About Zetadocs Delivery
Zetadocs Delivery is a document delivery software from Equisys that supports the move away from paper-based processes. It includes smart invoice capture, automatic order matching, and simple invoice approval so businesses can manage their documents more efficiently. The platform ensures accurate handling and distribution of financial documents, improving overall organizational workflow. Additionally, it allows for smart expense capture and provides control over expense spend. With these features, companies can reduce errors and improve visibility on their accounts. Key capabilities: smart invoice capture automatic order matching simple invoice approval smart expense capture control expense spend Best for: finance teams that need to manage and deliver documents effectively.
Zetadocs Delivery is an advanced document automation tool designed to streamline the distribution of financial documents for users of Microsoft Dynamics 365 Business Central and NAV. It enables businesses to efficiently send invoices, statements, and purchase orders in bulk via email, saving significant time and effort for finance teams. This solution integrates directly with Microsoft Dynamics, providing a seamless user experience with features like email templates for consistent branding, automatic attachments, and group mailbox support to ensure team-wide visibility. Zetadocs Delivery offers various editions to cater to diverse needs, from free entry-level options to customizable premium versions. The software’s core functionality centers on automating document emailing, consolidating deliveries, and providing flexible delivery rules. Users can send multiple documents to the same recipient in a single email, preview and edit messages before dispatch, and schedule batch deliveries with the higher-tier subscription. Archiving capabilities further enhance the tool's value, with copies of documents stored in Office 365 for easy retrieval. Customizable templates ensure all communication aligns with corporate branding, while configurable folders improve the organization of archived files.
Pros & Cons
- +Saves significant time by automating document distribution.
- +Ensures consistent and professional communication.
- +Reduces costs by eliminating manual processes.
- +Integrates seamlessly with Microsoft Dynamics 365 and Office 365
- −Advanced features require higher-tier subscriptions.
- −Limited to Microsoft Dynamics and NAV users.
Features
Key features
- 1. Batch Management
- Enables sending documents in bulk, grouping emails for the same recipient for convenience.
- 2. Email Templates
- Ensure all emails maintain consistent branding while allowing personalization.
- 3. Consolidated Deliveries
- Groups multiple documents for the same recipient into a single email, streamlining communication.
- 4. Flexible Delivery Rules
- Customizable rules to manage how documents are delivered.
- 5. Scheduled Batch Sending
- Automates the scheduling of document delivery (Plus edition).
Additional features
- 1. Document Emailing
- Enables the distribution of personalized financial reports and documents in PDF format.
- 2. Office 365 Archiving
- Archives copies of sent documents directly in Office 365 for easy retrieval.
- 3. Attachment Management
- Automatically appends attachments like terms & conditions or allows manual addition during previews.
- 4. Customizable Templates
- Provides tools to create email templates that match corporate branding and language preferences.
- 5. Group Mailbox Support
- Emails can be sent from shared mailboxes, ensuring team-wide visibility of replies.
- 6. Preview and Edit
- Allows users to preview and make adjustments before sending documents.
- 7. Configurable Folder Filing
- Supports filing document copies into user-defined folders for organized storage.
Pricing
Monthly plans
Zetadocs Delivery Essentials
USD 10
Countries & Languages
Available in
Interface languages
Billing currencies
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About Zetadocs Delivery
Zetadocs Delivery is a document delivery software from Equisys that supports the move away from paper-based processes. It includes smart invoice capture, automatic order matching, and simple invoice approval so businesses can manage their documents more efficiently. The platform ensures accurate handling and distribution of financial documents, improving overall organizational workflow. Additionally, it allows for smart expense capture and provides control over expense spend. With these features, companies can reduce errors and improve visibility on their accounts. Key capabilities: smart invoice capture automatic order matching simple invoice approval smart expense capture control expense spend Best for: finance teams that need to manage and deliver documents effectively.
Zetadocs Delivery Details
Zetadocs Delivery's In-App Market Place
Does Zetadocs Delivery have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Zetadocs Delivery Essentials
USD 10
Accepted Payment Currencies
USD ($)
Pros & Cons
- Saves significant time by automating document distribution.
- Ensures consistent and professional communication.
- Reduces costs by eliminating manual processes.
- Integrates seamlessly with Microsoft Dynamics 365 and Office 365
- Advanced features require higher-tier subscriptions.
- Limited to Microsoft Dynamics and NAV users.
Zetadocs Delivery's Support Options
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