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Customer and Vendor Document Exchange
Onboarding records, invoices, and proofs — all tracked
Collect and track onboarding records, invoices, delivery proofs, and confirmations with customers and vendors.
Onboarding documents, delivery proofs, and confirmations exchanged with customers and vendors usually end up scattered across email and personal chats. Customer and Vendor Document Exchange gives every document a tracked request-and-receipt flow, tied to the right party and transaction.
Nothing gets lost between “I sent it on WhatsApp last week” and an auditor asking for proof — every document is where it's supposed to be, against the record it belongs to.
Capabilities
Every document, tied to the right record
Onboarding document collection
KYC, registration, and compliance documents collected and tracked from day one.
Delivery proof capture
Proof-of-delivery and confirmations captured against the specific transaction.
Structured retrieval
Find any exchanged document by party, transaction, or date — no digging through chats.
Audit-ready trail
A clear document trail that holds up when compliance or an auditor asks for it.
Who it's for
Built for teams like yours
- CA firms
- Procurement and accounts teams
- Distributors
- Contractors
- Compliance-heavy businesses
The outcome
Customer and vendor documentation becomes a tracked, retrievable record instead of scattered attachments — ready whenever compliance, audit, or a dispute requires proof.
Explore more
Other Tally connectivity solutions
Tally WhatsApp Business Connectivity
Balances and statements, shared securely on WhatsApp
Customer Self Service Portal
Controlled, self-serve access to orders and invoices
Vendor and Supplier Portal
Coordinate suppliers without the email back-and-forth
WhatsApp Order to Collection
From order to payment, tracked end to end
WhatsApp Purchase to Payment
Purchase requests to supplier payment, in one flow
Receivables Payables and Reconciliation
Dues tracked, statements shared, exceptions resolved
See Customer and Vendor Document Exchange in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.