Document Sending+

Save time, postage and printing costs by directly emailing documents from your Dynamics 365 Business Central 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 Business Central.

Benefits of Document Sending

For Customers	For Partners
Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics	Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics
Proven to save time and money by providing a direct way of emailing Business Central 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 Business Central CRM to produce Interactions	Easy installation and setup
Automatically send or proof read before sending	Support pricing matches Business Central Licencing model for ease of quotation
Batch send documents

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 Sending⁺transforms 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 365 Business Central system, Document Sending maintains the ease of use associated with the Business Central 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
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