E-Post plug-in for Sugar

E-Post plug-in for Sugar

Powerful digital way to create letters


Insignio CRM's E-Post plug-in for Sugar provides a powerful PDF generation of various letter types. Efficiently create and manage your own letter templates such as estimates, invoices or cover letters in Sugar. Thanks to the direct connection of the E-Post API to Sugar, letters are generated and sent electronically. This time-reducing automation process finally enables digitalized communication processes of traditional communication via letter. Create and send letters quickly, easily and safely with intelligent data-encryption and outsource time-consuming tasks such as printing, inserting, franking and delivering of letters to the German postal service "Deutsche Post". E-POST's digital mail solution is seamlessly integrated into Sugar and works with all other software modules, such as ERP or accounting solutions. Your sales, marketing and customer service departments are particularly benefiting from this plug-in. Employees do not have to leave their CRM environment and can directly create and send documents within Sugar. Finally say good bye to cumbersome typing or scanning of letters for archiving. The result is optimized and holistic workflows.

Features and Benefits

Individual PDF templates

Efficiently manage your E-POST templates directly from your Sugar work environment. Create your own templates and guarantee high quality letters with your predefined templates. Automated processes reduce time consuming steps such as manual labor or logging on to E-POST. Addresses of business partners, customers and suppliers are accessed directly from Sugar so that the entire enterprise ecosystem benefits from this efficient electronic information exchange.

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Digitalizing traditional letters

After choosing a template you can insert your letter-content. Next, just select one or more addressees to automatically inserting all pre-defined contact information. To finalize the letter just select E-POST from your dropdown menu as your method of delivery. Save time and resources with this digitalized method of communication!

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Multiple delivery options

Whether you would like the letter to be delivered digitally via an encrypted, digital E-POST connection, via fax message or traditionally hand delivered by the postal service – with our integrated plug-in for Sugar classic forms of communication are efficient and cost reducing!

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Encrypted message delivery

Intelligent encryptions ensures an elevated data security for your correspondence. Every distribution is documented within Sugar automatically. Also benefit from the automatic mail confirmations through E-POST.

View All Features

Individual PDF templates

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Efficiently manage your E-POST templates directly from your Sugar work environment. Create your own templates and guarantee high quality letters with your predefined templates. Automated processes reduce time consuming steps such as manual labor or logging on to E-POST. Addresses of business partners, customers and suppliers are accessed directly from Sugar so that the entire enterprise ecosystem benefits from this efficient electronic information exchange.

Digitalizing traditional letters

image
image
After choosing a template you can insert your letter-content. Next, just select one or more addressees to automatically inserting all pre-defined contact information. To finalize the letter just select E-POST from your dropdown menu as your method of delivery. Save time and resources with this digitalized method of communication!

Multiple delivery options

image
image
Whether you would like the letter to be delivered digitally via an encrypted, digital E-POST connection, via fax message or traditionally hand delivered by the postal service – with our integrated plug-in for Sugar classic forms of communication are efficient and cost reducing!

Encrypted message delivery

image
image
Intelligent encryptions ensures an elevated data security for your correspondence. Every distribution is documented within Sugar automatically. Also benefit from the automatic mail confirmations through E-POST.

Digital letter delivery

With our E-POST plug-in you can efficiently create your letters directly in your CRM environment of Sugar. Save time and ressources by corresponding digitally with your customers and benefit from centrally working within one system without any media breaks. Choose from a variety of individual templates to create different letters such as estimates, cover letters or invoices while saving on paper, envelopes and postage.

Efficient & fast

Create letters quickly within your CRM and outsource all time intensive processes of letter communication to the postal system. With our E-POST plug-in for Sugar you can create and send letters with the click of a button and have them delivered within hours without ever printing, stuffing, franking or even leaving the office. The postal service prints, stuffs, franks and delivers your letters for you so no more waiting lines at the post office.

High automation & quality

Predefined templates guarantee high-quality letters. Automated processes reduce time consuming steps such as manual labor or logging on to E-POST. Addresses of business partners, customers and suppliers are accessed directly from Sugar so that the entire enterprise ecosystem benefits from this efficient electronic information exchange. The direct access to all data records in Sugar with automatically pre-filled address fields and automated archiving of all correspondence is another highlight of this plug-in. In addition, users receive instant information on postage charges as well as a confirmation of successful delivery.

Best Pricing

With the E-Post API you not only save on the cost of letterhead, envelopes, inserting, and stamping the letters, but also on costly shipping costs and time consuming visits to the post office. Actual savings are often more than 100% per letter.

Increased data security

Intelligent encryption ensures increased data security. The E-POST plug-in directly accesses your records and sends all correspondence with just a click. Each shipment is automatically recorded with all details in the Sugar application.

Support

Phone Support: +49 561 31 666 372
Support Email: support@insignio.de
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://www.insignio-crm.de/impressum/
Privacy Policy: http://www.insignio-crm.de/impressum/

Efficiently select and send letters via E-POSTEfficiently select and send letters via E-POST
Automated processes to save time and costAutomated processes to save time and cost
E-POST letter in cueE-POST letter in cue
Create document in Sugar with E-POST plug-inCreate document in Sugar with E-POST plug-in

Resources

Please where we're going to have PDF and what not

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