ApproveIT 365, simplifying approving with Signhost or DocuSign

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 € 42.50 / £ 37.50 / $ 50.00 per month.
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dyn monitor-ApproveIT Follow process in Business Central BC

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
  • Send & sign customer and/or supplier documents directly from BC
  • Documents from third party solutions or bespoke development
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How it works: effortless approvals with DocuSign or Signhost integration

  1. Initiate the workflow: create your document in Business Central and start the ApproveIT flow. Adjust the standard email text if needed, then click “Okay.”
  2. Send via DocuSign or Signhost: your document is sent through DocuSign or Signhost directly to your business partner for review and e-signing.

 

FAQ’s ApproveIT 365

How can ApproveIT 365 benefit my business?

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.

Installation video

Demo video

Visit our Solution Center at https://www.idyn.nl/support/ for product explainer videos, installation videos, documentation and FAQs.

If you have support questions or need direct assistance, please go to our support portal at https://idyn.atlassian.net/servicedesk/customer/portals.

ApproveIT 365 Support Portal

Get started quickly with ApproveIT 365 using our extensive support resources. Access installation videos, product tutorials, FAQs, feature specifications, setup guides, and comprehensive documentation, available 24/7.

ApproveIT 365 Video Portal
https://www.idyn.nl/approveit-365-video/

ApproveIT 365 Support Portal
https://www.idyn.nl/support/

If you still require assistance, please contact your Microsoft Business Partner to submit a support request on your behalf.

Trusted by 10.000+ users – Powered by idyn apps for Business Central

Seamless approvals with Business Central

Manage and let approve documents directly.

Simplify your approval workflows

Streamline decisions and reduce manual steps.

Faster decision-making across teams

Keep processes moving without delays.

All communication in one place

No separate emails or standalone PDF attachments. All emails and PDFs generated in a few clicks.

Reduce errors and manual effort

Standardize workflows and improve accuracy.

Approve anytime, anywhere

Stay in control of your processes wherever you are.

Simplify approvals with DocuSign or Signhost integration

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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.
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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.

Demo request
ApproveIT 365

Request a personalized demo of one of our idyn apps and experience a complete walkthrough in a fully prepared demo environment. We provide ready-to-use demo setups, scripts, and test accounts so you can see exactly how it works in practice.

Discover how ApproveIT 365 simplifies approvals
One of our experts will guide you through the possibilities and show you how we simplify and automate your processes.

Everyone gets a personalized response, so please allow us 24 hours during business days for a reply.

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