Video - Heuristyc - PowerDoc & PowerSign for Acumatica Cloud ERP

Creating a customer-facing document often requires more than exporting information from an ERP system. Teams may need to copy data into a separate template, adjust the formatting, convert the document to a PDF and send it through another platform for approval. Each additional step takes time and creates another opportunity for errors.

Heuristyc PowerDoc and PowerSign bring document creation and electronic signature workflows into Acumatica Cloud ERP. Together, the solutions help businesses generate professional documents using Acumatica data, send them for signature and monitor their progress without managing the entire process outside the ERP system.

Watch the video to see how PowerDoc and PowerSign work together within Acumatica.

Create Professional Documents from Acumatica Data

PowerDoc allows businesses to build document templates in Microsoft Word using placeholders connected to Acumatica fields. When a document is generated, Acumatica data is inserted into the template and converted into a PDF.

Businesses can use PowerDoc to create:

• Sales and project quotes
• Contracts and agreements
• Statements of work
• Customer invoices
• Project documents
• Other customer-facing forms

Different templates can be assigned based on the customer, project or document type. Once generated, the PDF can be attached directly to the appropriate Acumatica record, reducing manual file handling.

Send Documents for Electronic Signature

PowerSign extends the process by connecting Acumatica with SignNow. The solution identifies signature placeholders within documents generated through PowerDoc and prepares them for electronic approval.

Users can send signature invitations from Acumatica instead of logging into a separate electronic signature platform. They can also monitor the document’s progress through the approval process and see when action is still required.

Keeping these steps connected helps reduce missed fields, misplaced documents and delays caused by switching between systems.

Build a More Efficient Approval Process

PowerDoc and PowerSign create a connected path from ERP data to a finished, signed document. Employees spend less time copying information, formatting files and following up manually while customers receive a more professional approval experience.

Watch the video above to see PowerDoc and PowerSign in action, then talk with 3Value about simplifying document creation and electronic signatures in Acumatica Cloud ERP.