ApproveIT 365

Sign, store, and automate follow-up of your quotes in Business Central with ApproveIT 365.

ApproveIT 365 | Sign, store, and automate follow-up of your quotes in Business Central with 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.

Let clients approve your sales quotes securely, directly from Business Central.

Do you also spend a lot of time on the management of sales documents and the sales approval flow? Skip the hassle of the outdated process where your customers manually sign now and use ApproveIT 365 to securely run your sales approval process with DocuSign directly from Business Central. ApproveIT 365 integrates Dynamics 365 Business Central with DocuSign. Promote your sales documents to DocuSign for (secure) approval. After the e-signatures are received, ApproveIT 365 initiates the follow-up process in Business Central. Signed documents are automatically stored in Business Central.

Contact sales@idyn.nl to get updates and pricing about the release of ApproveIT 365 for Business Central.