Keeping on track with the quotes & contracts 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. Next to Sales Quotes, ApproveIT 365 is also compatible with purchase documents, service documents, and jobs.
Let clients approve your sales quotes with utmost security and convenience, all directly from the heart of your business operations – Business Central. With ApproveIT 365, the process is seamless: send out sales quotes with ease, and enable your valued customers to digitally sign them securely through the renowned platform, DocuSign. Eliminate manual paperwork and delays as signed quotes are automatically converted into sales orders, streamlining your follow-up procedures effortlessly. Rest assured, all approved documents with customer signatures are safely stored within Business Central. Maximize efficiency and ensure a smooth, trusted approval experience for your clients with ApproveIT 365.
Embrace the future of contract approvals with ApproveIT 365. Streamline your sales process, enhance customer experiences, and take your business to new heights. Try ApproveIT 365 now and unlock the potential of efficient document management. ApproveIT 365 is compatible with a wide range of document types, ensuring a more versatile and efficient workflow: Sales Quotes, Purchase, and Service Documents, and Jobs.
Installing and using ApproveIT 365 is fairly straightforward, especially with our short video guides. The installation process is a breeze, simply follow the user-friendly steps in the ApproveIT 365 installation wizard and set up your DocuSign account.
Once you’re up and running, sending documents to clients for secure viewing and signing through DocuSign becomes a seamless task. With a few clicks, your clients can safely e-sign the quotes, and the signed documents are automatically stored alongside the corresponding Sales Order. Simplify your quote approval process and improve efficiency with ApproveIT 365’s integration with DocuSign.
Benefit from streamlined processes, enhanced efficiency, and improved document management with ApproveIT 365.
ApproveIT 365 is the ideal choice for streamlining your quote approval process in Business Central. By using ApproveIT 365, you can effortlessly send Sales Quotes, directly to your clients from within Business Central, saving valuable time and effort.
The seamless integration with DocuSign ensures a secure and efficient e-signature process, allowing your customers to digitally sign sales documents with confidence. Once a document is digitally signed in DocuSign, ApproveIT 365 automatically converts Sales Quotes into Sales Orders.
Furthermore, the solution takes document management to new heights by securely storing approved documents, complete with customers’ signatures, directly within Business Central. With robust security measures in place, ApproveIT 365 ensures the safety of all signing parties, providing peace of mind throughout the approval process. Embrace ApproveIT 365 today and experience heightened efficiency, enhanced customer satisfaction, and seamless document management.
Make your business faster, simpler, and more cost-efficient with electronic agreements. DocuSign offers you intuitive signing experiences across virtually any device. Find out why DocuSign is the number one way to send and sign documents, and how it saves you time and money by visiting their website.
Embrace ApproveIT 365 to optimize your sales workflow, enhance customer interactions, and elevate your business to new heights.
A: ApproveIT 365 is a solution designed to streamline and automate quote approvals and signature processes within Business Central.
Integrating DocuSign with Business Central.
ApproveIT 365 allows you to send out documents, such as quotes, directly from Business Central and enables your customers to safely e-sign them using DocuSign. This streamlines the process, making it more efficient and secure.
Yes, with ApproveIT 365, signed quotes are stored directly in the corresponding sales orders within Business Central. This ensures easy access and seamless integration with your existing workflow.
In the manual, you can find more info about the setup of ApproveIT 365.
We have created two demo videos that provide an in-depth explanation of how to install and use ApproveIT 365. Follow the provided link to watch these videos and discover the power of this innovative solution.
Yes, product support is available via support@idyn.nl.
Find the support page here: idyn
The up-to-date manual for ApproveIT 365 offers solutions for the most common issues.
To use ApproveIT 365 you need two components:
| Business Central SaaS Business Central On-Premises 15+ |
Yearly subscription – Price per month* per BC company |
|---|---|
| ApproveIT 365 | € 39,50 |
| Custom workflows | Contact sales@idyn.nl |
| DocuSign account | Contact sales@idyn.nl or visit docusign.com/plans-and-pricing |
*Standard yearly period, 25% uplift applies for monthly invoicing.