Here’s how ApproveIT 365 streamlines your sales process:
- Effortless Document Sending: Send your documents directly from Business Central to customers in a few simple clicks.
- Supported Business Central Documents: Sales, Purchase, Service and Projects.
- ApproveIT 365 for your own documents: You can add the ApproveIT 365 app functionality to your own created documents.
- Secure Digital Signatures: Provide a secure platform for customers, vendors and other business partners to digitally sign documents through DocuSign, ensuring authenticity and peace of mind.
- Automated Sales Orders: Experience automation as ApproveIT 365 converts Sales Quotes into Sales Orders, saving you time and effort.
- Centralized Document Storage: Approved documents with customer signatures from business partners are securely stored in the created Sales Order in Business Central or Azure Storage.
- Peace of Mind for All: Robust security measures ensure that all parties involved can trust the secure signing process.
- Customize your package: Add additional documents such as general terms and conditions
Embrace ApproveIT 365 to optimize your sales workflows, enhance customer interactions, and elevate your business to new heights.