MES Manufacturing execution system
Records produced quantities and times used at workstations, with barcode entry, in Microsoft Dynamics 365 Business Central.
EOS SolutionsPaid
Clever Document Delivery
by Clever DynamicsMicrosoft 365Paid
Send Business Central documents as PDF email attachments to defined recipients using account-level delivery rules.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Clever Document Delivery sends Business Central documents as PDF email attachments to defined recipients. Rules can be set by document type and account, with options to consolidate attachments, group invoices by bill-to customer, or add outstanding invoices to customer statements. The app logs sent emails and supports resending documents. It also supports password-protected PDFs and email templates containing contact and content information.
Key capabilities
from the Microsoft Marketplace listingRecipient rules
Define recipients for each document type and account.
PDF email delivery
Send documents as PDF attachments in emails.
Attachment consolidation
Combine multiple attachments into a single PDF.
Invoice grouping
Group invoices by bill-to customer or add outstanding invoices to the back of a customer statement.
Email history
Maintain a log of sent emails and resend previously sent documents.
PDF password protection
Set a password against a customer or vendor account to protect generated PDFs.
Email templates
Define templates that use contact and content information.
Use cases
- A customer or vendor can receive documents at a defined account contact.
- Outstanding invoices can be included with a customer statement.
- Previously sent documents can be resent from the email log.
In the catalog
19 plugins in Dynamics 365 Business Central · Project Management
Price distribution: 2 free, 17 paid
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 makes that happen with minimal effort, you can set rules for an …»