Take the pressure off and let Clever Document Delivery send essential documents for you!
Spending most of your day sending out documents? Spend your time planning for the future and growing your business with Clever Document Delivery instead. Let the software do the hard work; simply select your documents, your recipient and set the rule for the account.
Send invoices, statements, order confirmations, purchase orders, reminders, remittance advice and many more types of documents with Clever Document Delivery and Microsoft Dynamics 365 Business Central.
Password protect those confidential attachments to ensure they are secure and safe.
Merge PDF’s, such as Terms of Business with other documents if required.
Clever Document Delivery does the work for you. After setting the account rules, sit back and relax!
As it uses standard Dynamics 365 Business Central job queues and logs. If there are any issues with sending, it will notify you automatically.
Multiple attachments in emails
Want to send all outstanding invoices with the latest statement?
Clever Document Delivery can do this for you. Configure reminders to ensure your document delivery processes are standard practice in your business.
Easily edit the email body (almost as if you’re in Outlook) to create on-brand emails.
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And it gets better!
Easily set up your delivery rules for an account, and you are good to go!
Save on paper and send all your important document via email.
Integrate with AssureSign to get contracts and those other important documents signed, sealed and delivered.
Expert advice when you need it
Our UK-based support team can provide advice on how to save time and get the most out of Clever Document Delivery.