ApproveIT 365

by IDYN B.V.

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Sign, store and automate follow-up on your DocuSign quotes and contracts with ApproveIT 365.

Sign, store, and automate follow-up on your Microsoft Dynamics 365 Business Central Sales Quotes & Orders with ApproveIT 365.

Keeping on track with the quotes & contracts you’ve sent to your prospects is no longer time-consuming. ApproveIT 365 sends your quotes directly to your prospects for approval, fetches your signed sales quote into Microsoft Dynamics 365 Business Central, and promotes it directly to a sales order (where it keeps a signed copy of your quote). Your sales team can now focus on making the sale, instead of spending precious time on follow-ups, and the signed quote will always be stored and available in Microsoft Dynamics 365 Business Central.

ApproveIT 365: Streamline your contract management with ease.

Take complete control over your sales & contract process and streamline every aspect. ApproveIT 365 takes the hassle out of dealing with contracts, creating PDFs, e-mailing and checking on responses, and uploading documents. Let ApproveIT 365 simplify this part of your day-to-day operations.

Here’s why ApproveIT 365 streamlines your sales process:

  1. Effortless Document Sending: Send your documents directly from Business Central to customers in a few simple clicks.
  2. Secure Digital Signatures: Provide a secure platform for customers to digitally sign documents through DocuSign, 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 signatures are securely stored in the created Sales Order 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 documents such as general terms and conditions

Embrace ApproveIT 365 to optimize your sales workflow, enhance customer interactions, and elevate your business to new heights.

The ApproveIT 365 steps for a Sales Quote:

  1. Create a Sales Quote in Business Central.
  2. Promote this Sales Order/Quote, or Order Confirmation to DocuSign using ApproveIT 365.
  3. Your customer/prospect directly receives and then e-signs the invoice per e-mail.
  4. When your customer/prospect has signed the document ApproveIT 365 (automatically) converts this Sales Quote into a signed order
  5. This releases the order to the accompanying process in Business Central (e.g., starting production, order picking, prepping orders, and extending services).

Automate all contract management

When ApproveIT 365 came out, it was focused on the signatures for sales quotes. The functionalities have since expanded and ApproveIT 365 is now compatible with a wide range of document types, ensuring a more versatile and efficient workflow:
  • Sales Quotes, Sales Orders
  • Purchase documents
  • Service Documents
  • Job Documents and Contracts
Are you missing a document type, contact, and let's chat about your needs and if ApproveIT 365 can manage your type of documents

Supported editions

Essential and Premium editions of Business Central.

Supported languages

This app is available in English.

Supported countries

All countries where Business Central is available.

More information

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