Background Info - Typical Customer Documents

Below is a list of documents that are typically used to manage communications with customers, and that can be managed using a Document Management System:

  • Quotes / Estimates 
  • Purchase Orders 
  • Customer Order Acknowledgements 
  • Bills of Ladings 
  • Invoices 
  • Statements 
  • Return Material Authorizations (RMA) 
  • Proforma Invoices 
  • Picking Lists / Tickets 
  • Packing Lists 
  • Customer Checks 
  • Quality Inspection Reports 
  • Material Certification Reports 
  • Key Written Correspondence, including emails