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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Quotes and Invoices
Small and medium business | Business Central, N...
Suggested Answer

Quotes and Invoices

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Posted on by Philj 4

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? 

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    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

  • Suggested answer
    Greg Cole Profile Picture
    Greg Cole 10 on at

    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.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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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