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What is Zetadocs Delivery?

Zetadocs Delivery emails batches of personalized documents from within Microsoft Dynamics 365 Business Central or NAV, to save finance team time in sending documents such as orders, invoices and statements, using ready to go templates.

Finance processes Zetadocs Delivery helps make more efficient include sales order processing, collections management and remittance advice.

Media

Screenshot of Batch management: Send out documents in batches, setting the sending email address for replies, and including attachments such as standard terms & conditions
Screenshot of Edit before send: Each email is automatically prepared for its recipient using a template, then you can personalize it further at the preview stage
Screenshot of Consolidated batches: Multiple emails in a batch to the same person can be combined into a single email to save overloading their inbox
Screenshot of Combined attachments: Make your suppliers and customers' lives easier by combining all the attached documents into one, easy-to-consume PDF

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Screenshot of Batch management: Send out documents in batches, setting the sending email address for replies, and including attachments such as standard terms & conditions