AI document processing

Less manual work. More control over processes.

DocBase Sales Files helps automotive dealers and automotive retail organizations with AI document processing, automatic document recognition, metadata extraction and intelligent file validation.

Workflow

From document to complete sales file.

  1. 1

    Documents are uploaded, received or linked from existing systems.

  2. 2

    OrionIQ recognizes the document type and extracts relevant metadata.

  3. 3

    DocBase automatically links documents to the correct sales file.

  4. 4

    Missing items and open actions become visible.

  5. 5

    Teams continue working from one complete and verifiable file.

Features

What OrionIQ adds to the sales process.

01

Recognition

Document types such as purchase agreements, lease contracts and identity checks are recognized automatically.

02

Data extraction

Important information is read from documents and made available directly in the sales file.

03

File validation

Employees can quickly see which documents are present and which items are still missing.

04

Process insight

Sales, administration and management gain more control over current and complete sales files.

Customer example

Jorssen BMW MINI

Jorssen referentie DocBase Verkoopdossiers

“14 sales files processed in just 15 minutes, including all metadata.”

DocBase tools

Stronger together in one platform.

OrionIQ

For automatic document recognition, metadata extraction and intelligent processing of sales documents.

SIGN

For legally valid digital signing of purchase agreements, lease contracts and financing documents.

Record Management

For retention periods, controlled deletion, audit trails and privacy compliance.

Documents

More than 25 automotive document types processed automatically.

From purchase agreement to BPM document and from financing request to RDW authorization. OrionIQ recognizes, reads and links documents automatically to the correct sales file.

Sales & delivery
Signed agreement Delivery document Sales invoice Order confirmation Certificate of Conformity Warranty certificate SEPA mandate
Trade-in & vehicle
Appraisal report Release certificate Registration certificate RDW authorization BPM documents Purchase declaration Stock form
Financing & compliance
Financing approval Financing request Signed financing agreement Driving licence copy ID registration form VAT declaration Chamber of Commerce extract
Other document flows
Cost calculation Additional invoice BPM transfer arrangement End-user declaration Lease order Other documents
Frequently asked questions

Frequently asked questions about AI document processing.

AI document processing helps automotive dealers automatically recognize sales documents, read information from documents and link that information to the correct sales file.

OrionIQ can process purchase agreements, lease contracts, appraisal reports, registration certificates, release certificates, financing documents, ID registration forms and delivery documents.

Because documents are automatically recognized and linked, teams gain faster insight into missing documents, open actions and files that are not yet complete.

Relevant metadata is extracted from documents and made available inside the sales file, reducing repetitive manual data entry.

AI document processing is suitable for automotive dealers, dealer groups, leasing companies and automotive retail organizations that process many sales files and document flows.

Yes. Within DocBase, document processing, file management and digital signing with SIGN can come together in one central workflow for sales files.

Smarter sales files start here.

Discover how DocBase supports document processing, file management and digital signing in automotive retail.