2 hour implementation for ApproveIT 365 - Sign, store and automate follow-up on your DocuSign quotes with ApproveIT 365.
ApproveIT 365 is a cloud-based integration solution to integrate e-signing into Microsoft Dynamics 365 Business Central using DocuSign. Sign, store, and automate follow-up of your quotes in Business Central with ApproveIT 365.
Our 2-hour implementation service will help you get up and running with ApproveIT 365 quickly and easily. We will:
Configure your account Import your signing data By the end of the day, you will be ready to start using ApproveIT365 to book shipping orders and improve your shipping operations.
More about ApproveIT 365: Keeping on track with the quotes you’ve sent to your prospects will no longer be a time-consuming process. 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.
Why would you use ApproveIT 365? Let your customers digitally sign your sales documents. Sales Quotes are automatically converted into orders and accompanying processes are initiated when digitally signed in DocuSign. Approved documents are stored with customer signature in Business Central. Secure for all signing parties.
Follow these steps: Create a Sales Quote or Sales Order in Business Central. Promote this Sales Order, quote or Order Confirmation to DocuSign using ApproveIT 365. Your customer/prospect reads and then e-signs the invoice directly per e-mail. When your customer/prospect has signed the document ApproveIT 365 (automatically) converts this Sales Quote into a signed order and releases the order to the accompanying process in Business Central (e.g., starting production, order picking, prepping orders, extending services).
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 For more info go to www.idyn.nl/approveit365