Automated document emailing

Distribute reports by email from Business Central

 Watch video

Send out sales invoices and statements automatically

The Delivery editions of Zetadocs email batches of documents in PDF format from within Microsoft Dynamics 365 Business Central or NAV using contacts' email addresses, helping your finance team produce and send documents such as orders, invoices and statements.

Icon

Email consolidated batches of documents

Multiple emails for the same recipient are grouped together for convenience, and emails can be sent from a group mailbox so that replies are seen by all the team

Icon

Ensure content is personalized, yet consistent

Templates ensure all emails have appropriate corporate branding, with attachments like terms & conditions automatically appended or additional attachments added when previewing

Icon

Customize and automate for your needs

Zetadocs Delivery Plus can be further customized to meet complex business requirements for delivery rules or content, and to schedule bulk-email batches to run as a background task

See how Zetadocs Delivery can help your business

Features and pricing

Zetadocs
Express

Free

Available at no software cost for up to four users

Delivery and archiving:

 Email any report as a PDF

 Archive copies in Office 365

Zetadocs
Delivery Essentials

£0.00/mth*

Send consistent, personalized documents in batches

All Express features, plus:

 Deliver documents in batches

 Use flexible delivery rules

 Consolidate multiple documents

 Add attachments automatically

 Personalize email templates

 Preview and edit before sending

 File copies into configurable folders

Zetadocs
Delivery Plus

Call for prices

Scheduled batch sending and scope to customize

All Essentials features, plus:

 Schedule delivery of invoices

 Customize to meet your requirements

AppSource

Available on Microsoft AppSource

You can get the Zetadocs Delivery extension for Business Central from Microsoft AppSource here

Testimonials

Zetadocs Delivery Plus saves us one day per week by delivering all of our sales order confirmations, purchase orders and invoices electronically – an invaluable victory for us. Templates can be configured for customer and Business Central users are prompted to send additional information, for example airway bills, which would otherwise be forgotten.

We have used Zetadocs Delivery for a number of years now, the implementation went smoothly and the software has saved us countless hours of printing invoices and filling envelopes. We love the ability to create and amend our own templates for the covering e-mails as required.

Each day we are saving at least 2 working hours with Zetadocs. This equates to 1 week in every month. As well as making my life easier, we have reduced our delivery costs and fine tuned our order to cash process.

Read full case study

What next?

Book your personal, online demonstration with one of our consultants to see how Zetadocs Delivery can help your company.
Download the datasheet on Zetadocs Delivery or look at our videos, brochures and other resources.

In depth: Technical information about Zetadocs, Online help and future enhancements for Zetadocs

 Book demo Videos, etc

Equisys Logo, Document Management and Expense Management for Business Central
 

Replaced by script
Recent news

Corporate travel and entertainment (T&E) expenses can often be high, especially if not tightly controlled. When you add the time & costs associated with processing all these expenses to ensure ...

This article describes the new features and other improvements in the July 2021 update of the Zetadocs Delivery and Zetadocs Capture Extension for Business Central.  Release ...