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 € 39.50 / £ 35.00 / $ 45.00 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
  • 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.

 
Which banks are supported by Direct Banking?

A complete list of all banks can be found on the Ponto website. For the Cobase Bank Connector, almost all banks are available to connect. This includes all big European banks.

Direct Banking is available worldwide with the W1 localization. Next to that, Direct Banking is currently available for NL and BE localization in Business Central. Major Dutch banks that can be integrated via Direct Banking include ABN-AMRO, Rabobank, ING, Triodos, SNS Bank, RegioBank, ASN Bank, Knab, Bunq, DHB, Van Lanschot en BNG Bank.

There are two processes. The bank statement process and the payment process. Both are explained in our demo video (NL).

Yes, you can activate multiple banks and bank accounts in your Ponto account. All these accounts will be synchronized within your Business Central environment.

Direct Banking is available for Business Central SaaS and for Business Central OnPrem. Direct Banking for OnPrem is available from BC 18+ and all higher versions.

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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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