Case Study: Business Pricing Systems achieves rapid, efficient automated document delivery with Esker’s FlyDoc

Integrating seamlessly with an internet-based CRM solution to provide quick and efficient automated document delivery with FlyDoc

Business Pricing Systems, a national distributor of retail supplies with a 20,000‑item catalog, faced a time‑consuming process of producing and sending 25 customized, four‑page pricing documents daily. Staff manually populated templates, printed, then faxed or mailed each document, which made routine customer communications and direct‑marketing outreach inefficient and often delayed.

By integrating FlyDoc’s online mail and fax service with its VanillaSoft CRM, Business Pricing Systems automated document generation and delivery: users export customer data into templates and select FlyDoc from the print menu to send fax or postal mail instantly. The change speeded and professionalized outbound communications, freed staff from administrative tasks to focus on growth, and paved the way to expand automation (for example, invoicing) across the business.