ApprovetIT faqs

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What is ApproveIT 365?

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.

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.