by IDYN B.V.
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.
ApproveIT 365: Streamline your contract management with ease.
Here’s why ApproveIT 365 streamlines your sales process:
- Effortless Document Sending: Send your documents directly from Business Central to customers in a few simple clicks.
- Secure Digital Signatures: Provide a secure platform for customers to digitally sign documents through DocuSign, ensuring authenticity and peace of mind.
- Automated Sales Orders: Experience automation as ApproveIT 365 converts Sales Quotes into Sales Orders, saving you time and effort.
- Centralized Document Storage: Approved documents with customer signatures are securely stored in the created Sales Order in Business Central for easy access and organization.
- Peace of Mind for All: Robust security measures ensure that all parties involved can trust the secure signing process.
- 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:
- Create a Sales Quote in Business Central.
- Promote this Sales Order/Quote, or Order Confirmation to DocuSign using ApproveIT 365.
- Your customer/prospect directly receives and then e-signs the invoice per e-mail.
- When your customer/prospect has signed the document ApproveIT 365 (automatically) converts this Sales Quote into a signed order
- 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
- Sales Quotes, Sales Orders
- Purchase documents
- Service Documents
- Job Documents and Contracts
Essential and Premium editions of Business Central.
This app is available in English.
All countries where Business Central is available.
For more info go to www.idyn.nl/approveit365