Do you spend a lot of time sending collection emails to customers?
Is it time consuming to send statements and documents via email?
Eliminate cumbersome paper-based and time-consuming processes for sending out documents such as invoices, sales orders, purchase orders, statements, reminders, remittance advices and credit memos in Dynamics 365 Business Central with Clever Document Delivery.
Sit Back and Relax
With Clever Document Deliveries straightforward and defined email templates they will pull through the correct contact and content information to personalise each communication.
Email individual documents or batches of documents, instantly, or scheduled for sending at the end of the day/overnight – all from within Microsoft Dynamics 365.
Be confident in what you are sending
It’s easy to create transactions in your Microsoft Dynamics 365 Business Central system, but you need your customers, vendors and anyone else you define, to get and action the resulting documents instantly and accurately.
Clever Document Delivery is user friendly and easy to customise for your own requirements; including being able to set passwords on PDF documents to ensure security.
Being able to customise who receives the documents at the other end means that they can be actioned quicker because the right person in the right department is dealing with it, let’s be honest Bob in the warehouse doesn’t need to deal with invoices!
Know it has made it to the right inbox
Tracking all sent documents, informing you if a document has errored during send and why is key. Use Clever Document Delivery to help your team to resolve the issue internally and resend the document swiftly.
No major project, start today
Help ease the drudgery of manual and paper based tasks in your operations with Clever Document Delivery for Dynamics 365 Business Central.
Quickly send documents to customers and vendors
Want to get started with Clever Document Delivery?
Call us on 01902 578300 or use the form below to transform your office-based operations.