Easily email docs to customers and vendors with our auto feature - one click or less.
Auto Email simplifies and speeds up your email communications with customers. Whether you need to automatically send posted documents, support collections, or customize the email experience for sales and purchase documents, our app makes it easy. With Auto Email, you can streamline your accounting department's workload and free up valuable time.
Here's a summary of our app's features and benefits:
- Automatically email sales quotes, sales orders, sales return orders, and purchase orders upon release.
- Convert sales quotes to sales orders and automatically send them via email.
- Post sales documents and automatically send them via email.
- Send collection emails to customers with just one click, supporting non-paid and short-paid collections and open sales collections.
- Email multiple documents from lists with just one click.
- Send sales order status emails to customers.
- Embed documents in the email body text.
- Automatically send monthly statements to all customers.
- Consolidate documents in one email daily at a set time or frequency.
- Include default and specific attachments with all document types.
- Attach specific documents on items and resources (if included) and send them with sales quotes, orders, invoices, etc.
- Automatically send documents (like price lists and tax documents) to customers, vendors, and contacts.
Experience the benefits of Auto Email for yourself by clicking the "Get Trial Version" button.
This app supports the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
All countries where Microsoft Dynamics 365 Business Central is available.
English (United States).