ApproveIT 365
Simplify Approving
Simplify document approvals with ApproveIT 365
Save up to 80% of your time on document approvals in Microsoft Dynamics 365 Business Central. With ApproveIT 365, there’s no need for manual PDF handling or composing emails with attachments simply start the workflow directly in Business Central.
ApproveIT 365 is priced from €39.50 / £35.00 / $45.00 per month.
The powerful benefits of ApproveIT 365
Use ApproveIT 365 to streamline approvals for all Business Central document types:
The powerful benefits of ApproveIT 365, approving of:
- Sales documents
- Purchase documents
- Add additional documents (non BC documents) for approval
- Service documents
- Project documents
- Documents from third party solutions or bespoke development
How it works: effortless approvals with DocuSign integration
- Initiate the workflow: create your document in Business Central and start the ApproveIT flow. Adjust the standard email text if needed, then click “Okay.”
- Send via DocuSign: your document is sent through DocuSign directly to your business partner for review and e-signing.
Simplifying effortless shipping from Business Central with ApproveIT 365
Real-Time status tracking
Stay updated on your document’s progress with live status updates in Business Central. Track each stage in the approval process, from sent to signed, with ease.
Digital signing and feedback or review
Your business partner can review, sign, and add comments to the document online via DocuSign. Every action is securely logged and stored.
Secure Storage in Business Central or Azure Storage
Once signed, the document is stored automatically in Business Central or Azure Storage.
Create Custom Workflows in Business Central based on signed documents
Use the signed document to trigger any custom workflows you’ve set up within Business Central to automate various related processes.
Elevating 3,500 Businesses Worldwide through Smart Apps
Your business partner can read your documents via an email link in DocuSign.
Your business partner can approve and sign your documents in DocuSign.
Once your document is send you can follow the signing process in BC.
Always an actual status of the document signing process in Business Central.
