The second X3CloudDocs release of 2025 introduces new ways to automate communication, improve customer order processing and keep document data more up to date.
With supplier notifications, ENA Triggers, Sales Quote support and incremental synchronisation for EDM, this release helps Sage X3 users improve visibility, reduce manual follow-up and create more connected document-led processes.
Purchase Invoice Automation (PIA)
Keeping suppliers updated with invoice notifications
2025 R2 introduces supplier notifications within Purchase Invoice Automation, giving organisations a more proactive way to keep suppliers informed on invoice progress.
Standard notification scenarios include when invoices are received, approved for payment or paid. These notifications can also be grouped and scheduled, meaning suppliers only receive one email per scenario each day, rather than multiple individual updates.
This helps reduce manual supplier queries, improves communication and gives finance teams a more efficient way to share invoice status updates.
Email & Notification Automation (ENA)
Real-time notifications with ENA Triggers
A major enhancement in 2025 R2 is the introduction of ENA Triggers.
ENA Triggers provide a database-level triggering system that can send notifications based on real-time data changes within Sage X3. Users can define custom triggers across Sage X3 tables, apply filters for specific scenarios and generate modern HTML5-formatted emails.
This creates a more flexible approach to notification automation, especially where standard Sage X3 workflows may require multiple separate configurations. ENA Triggers can also group multiple events into a single email, such as one summary notification for several payments.
By tracking both old and new values, ENA can create more context-aware communications, helping users send the right message at the right time.
Sales Order Automation (SOA)
Processing customer purchase orders as Sales Quotes
Sales Order Automation now supports Sales Quotes.
When processing a customer purchase order, users can choose whether that document should be created in Sage X3 as a Sales Order or a Sales Quote. This can be controlled through Buyer settings in X3CloudDocs and supported by additional Sage X3 parameters for quote type, pricing and address handling.
The update also supports quotes against Prospect accounts as well as Customers, making the process more flexible for sales teams managing early-stage opportunities.
Electronic Document Management (EDM)
Faster, more timely data synchronisation
Electronic Document Management has been enhanced with incremental synchronisation for Contacts and Sage X3 data.
This means data used for document tagging and email distribution can be updated more regularly without requiring a full synchronisation each time. For users, this helps keep EDM information more current and supports more reliable document management.
General performance and reliability improvements have also been made, laying the groundwork for further EDM enhancements in future releases.
Looking Ahead
2025 R2 continues the evolution of X3CloudDocs into a broader automation platform for Sage X3. By combining smarter supplier communication, real-time notification triggers, more flexible sales quote processing and improved EDM synchronisation, this release helps organisations reduce manual admin and build more responsive business processes.