Spindle Professional

View Spindle Professional overview document

With Spindle Professional you can easily merge information from business applications to produce documents that can be sent by email, fax, printed and archived.

Using Spindle Professional can result in significant cost savings - on stationery, postage and staff administration. By automating routine communications, it also reduces human errors and frees up time for more important tasks. 
Spindle Professional works with virtually any application that can print, including Sage 50, Sage Line 100, Sage 200, Microsoft NAV, Microsoft GP, and Microsoft Office.

Overview

What is Spindle Professional?

Award-winning Spindle Professional is designed to help your business create the right impression and save you time and money. It is an ideal tool to streamline and automate communications in small to medium-sized businesses where time and resources are at a premium.

Using Spindle Professional can result in significant cost savings - on stationery, postage and staff administration. By automating routine communications, it also reduces human errors and frees up time for more important tasks.

With Spindle Professional's dynamic and flexible software you can instantly and easily merge information from business applications to produce documents that can be sent by email, fax, print and also archived. For a more professional look, it allows you to add your company logo and branding to documents such as letters, statements, invoices, remittances, delivery notes and purchase orders. You can print directly onto plain paper, so there's no need for expensive pre-printed stationery. It's also flexible, allowing you to create and mail your customers with promotional offers and seasonal messages.

Where could Spindle Professional be used in your business?

Spindle Professional is versatile and equally suitable for use across a range of business applications.

Sales & Marketing, Human Resources, Customer Services and Accounting functions can all benefit from a more streamlined and automated approach.

Key benefits

  • Dramatically reduces costs - document delivery by email and fax
  • Intelligent delivery - Spindle Professional knows what to fax, what to email and what to print
  • Flexible - automatically add terms and conditions, seasonal or promotional messages
  • Saves money and wastage - use plain paper instead of pre-printed stationery
  • Emails and archives - documents are sent and stored as Adobe PDF files

Features

  • Easy to install and integrate with your current business applications
  • Emails and stores documents as Adobe PDF files
  • Simultaneously prints multiple copies, each with different form designs, to multiple printers
  • Sends documents to multiple destinations at the same time
  • Integrates with a wide range of fax, email and Contact/Client Management (CRM) software
  • Can be used with almost any application that will print such as Microsoft Word, Excel, Access, ACT! from Sage, Crystal Reports and many more.
  • Works with major accounting systems including Sage 50, Sage 200, Sage MMS, Microsoft Dynamics NAV (formerly Microsoft Navision), Microsoft Dynamics GP (formerly Microsoft Great Plains), Pegasus Opera II, Access Accounts, SAP Business One and more.

Emailing

The most cost effective way to send a document. Documents are sent as PDF Files (PDF is built in). PDFs are finished business documents containing a company's branding and messages.

  • Writes the email for you using a template you've designed (personalised to the recipient and/or from the sender).
  • Revenue and Customs (HMRC) checked and accepted for sending original VAT invoices
  • Supports HTML emails (use branding, colours, lines and images), support plain text emails.
  • High priority can be set to make sure your important emails are highlighted to the recipient.
  • Automatically copy in other people or even BCC them in to the email.
  • Attaches other documents (for example sales offers).

Faxing

The standard way of getting a document from one business to another.

  • No more standing at the fax machine.
  • Saves printing a hard copy of the document.
  • Fax optimised stationery can be automatically selected if the document is sent via fax.
  • Terms and Conditions, promotional or other messages are supported
  • Wide range of fax systems supported.

Printing

Some of the time you just can't email or fax a document.

  • Always prints the right number of copies.
  • Each copy can use different stationery.
  • Prints to multiple printers simultaneously.
  • Automatically set printer settings like specific paper trays, colour or black and white mode, duplex.

Archiving

  • Storing documents electronically saves on filing time and negates misfiling
  • Documents can be found and accessed by multiple people simultaneously
  • Easy to backup and copy to a secure location.
  • You get to see exactly what the document looked like.

CRM

  • See both quotations and accounting documents in a central place.
  • Linking documents directly to companies and contacts in your CRM system means all of the information you need is in one place, easy to access.
  • Spindle Professional can also add notes to companies and contacts so you know when a document was sent.

Criteria

Added intelligence to your documents enabling you to treat documents, customers and suppliers differently depending on a number of options (personalised stationery, methods of delivery, offers etc).

  • Group together like customers/supplies.
  • Automatically changes how a document is handled.

Example:

If an invoice is overdue, its stationery changes to red and a copy is automatically sent to the sales person of that customer

Supported accounting systems

Since Spindle Professional works just like a printer it can be used with virtually any application that can print. The following accounting systems have been tested and approved to work with Spindle Professional:

  • Sage 50 2009 through to 2016
  • Sage Line 100 V5 to V8 (DOS and Windows)
  • Sage MMS
  • Sage 200
  • Pegasus Opera II
  • Microsoft Dynamics NAV (formerly Microsoft Navision)
  • Microsoft Dynamics GP ( formerly Microsoft Great Plains)
  • Access Accounts

Other applications that have been tested and approved to work with Spindle Professional include:

  • Microsoft Office (Word, Excel) 2000, XP, 2003, 2007, 2010, 2013, 2016
  • Sage Payroll V8 to V22
  • Sage Job Costing V8
  • Crystal Reports V9 to V11

Supported fax solutions

  • Tobit FaxWare V6/V7
  • Microsoft Fax (Windows 2000, XP, Server 2003, Vista)
  • Microsoft Small Business Server 2000 / 2003 Shared Fax
  • GFi FAXmaker V10/V11
  • Redrock FaxNow V5.5
  • Symantec WinFax PRO V10.02
  • Equisys Zetafax

Supported email solutions

  • Microsoft Outlook 2000, 2002, 2003 and 2007, 2010, 2013, 2016
  • Tobit David 6.6 / David XL
  • Simple MAPI compliant software (Microsoft Outlook Express etc)
  • SMTP compliant mail server (Microsoft Exchange Server, direct to ISP etc)

Supported archive solutions

  • PDF
  • Invu Professional Series

 

...provide a professional, prompt and value for money service, which I would recommend to anybody, and do!