Document Management is one of many features included with Spruce ERP Software for Building Suppliers

ERP with Integrated Document Management

Spruce will track, manage, and store documents electronically—saving time and reducing frustration.

Electronic document management improves efficiency and customer service.

All transactions are automatically linked in Spruce, and even handwritten or faxed records can be attached, so you have access to everything you need electronically. Quickly access your customers’ quotes, orders, POs, receiving documents, and sales invoices in one centralized, easy-to-use system. Save time and money by emailing customers their statements and invoices.

How Curtis Lumber saves time, money, and paper by emailing statements

Core Document Management Functionality

Automatically link all transactions in Spruce

Spending hours organizing and filing paperwork?

Eliminate or reduce paper documents so staff can refocus their efforts on other priorities.

Locating documents frustrating?

Answer questions immediately, improving customer and employee satisfaction.

Prepping month-end statements take days?

Save time and get paid faster by emailing customers their statements and invoices.

Incurring expense for paper, printing, and postage?

Save thousands of dollars each year using electronic document management.

Struggling to track handwritten or faxed documents?

Easily attach packing lists, notes, tax forms, or virtually any Windows® file.

Have lots of filing cabinets storing old documents?

Repurpose that floor space and expense for something that positively impacts the business.

Electronic Document Management

Access all customer quotes, orders, POs, receiving documents, and sales invoices in seconds!

Document Management lets you attach handwritten notes, emails, faxed RFQs, photos, and more.

Attach any Windows file in Spruce!

Besides system-generated documents, you can use a scanner to attach other information to any record including handwritten, emailed, or faxed RFQs, a photo of delivered items, vendor invoices, job site maps, or voicemails from key accounts.

Reduce paper. Save postage. Be more productive.

Watch this 90-second video to see how Spruce software can help simplify your statement and invoicing processes to save you time and money every month.

Say goodbye to pre-printed forms

Watch this 1-minute video to see how Spruce creates invoices and other documents instantly—you can even tailor them for specific customers or situations. Since they're generated on demand, they never go out of date or take up shelf space.

Stop drowning in paper!

Watch this short video to see how the document management functionality of Spruce software can save you time, reduce staff frustration, and satisfy customers with instant access to information—without digging through piles of paperwork!

Isn't it time to transform your business?


Customer Success Stories

Read how Spruce customers benefit from electronic document management

Carls Building Supply

Case Study: Kyle Kincaid, Carl's Building Supply

“With Spruce, we capture the signature at the point of sale, the invoices are automatically collated with the statements, and they’re either mailed, e-mailed or both with all the supporting documents. Spruce has taken a process that used to require a full day under our old system and reduced it down to just 2 hours!”

JM Building Supply

Customer Case Study: Jack Monroe, JM Building Supply

“If there’s a question with an order or an invoice, Spruce allows us to pull up any part of the transaction. Everything is integrated—from the customer’s order to our PO with the vendor, through to receipt of the product, delivery, invoicing, and statements. It’s all right at our fingertips whenever we need it!”

RW Sons Builders

Case Study: Greg Warnez, R.W. & Sons Builders

“I wanted a system that could capture signatures for delivery confirmation and the old system couldn’t do that. I’ll literally get a $6,000 window order on a napkin! I have to document the details of that order and show proof that I’ve delivered it. With Spruce, I can get everything signed and captured in the system. I can even include pictures of the delivery.”


What our customers are saying

Before we brought Spruce in, we were drowning in paper. There were just so many documents that we had to keep on file and if you ever needed to find an old invoice or purchase order, it could take forever to track it down.

Midwest Lumber and Supply

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Let's work together to transform your business.

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