ApproveIT for BC

ApproveIT 365, simplifying approving with 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.

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

How it works: effortless approvals with DocuSign integration

Initiate the workflow: create your document in Business Central and start the ApproveIT flow. Adjust the standard email text if needed, then click “Okay.”
Send via DocuSign: your document is sent through DocuSign directly to your business partner for review and e-signing.

Simplifying effortless shipping from Business Central with ApproveIT 365

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.

Contact us

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