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Quotes and Invoices

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Posted on by Philj

Hi All,

I have a customer that wants to add standard Ts & C's to all quotations and invoice in Dynamics, they want the to automatically be part of the layout when sending quotes/invoice direct from Dynamics. has anybody done this for their customers before?

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Community Member Microsoft Employee on at

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RE: Quotes and Invoices

Philj,

If they want to have a separate PDF attachment just for T&C's, then look at Continia Document Output. You can send document with additional attachments that you can define.

www.continia.com/.../

Thanks,

Steve
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Greg Cole 10 on at

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RE: Quotes and Invoices

If you are considering an add-on, take a look at Zetadocs Delivery to automate document emailing for Business Central or NAV.

Adding T&C's to all quotes and invoices automatically is super simple using document templates. Zetadocs also has options to merge all attachments into the quote/invoice or send as separate PDFs attached to the email.
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MahGah 15,433 on at

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RE: Quotes and Invoices

Hi

I wonder if the below concept can work here. Thanks

https://www.navug.com/communities/community-home/digestviewer/viewthread?GroupId=49&MessageKey=c4c837e0-7a33-4273-989c-01bd083d64f5&CommunityKey=95503735-5a0b-4af1-8326-9bd7bb3b4d3d&tab=digestviewer