2014 on their smartphone, for instance, if they\u2019re on the go. That\u2019s really handy for them. And it\u2019s better for the environment, too. Printing out a twenty-page contract in duplicate and sending it by post hurts the environment, and for no good reason. In practice, you see that many customers scan the contract and then destroy the hardcopy version, so that there was no need to have printed it in the first place. Whenever possible, we opt for a more sustainable solution. This process contributes significantly to that.\u2019<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\u2018DocuFlow contains document\ntemplates that automatically load\ncustomer information from Salesforce.\nSo the contract or the quote is ready\nright away.'<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Enter data just once<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The integration of DocuFlow into Salesforce means that data needs to be entered manually just once. \u2018We now enter data only into our CRM system. If we\u2019re creating a quote or a contract, the necessary data is automatically loaded from Salesforce. As soon as the customer signs the document, it\u2019s automatically processed in the Kerridge Commercial Systems ERP system. This not only saves time\u2014it also makes the process less prone to errors.\u2019<\/p>

When documents are generated in Salesforce, these quotations and contracts are automatically linked to customers. \u2018This way, we get a 360-degree view of the customer. We can see at a glance what quotes, agreements, or letters we have sent to a customer. This is good for us, but certainly also for the customer. We can take a look along with the customer, whom we can thus serve better. All documents are stored in an orderly fashion, so there\u2019s no need to go hunting for that one specific quote.\u2019<\/p>

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Some documents, such as contracts, need to be renewed after a certain time. As Nicky explains, \u2018The document solution helps here, alerting us when the end date of a contact is approaching. We can then immediately send a new contract to the customer so that service can continue without a break.\u2019<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\u2018The cooperation with Evidos and\nDocumizers is going really well. Both\nof them always respond immediately\nto requests, problems, or proposals.'<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Full use is being made of new\npossibilities\n<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Full use has been made of Salesforce since June, when the document solution was also put into operation. Customers are already making full use of the new possibilities. \u2018Many contracts and quotes are now signed digitally by customers using Evidos. As I mentioned, we serve a really diverse customer base, with customers large and small hailing from all sectors. Now, we\u2019ve noticed that a number of customers can\u2019t, or are reluctant to, sign digitally. And that\u2019s no problem: we can also send a document as a PDF through the system, so the customer can print it and sign it on paper, and that\u2019s pretty handy.\u2019<\/p>


\u2018The cooperation with Evidos and Documizers is going really well. Both of them always respond immediately to requests, problems, or proposals. Sometimes a solution isn\u2019t immediately apparent, but they\u2019re always proactive about looking for possibilities. That\u2019s how we ourselves like to work: as soon as the customer calls, we\u2019re ready to help.\u2019

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A partner with the same focus\n<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u2018We were looking for a document solution that integrates with Salesforce. We\u2019ve gone for Documizers. Thanks to Evidos, we can legally sign documents digitally,\u2019 Nicky continues. \u2018In addition, we were looking for partners who would actually give us the service and support we needed, when we needed it. We think it\u2019s important that our customers always get the help they need. And that can happen only if we work together with partners who also see this as a priority. For example, if DocuFlow becomes unavailable, that immediately means we can no longer send out quotes or help our customers the way we want to. If you work with a partner who has the same focus as you do, you can be sure you\u2019ll the get the help you need right away.\u2019<\/p>


A link between the document solution and Wiltec\u2019s Polaris HR system will be set up in the near future. The documents will be generated by Polaris. Thanks to how adaptable and flexible DocuFlow is, these documents can then be transferred from Word to Evidos with a single click.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Never bite off more than you can chew\n<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Nicky has a few tips for those who want to start digitising and automating document processes themselves. \u2018There\u2019s a bit of a catch here, as there often is with something new: it can be tempting to bite off more than we can chew and then try to do everything at once. So my advice would be to start with a single process flow and tackle that first. There\u2019s an awful lot you can learn while digitising one process, and then you can carry what you\u2019ve learned over to the next one.\u2019<\/p>

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\u2018In addition, the process needs input from within the organisation, such as for the preparation of the document templates on the basis of which documents are generated. This obviously takes some work, but it also ensures that you become readily familiar with the system, and that you can then make small adjustments to a document template, for instance.\u2019<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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'Start with a single process flow and\ntackle that first. There\u2019s an awful lot you\ncan learn while digitising one process,\nand then you can carry what you\u2019ve\nlearned over to the next one'\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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About Wiltec<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wiltec\u2019s roots lie in professional paint shops and the construction of spray booths, from sectors such as wood and furniture all the way to the automotive industry. So that it can keep improving the level of service it offers its customers, it has expanded its product range over the years. There is thus a wide range, with over 40,000 products, from filters, tapes, and abrasives to work clothes and personal protective equipment, but also from office furniture and office supplies to coffee.<\/p>


On the basis of these product groups, Wiltec has started to supply more and more diverse sectors and industries. Wiltec is a full-service company that offers advice and support in the optimisation of work processes, working environments (from offices to factories), and working conditions (for the sake of safer and more sustainable work). That\u2019s what makes Wiltec a one-stop supplier for a wide range of businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Everything You Need to Know About DocuFlow<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Download the brochure. It provides a detailed explanation of all DocuFlow functionalities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tDownload the brochure<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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More information at wiltec.nl<\/a><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Documizers versimpelt\ndocumentprocessen\nmet DocuFlow.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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DocuFlow is an online platform that automatically generates and processes documents and emails. The application streamlines all your document-related activities into a single document workflow and connects the associated applications. As a result, creating, sending, digitally signing, and archiving documents such as contracts, quotations, and purchase orders becomes effortless.<\/p><\/div><\/div><\/div><\/div>

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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DocuFlow also offers benefits such as:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
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  1. Professionalization of communication workflows;<\/li>
  2. Standardization and a consistent way of working;<\/li>
  3. Prevention of (human) errors;<\/li>
  4. Insight into document workflows;<\/li>
  5. Centralized management of templates, processes, and documents.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    Documizers supports Wiltec with the digitization and automation of document processes. The DocuFlow application facilitates internal document flows. <\/p>\n","protected":false},"author":1,"featured_media":5266,"parent":0,"menu_order":27,"template":"","format":"standard","verhaaltype":[72],"class_list":["post-18957","klantverhalen","type-klantverhalen","status-publish","format-standard","has-post-thumbnail","hentry","verhaaltype-customer-cases"],"acf":[],"yoast_head":"\nDocumizers | The story of Wiltec<\/title>\n<meta name=\"description\" content=\"Documizers supports Wiltec with the digitization and automation of document processes. The DocuFlow application facilitates internal document flows. 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