Home | Products | Zetadocs | Zetadocs Delivery

Automated document emailing

Distribute reports by email from Business Central and NAV

 Watch video

Zetadocs Delivery

Automated document emailing

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 customer invoices and statements.

Icon

Email consolidated batches

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

Icon

Consistent personalized content

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

Icon

Further customization, automation

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

How can Zetadocs help your business?

Book a personal, online demonstration with one of our consultants to see how Zetadocs Delivery can help your company.

 Book a demo

Seamless integration with Business Central and NAV

Zetadocs is designed for Business Central and NAV. This means you don’t need to leave Microsoft Dynamics to send out batches of invoices using contacts in the database, check the delivery progress of these emails using the Zetadocs Outbox, or view in the Zetadocs Documents FactBox what has been sent and archived. The Zetadocs Activity Log also gives you a full audit history and record of all documents sent with Zetadocs.

Get the Zetadocs Delivery and Zetadocs Capture Extension for Business Central in AppSource now.

Equisys Logo, Document Management and Expense Management for Business Central
 

Recent news

How a cloud-based expenses system benefits: the submitter
We’ve previously spoken about how businesses can benefit from moving their expenses to the cloud (including enhanced security and reduced operating costs). In our new three-part blog post ...

How to prevent fraudulent expense claims
Action Fraud, the UK’s national reporting centre for fraud and cyber-crime, claims that nearly one in five businesses have been defrauded by an employee at some point. Claiming false travel and ...