Webinar – Document Workflow in the Quatra Portal

In many organisations, document workflows still involve manual processing, switching between different tools, and having to log in to the ERP system at every stage of the process. This not only takes up time, but also slows down the processing of tasks and places an unnecessary burden on staff. That is why we have good news: the Quatra Portal now features a Document Workflow module, which introduces a new, more convenient way of working with documents.

The new solution enables convenient document handling from Quatra Max ERP without the need to constantly switch between systems. Some tasks can be carried out directly within the Portal, including on mobile devices. This makes the entire process simpler and ensures that day-to-day work runs more smoothly.

But that’s not all. The system automatically sends email notifications with a link leading directly to the document requiring action. Instead of having to search for the relevant case themselves, users are taken straight to the right place. This is particularly useful where a quick response and good work organisation are essential.

Another major advantage of the solution is its integration with e-Deliveries. This means more efficient handling of incoming and outgoing correspondence without the need to open the ERP system. As a result, teams can work faster, and the entire process becomes more organised and user-friendly.

If you would like to see how this solution works in practice, we invite you to a free webinar, which will take place on 23 April 2026 at 10:00. During the session, we will demonstrate step-by-step how document workflow operates in the Quatra Portal, discuss integration with e-Deliveries, and finally answer participants’ questions.

The registration form for the webinar is available HERE.