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Integrated Electronic Emailing of Dynamics NAV Documents

Rated '9 out of 10' by its customers!

Save time, postage and printing costs by directly emailing documents from your Dynamics NAV software with Document Sending+. For those who are sending even small quantities of Invoices and quotes, this fully integrated solution allows you to send documents directly from NAV.

Benefits of Document Sending

 

For Customres For Partners
Fully integrated with Microsoft Dynamics NAV - Certified for Microsoft Dynamics Fully integrated with Microsoft Dynamics NAV - Certified for Microsoft Dynamics
Proven to save time and money by providing a direct way of emailing NAV documents Off the shelf tool to provide your existing and new customers with key functionality
Set up different rules for each customer or supplier for where different documents are sent to Support with first installation
Integrates with NAV CRM to produce Interactions Easy installation and setup
Automatically send or proof read before sending Support pricing matches NAV Licencing model for ease of quotation
Batch send documents  
Send HTML documents, including from Segments  

 

Demonstration

Watch the demonstration video to learn how Document Sending+ can improve your document management and emailing processes.

Whether an invoice or purchase order is required immediately, a customer needs an updated statement or an email marketing campaign needs to be delivered, Document Sendingtransforms electronic document management and delivery from a time and money consuming process into a vital and active business tool by significantly improving the efficiency of emailing and printing your documents.

Integrating directly into your Dynamics NAV system, Document Sending maintains the ease of use associated with the NAV interface whilst providing extra features to allow businesses to work more efficiently and responsively.

Features

  • Ability to set up multiple recipients and sending types per document
  • HTML format emails with built in editor
  • Integration with Segments
  • Delay Send/ Scheduled Send
  • Batch Emailing, with the option to merge emails sent to a recipient into a single email
  • Email templates – including advanced ‘StyleSheets type’ templates, where both document header and lines are included in the body of the email
  • Additional attachments included in the email – both pre-defined (as part of the email template) and ad-hoc
  • Configurable recipient email address – using the email on the document card, customer email, or contact email
  • Letterheads per company or responsibility centre
  • Automatic archiving of sent documents
  • Use outlook or smtp emailing (smtp supported on all clients)
  • Send item related attachments, such as item specifications with orders

Document Sending and Document Sending+ Functionality

In Dynamics NAV 2016 and previous versions, we provide Document Sending and Document Sending+. For NAV 2017 onwards we have merged the products into one solution - Document Sending+ with all of the features of the fully featured products and a lower total price.

 

Feature Document Sending Document Sending+
Send Microsoft Dynamics NAV documents via multiple formats (e.g. Email, Fax, Hard Copy)
define email templates that are personalised for the document/ recipient
Send to multiple recipients
Setup for up to 5 document templates
Personalisation with company letterhead
Full history of all correspondence
Review emails and update details before sending
Errors in setup are flagged
Option to send immediately with editable email content
Unlimited Attachments  
Integration to Segments  
Send multiple batched documents in single emails  
HTML Emails  
Send entries at scheduled times of the day  
Send ad-hoc attachments linked to Document Receiving  
Auto archive of electronic copies  
Integration with SharePoint  

I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our team

Lee Crowhurst, Technical Director

Partner with the Experts

With over 200 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licencing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.