Choosing the Right PDP for Efficient Digital Document Management

The 6 Key Criteria for Selecting the Right PDP

1.Rely on Proven Expertise in Document Dematerialization

Dematerializing accounting documents is a specialized discipline. It goes far beyond converting files to PDF: it involves structured formats, specific tax standards, and the ability to manage complex workflows for successful process automation. An experienced PDP will be able to handle your purchase invoices, sales invoices, payment authorizations, or multi-party billing scenarios with accuracy and compliance for effective digital document management.
Implementing such a solution also allows for the secure and traceable dematerialization of documents throughout their lifecycle.

2.Require International Interoperability via Peppol

Peppol is now the European standard for exchanging dematerialized documents. A PDP connected to Peppol ensures smooth transactions—even internationally. This is essential for companies working with partners outside France or preparing for cross-border growth.

3.Choose a PDP That Integrates with Your Accounting Ecosystem

A reliable platform should adapt to your organization—not the other way around. It must be interoperable with your internal tools, especially your ERP systems, accounting software, or document management solutions (DMS). This compatibility facilitates process automation, reduces manual data entry, and enhances the reliability of exchanges.
Ensure the platform also supports various use cases such as self-billing, credit note management, or internal validation workflows. It must also address the specifics of your sales invoices, including industry-specific rules, custom formats, or volume constraints.

4.Rely on Personalized Support and Real Training

Implementing a PDP platform isn’t just about setting up a connector—it’s a transformation project. You’ll need expert advice, structured methodology, and training. A reputable PDP will provide tailored support, from the audit phase to operational onboarding. This phase is crucial to ensure a smooth transition to digital document management that’s accepted by all stakeholders.
A good platform will also help you navigate the e-reporting obligations tied to your tax compliance.

5.Check for Compliance and Security Guarantees

Tax data is sensitive—it must be secured, traceable, and legally archived. Choose platforms certified to ISO 27001, compliant with NF 461 for electronic archiving, and hosted within Europe. These technical guarantees protect your business from compliance risks and security breaches.
These elements are also essential to ensure structured and compliant e-invoicing, aligned with European standards.

6.Choose a Transparent Pricing Model, Beyond the Advertised Cost

Lastly, don’t evaluate a PDP based solely on the listed price. What matters most is a clear and predictable pricing model. Some platforms hide extra costs related to document volume, technical options, or archiving. Request a detailed, scalable quote tailored to your needs. The right partner is one that supports you over the long term, with no surprises.
Before making a decision, check the list of registered PDPs to ensure the provider’s reliability.

Why Choose Arteva as Your PDP for Digital Document Management?

With nearly 20 years of expertise in EDI and our proprietary platform Orchestrade®, ARTEVA guides you through your digital transition with a turnkey, interoperable, compliant solution designed to meet the needs of all industries. In addition to meeting the six criteria listed above, Arteva guarantees:

• Easy Integration
  Native compatibility with your ERP and specific formats, user-friendly interface.

• Security & Compliance
  ISO/IEC 27001 certification, INFOCERT PDP audit, legally guaranteed compliance.

• Flexibility
  Adaptable data flow preparation to work with any other PDP, no technical lock-in.

• Time & Cost Savings
  Ready-to-use solution with no additional infrastructure costs. Pay only for what you use, with quarterly billing based on document volume.

• Team Performance
  Optimized processing of your digital documents, task automation, and increased efficiency.

• EDI & E-invoicing Expertise
  Recognized experience in managing complex, multi-subsidiary data flows.

Make the Right Choice—Today!

Mandatory e-invoicing is coming fast. Choosing a reliable PDP that’s compatible with your tools and compliant with legal requirements ensures a secure transition and optimized digital document management.
ARTEVA supports you with a proven, ready-to-use, and scalable solution—designed to cover all your electronic invoicing PDP needs, whether for purchase or sales invoices.
By choosing ARTEVA, you’re opting for a PDP that combines expertise, compliance, and performance.