https://store-images.s-microsoft.com/image/apps.5467.62799540-8fe1-4953-b684-3ea4b957bedc.efde4a22-a015-4aa6-9ed3-19c3918738e0.a69191df-3add-4cd8-90be-b241690efaf4

Auto Email

SimCrest

Automatically email documents to customers and vendors with one click or less.

Auto Email is a one-click-or-less emailer that is simple to use and saves you a lot of time.

Do you spend a lot of time sending collection emails to customers? Is it time consuming to send statements and documents via email? Do you find it difficult to send sales and purchase documents out via email?

Sending emails to customers can be very time consuming. Assembling statements with supporting documents and sending via email takes a long time. Manual emailing risks sending the wrong documents to the wrong customers.

Our app allows you to tailor the entire email experience for sales and purchase documents so all you have to do is clicking once or less and the email goes out with all the details you defined in advance. No need to print statements and invoices to PDF and assemble them in an email. Auto Email does it all for you to free up your time.

Feature and benefit summary:

  • Save a lot of time emailing documents.
  • Send collection email (statement and all past due invoices) to a customers with one click.
  • Have sales documents emailed automatically when posting.
  • Send sales documents with one click or less.
  • Email sales quotes, sales orders, sales return orders, and purchase orders automatically upon release.
  • Email sales orders automatically when converted from quotes.
  • Email multiple documents from lists with one click. Just mark the documents and email.
  • Send monthly statements to all customers automatically and without user interaction.
  • Automatically include default and specific attachments with all document types, like terms, return instructions, etc.
  • Automatically attach specific documents on items and resources (if they are included in the documents), like hazard material documents, product sheets, resumes, etc. and send them with sales quotes, orders, invoices etc.
  • Send documents (like price lists, tax documents etc.) automatically on a recurring basis (or one-time) to customers, vendors, and contacts.

Click the Get Trial Version button and start enjoying effortless emailing of customer and vendor documents.

This App supports both the Essential and Premium edition of Microsoft Dynamics 365 Business Central.

This App is available in the following countries: Australia, Austria, Belgium, Brazil, Canada, Columbia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong, Hungary, Iceland, Indonesia, Ireland, Italy, Japan, Korea, Latvia, Lithuania, Malaysia, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, United Arab Emirates, United Kingdom, United States, and Vietnam.

Supported languages: English (United States).

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