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. They may be created in any language. The language of the message will be linked to the Language Code on the Foreign Trade FastTab of the Customer Card.
Sending from the invoice creates a personalized e-mail with a PDF attachment.
Batch-send or Instantly Send Your Documents
Easy PDF allow users to either automatically send or batch send:
- Customer Statements
- Posted Sales Credit Memos
- Posted Sales Invoices
- Finance Charge Memos
Set the Customer Delivery Preference on the Customer card, which is used to batch deliver documents.
Easy PDF E-mail & Fax streamlines your processes, saving time and resources, and provides a better customer experience by delivering documents the way your customer wants to receive them.