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Send personalized emails your recipients will trust – with the Document Handling app for Business Central
Document Handling provides you a full-featured solution to send emails with documents attached from Microsoft Dynamics 365 Business Central.
This is why your Business Central needs Document Handling
In Sales you want to email Order Confirmations, Invoices etc to the customers. In Purchasing you want to email purchasing documents to the suppliers.
Out-of-the-box Business Central may get you some of the way, but Document Handling enables you to easily manage language versioning, edit the email content before sending, personalize, manage multiple recipients etc.
It’s everything you need to send email with attached documents from Business Central.
It’s also about trust
Many system-generated emails are not trusted, because they are not personalized and understandable for the recipient. Don’t let your Invoice be mistaken for a malicious email attachment. It’s bad for your brand – and you don’t get paid.
When you personalize the email, send it from your own email address, use the right language and name the attachment with an understandable name in the correct language – then your email will be trusted.
Main features
- Use templates: Create email templates for different purposes, like Quotes, Invoices, Order Confirmations, Shipment Notes, Credit Notes etc.
- Manage multiple languages: Manage language versioning of email templates. You may translate you Invoice-template into 12 languages, and the language code on the specific customer will determine your email language. If your recipient speaks Spanish, you automatically get the Spanish version of the email template.
- Select recipients: You may select multiple recipient email-addresses from the Customer or Vendor card. You may add recipients as CC or BCC. You are not confined to a primary contact.
- Make more sense: You may configure the naming of the attached documents – and let it reflect your language versioning. English-speaking recipient receive an “Invoice”-document, and French-speaking receive a “Facture”. This makes much more sense for the recipient, and attachments are not mistaken for being malicious.
… and these are the most popular features:
Abakion is your one-stop shop for Apps
Book a Q&A-session about the app
If you have questions about the app – after watching the video with the demonstration – you can sign up for a free Q&A-session with one of our experts. You can ask any question you may have.
STEP 1: Watch the demos
First, please watch the videos with the demonstration of the app:
STEP 2: Book a meeting
Pick a date in the list – and book it in your calendar.
| Dato | Kursus | Book now |
|---|---|---|
| 15AUG | Personal Q&A-session. In English. You will receive presentation videos to prepare for this Q&A-session. | Book now |
| 15AUG | Personal Q&A-session. In English. You will receive presentation videos to prepare for this Q&A-session. | Book now |
Document Handling works smoothly with apps like:
Document Customizer
– customize and layout your documents in Business Central in only minutes.
Master Data Information
– the simple way to manage master data in Business Central
Purchase Order Management
– get an actionable overview of all requests unresponded by suppliers.
The features of Document Handling
Purpose and language specific templates
Design customized email templates for various purposes such as Quotes, Invoices, Order Confirmations, Shipment Notes, and Credit Notes. Efficiently manage each template in multiple languages to cater to your diverse customer base.
Language versioning of attachment naming
Effortlessly attach documents to emails and customize their names based on the client’s language, ensuring smooth and efficient processing for your clients.
Dynamic email signatures
Automatically generate email signatures that include the name and contact information of the Sales or Purchase person, along with the company logo and other relevant details.
Set multiple recipients for your emails
For each of your customers or vendors, you can specify as many recipients as needed. Indicate whether each recipient should be in the ‘To’, ‘CC’, or ‘BCC’ field to match your requirements
Use HTML to customize email signatures
Add a generic email signature to your emails and easily edit it in HTML to enrich it with company logo and more.
Batch post and send orders
Post and send orders in a single step, or opt to batch post and send multiple orders simultaneously.
Issue and send reminders
Easily issue one or several reminders in one step.
Send statements automatically
Forward statements upon request or automate the process by using job queues to send them automatically.
Getting started with the app
Download and install now
Read the step-by-step guide
Watch user guide videos
Document Handling pricing
Single app
Single user is DKK 120,00.
The more users you subscribe to, the cheaper each becomes. Watch video about the price model »
As part of the App Bundle
Talk to a real human
Have a chat with our app managers Bo H. Hansen and Thomas Halse about pricing and subscriptions:
appsales@abakion.com
We will reply in English.
Support
If you have specific questions about functionality or how to get started, you may contact our support team at frontdesk@abakion.com or call us at +45 70 23 23 17. We will help you find the right video guides, if available.
We strive to provide you a qualified response as quickly as possible, at least within 24 hours but often much quicker.
At all times we will keep you informed about who is working on your support inquiry and how soon you can expect a response.