Overview
Hunt Forest Group is a major agricultural machinery dealer, employing around 200 people across its machinery and parts sales operation. The business found Culverdocs through a BAGMA Connect event, at a point when it was already looking for a way to bring its paper-based sales documentation online.
Culverdocs gave Hunt Forest a connected, self-built alternative to paper forms, integrated directly with its existing business system. Over two years, it has expanded well beyond sales paperwork to support wider parts of the business.
The Challenge
Hunt Forest ran its sales documentation on paper, from delivery and installation records to hire agreements. It worked, but paper offered no way to verify what had been completed, or track it down quickly when it mattered.
We’re a big business, and having a system that worked for us was going to be key, because with paper, you have absolutely no traceability.
Ed Smales
Turf Sales Director · Hunt Forest Group
The business needed a solution that could:
- Bring paperwork into one connected system, with automated, stepped workflows.
- Provide full traceability for every form completed.
- Integrate with Hunt Forest’s existing business system, pulling through customer and machine data automatically.
- Work just as well on a phone in the field as at a desk.
The Solution
With hands-on support from the Culverdocs team to get him started, Ed built Hunt Forest’s first form himself, digitising an existing paper delivery and installation record. A short trial with a handful of users gave the team room to test the system and adjust workflows before it went live business-wide.
Culverdocs now connects directly to Hunt Forest’s core business system, pulling through customer and machine records automatically rather than requiring staff to re-key them. Forms are built around stepped workflows: a hire agreement, for example, goes to the customer to sign, returns automatically, logs against the correct machine record, and routes straight to the relevant team member to action.
Beyond sales, Culverdocs is now used for:
- Trailer inspection forms.
- Additional administrative processes across other teams.
The Impact
Full Traceability, Built In
Every form is timestamped and location-stamped the moment it’s completed, giving Ed a verifiable record of everything that’s been done.
I can go straight into the report and search corporate hire agreements done in the last three months, look for a particular customer or salesperson, and see exactly what’s been done and agreed.
Time Saved on Admin
Photocopying, manual scanning, and re-filing paperwork have largely disappeared from the sales process. Completed forms route automatically to the right system and the right person.
Our sales admins no longer have to scan all of that information into the system. That time saving alone is massive.
A System That’s Scaled
Hunt Forest has gone from a handful of test users to full team-wide adoption, and from zero to over 6,000 forms processed.
I initially put it in front of a few users I knew would embrace it. After the trial, honestly, it was a no-brainer.
Growth Without Extra Headcount
Using Culverdocs has enabled Hunt Forest to absorb a genuine period of growth without expanding the team to match.
And I would say that if we hadn’t had this system, we’d have had to recruit one a year ago.
The Results
Today, Hunt Forest Group runs its sales documentation and much of its wider admin on Culverdocs. It’s also become a system Ed rates for its UK support as much as the software itself.
We wouldn’t be without the system now. It’s saving us a significant amount of time and money every single day, and you can’t put a price on data accuracy.
Ed Smales
Turf Sales Director · Hunt Forest Group
Capterra Rating
Forms Processed
Years with Culverdocs
More Success Stories
Built by Experts
That Care
Discover how we can work with your business to transform how you capture data.