Sales

    Software for sales networks, agents and field sales reps

    Plan visits, collect orders, manage signed documents, monitor KPIs by agent and territory. A mobile-first platform built for people running sales networks.

    Every Visit, read and filed in 3 seconds.

    Docura automatically recognises visit and the operational documents of your trade; fields are extracted, validated and filed with no typing. You get a notification when it's done.

    • Visit extracted and validated in seconds
    • Status and tags are tracked and every document stays findable by your team
    • OCR + AI with over 99% accuracy
    Docura·OCR Documenti
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    VisitSales visit
    VIS-2026-0341
    Bianchi Forniture S.r.l. · Visit of 12/05/2026 · 14:00
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    When a sales network needs dedicated software

    Running a network of agents or field sales reps means coordinating visits, orders, signature collection, document checks, reporting and, increasingly, anti-money-laundering or GDPR obligations. Once the network grows past 10 to 15 agents, spreadsheets and email start showing their limits.

    Sales network software centralises each agent's activity, territory trends, order statuses and collected paperwork in one system. The sales director gets real-time visibility of what's happening; the agent gets a tool that makes life easier instead of slowing them down.

    Docura is built for sales leadership that wants to go from "calling agents to find out what they did" to "seeing on a dashboard what every agent is doing right now".

    Visit planning and agent activities

    Every agent opens the app in the morning and sees their planned day: customers to visit, the optimal route order, visit objectives, materials to bring, documents to collect.

    Plans can be created by the agent or assigned by the area manager. The system suggests route optimisations, avoids overlaps and remembers the periodic visits owed to key accounts.

    Orders, contracts and digital signatures

    During the visit, the agent fills in the order directly in the app, checks warehouse availability in real time, and collects the customer's signature on a tablet or smartphone. The order lands straight in your management system, with no more paper forms and no manual retyping at the office.

    The same flow applies to contracts, mandates, privacy forms and quote acceptances. All signed paperwork is automatically filed in the customer record, with legal validity.

    Real-time sales KPIs

    Leadership sees an always-up-to-date dashboard: visits done vs planned per agent, orders by territory, average ticket, conversion rate, customer coverage, performance vs budget. All the numbers you need for fast, focused decisions.

    Compare performance per agent, identify best practices worth spreading, catch early dips. Your sales network becomes measurable, optimisable, scalable.

    Quotes ready in minutes, not days.

    The agent writes down what's needed; Docura builds the quote using price lists, volume discounts and customisations. Ready to send in one click.

    • Write what you need and Docura fills in the quote in seconds
    • Custom price lists, volume discounts, target margins applied automatically
    • Branded PDF export, tracked email sending, 1-click conversion
    • History, variants and revisions filed with the customer
    Docura·Sales
    AI attiva
    Docura
    Docura AI
    Agente preventivi · contesto sales
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    DocuraSYNC
    Bianchi Forniture · Mestre
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    Catalogue presentation
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    Next follow-up

    The right procedure, ticked off from the phone.

    No paper, no scattered photos: every agent opens Docura in the browser, runs the checklist, attaches photos and signs. Everything filed and synced in real time.

    • Agents follow standard procedures, attach photos and signatures
    • Opens in the browser, works offline and syncs when back online
    • Every step is filed and tracked, with no more paper

    What you can do with Docura

    • Mobile in the browser

      Access from any device, nothing to install.

    • Visit planning

      Route optimisation, customer calendar.

    • Order capture on the move

      Catalogue, prices, discounts, live availability.

    • Digital document signing

      Contracts, orders, privacy forms with legal validity.

    • KPIs by agent and territory

      Visits, orders, conversion, coverage.

    • Management system integration

      ERP, CRM, warehouse systems.

    Practical examples

    B2B distributor, 40 agents

    Average order transcription time cut from 2 hours to zero. Orders reach the warehouse in real time.

    Insurance services sales network

    Mandates signed digitally during visits, centralised archive, anti-money-laundering audits made easier.

    Multi-brand sales agency

    Leadership sees the visits and orders of 60 agents on a single dashboard. Weekly meetings based on data, not anecdotes.

    Ask in your own words, Docura answers.

    No reports to build: ask Docura in the words you use every day. It replies with concrete cards on your own processes: deadlines, tasks, anomalies, documents to close.

    • Answers with concrete cards (clients, sales visit, deadlines)
    • Knows roles and processes: Agents, tasks, SLAs
    • No reports to build by hand, the data comes to the chat
    Docura·Sales
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    Ask Docura anything…
    FAQ

    Common questions

    Clear answers to the questions we hear most often. Can't find yours? write to us.

    Yes. We provide connectors for Salesforce, HubSpot, Microsoft Dynamics, Zoho and the leading Italian CRMs.

    Yes. Docura runs in the browser on any mobile device with nothing to install. Agents sign in with their own account and find customers, tasks and documents always up to date.

    Yes. We use advanced electronic signatures (AES) compliant with the eIDAS regulation, valid across the entire European Union.

    Sales

    Take your work to the next level.

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