Key features and benefits

Control your signed documents and easy follow up signing requests.
Store your approved/signed documents digitally in Business Central.
All your sales information available in Business Central.

ApproveIT 365 is an integration with the eSignature solution from DocuSign .

First step is to create a DocuSign account:
Go to https://account.docusign.com/ and create your DocuSign production account.

To create a demo account for DocuSign, use the following link instead:
https://account-d.docusign.com/

The following document types are supported:

  • All unposted Sales documents (quote, order, invoice, return order, credit memo, blanket order)
  • All unposted Purchase documents (quote, order, invoice, return order, credit memo, blanket order)
  • Service documents (quote, order, invoice, credit memo)
  • Project/Job documents (job)