BlueRockTEL allows you to attach as many documents as you need to the customer. Common uses of this feature? The order form signed by the customer, or his bank details… However, you are not limited to PDF documents : BlueRockTEL accepts other types of files and images as well.

A powerful feature many people don’t know about: as you add documents within the web interface, they are also automatically stored in your FTP space, within a tree structure based on your customers accounts. This allows you to easily configure an automatic synchronisation on a local server.

Already a customer and you want to learn more about this topic? Or you want to learn more about BlueRockTEL? Call us on +353 19081023.

Categories: BlueRockTELCRM

0 thoughts on “Document management with BlueRockTEL”

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Posts


BlueRockTEL automatically gets your data from ConnectWise

Are you using ConnectWise? Good news: BlueRockTEL automatically gets your prospects, clients and contacts data from ConnectWise! How you do that? Just create your API keys on ConnectWise and set them up in BlueRockTEL. Already Read more…


Optimise your organisation with BlueRockTEL installation templates

For a prospect or a customer, you use the BlueRockTEL customer file as a support for both the quote and the contract, then the punctual and recurring invoicing… But did you know that the file Read more…