ApproveIT 365

ApproveIT 365 powers Business Central with secure signing and smart document automation – via Docusign and Signhost

ApproveIT 365 streamlines document approvals by integrating Docusign directly into Microsoft Dynamics 365 Business Central. Eliminate manual PDF handling and email attachments, initiate approval workflows directly within Business Central and save up to 80% of the time typically spent on document approvals.

Key Features and Benefits of ApproveIT 365:

Document type support: ApproveIT 365 supports approvals for:

• Sales documents.
• Purchase documents.
• Service documents.
• Project documents.
• Documents from third-party solutions or custom developments.
• Additional attachments (e.g., terms and conditions).

Seamless document approvals:

• Effortless sending: send documents directly from Business Central in just a few clicks.
• Secure digital signature(s): ensure authenticity and security with Docusign’s or Signhost e-signature platform.
• Automated order processing: automatically convert signed Sales Quotes into Orders in Business Central.
• Centralized document storage: store signed documents securely in Business Central or Azure Storage for easy access.
• Custom workflows: trigger custom workflows in Business Central based on signed documents.
• Real-time tracking: monitor approval status live within Business Central, tracking every step from sent to signed.
• Secure logging: every action, signing, commenting, and reviewing is securely logged and archived.

Note: A Docusign or Signhost account is required to use ApproveIT 365.

How ApproveIT 365 works:

1. Initiate workflow: create a new document in Business Central, launch ApproveIT 365, and send by 1 click.
2. Partner review and signing: your business partner reviews, signs, and optionally comments on the document online.
3. Automatic storage: once signed, the document is securely stored in Business Central or Azure Storage.
4. Trigger workflows: use the signed document to initiate automated workflows within Business Central.

Here’s why ApproveIT 365 streamlines your document process:

1. Effortless document sending: send your documents directly from Business Central to customers in a few simple clicks.
2. Secure a digital signature: provide a secure platform for your business partners like customers, to digitally sign documents through Docusign or Signhost, ensuring authenticity and peace of mind.
3. Automated sales orders: experience automation as ApproveIT 365 converts sales quotes into sales orders, saving you time and effort.
4. Centralized document storage: approved documents with customer or business partner signatures are securely stored in original document in Business Central for easy access and organization.
5. Peace of mind for all: robust security measures ensure that all parties involved can trust the secure signing process.
6. Customize your package: add additional PDF documents in the ApproveIT 365 workflow such as general terms and conditions.
7. PowerApps: start a flow in a PowerApp.

For more information, demos, or a quote, please get in touch with your Microsoft partner or go to: Request Info - Idyn

Supported editions

Essential and Premium editions of Business Central.

Supported languages

This app is available in English, French, Dutch, German

Supported countries

All countries where Business Central is available.

More information

For more info go to https://www.idyn.nl/solutions/approveit-365/
For more info about Docusign go to https://www.docusign.com/ and more info about Entrust go to https://www.signhost.com/