Clever Document Delivery
by Clever Dynamics
Send the right documents to the right people, quickly and easily
It’s easy to create transactions in your Microsoft Dynamics 365 Business Central system... but you need your customers, vendors and anyone else you define, to get and action the resulting documents instantly and accurately.
Clever Document Delivery makes that happen with minimal effort, you can set rules for an unlimited list of recipients for each document type, per account and send them out as PDFs attached to emails.
You need the flexibility to define exactly how they want to get those documents. With Clever Document Delivery you can consolidate multiple attachments into a single PDF, group invoices by their bill-to customer or merge outstanding invoices to the back of the customer statement.
It's completely secure too! Optionally set a password against the customer or vendor account to add password protection to the PDFs that are created.
Use Clever Document Delivery to:
- Quickly send documents to customers and vendors
- Maintain a log of all emails that have been sent, as well as easily resend previously sent documents
- Define who should be receiving documents making sure that the correct person is dealing with the correct documents
- Password protect the documents being sent, so only those with the correct authority can view those documents
- Define email templates that pull through the correct contact and content information to personalize each communication
Clever Document Delivery makes sending documents as simple and cost-effective as it’s possible to be! Click here to view app pricing.
This app is part of our Clever Essentials family of apps, which includes Clever Document Delivery, Clever Document Links, Clever Data Validation, Clever Credit, Clever Global Search, Clever Comments and Clever PrintNode Integration. When purchased together you save over £100! These apps make entering, finding, storing, sending and printing information, easier, quicker and more accurate. Then, to top it off, it adds the credit rules you need to take the risk out of your customer accounts.
Microsoft Dynamics 365 Business Central Essentials & Premium
Australia, Austria, Brazil, Belgium, Canada, Colombia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, Indonesia, Ireland, Italy, Japan, Korea, Latvia, Lithuania, Malaysia, Malta, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Portugal, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, UK, United States, Vietnam