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Xactly Docs

Customize, Route and Track Status of Incentive Related Documents

Xactly Docs™ is the newest addition to the Xactly Suite offering companies the ability to define customized workflow processes and route documents through those processes for review and approval. Xactly Docs enables companies to manage and track incentive compensation related documents routed throughout the company. Xactly Docs enables detailed tracking of review and approval statuses for all stakeholders involved.

Xactly Docs enables companies to:

• Customize workflow processes
• Tailor and personalize emails and notifications
• Route plan documents, certification letters, and other incentive related documents
• Track detailed status of reviews and approvals

With Xactly Docs, companies streamline processes and improve collaboration between sales and finance team with detailed tracking of results and status.

 

Product Literature

Xactly Incent Datasheet

Xactly Docs