Send Documents Quickly and Easily
This addon allows you to fax or e-mail any document from within Microsoft Dynamics NAV. Create e-mails with PDF attachments that look exactly like the printed report, or automatically send a fax to the customer's listed number.
E-mails are created from templates which can include Dynamics NAV info such as the document numbers, order totals, customer information, or anything else.
Sending from the invoice creates a personalized e-mail with a PDF attachment.
Deliver Documents How Customers Want Them
You may also specify a preferred delivery method for each customer: e-mail, fax, or a hard copy (printed out) to be mailed. For periodic printing, like monthly customer statements, overdue reminders, or daily invoices, the addon can generate e-mails, send faxes, and print hard copies in batches based on the pre-defined customer settings.
Set the customer delivery preference on their card.
Easy PDF E-mail & Fax to streamlines your processes, saving time and resources. Provide a better customer experience by delivering documents quicker and in each customer's preferred method.