https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-documentmerger-7d24fcde-5c34-4294-9bc8-059c49b2a78b/4b777809-0a05-4add-a8eb-fd453f4fd9cf_document-merger-216.png

Ventoo Document Merger

pateikė Ventoo

Combine attachments, incoming documents and reports into one professional PDF in Business Central.

Ventoo Document Merger for Business Central eliminates the manual effort of collecting and assembling related documents when printing or emailing business documents. The easy-to-configure Business Central Extension automatically merges document attachments, incoming documents, related BC reports and static documents such as terms and conditions into a single professional PDF. A powerful three-level rule system - from global defaults to customer/vendor-specific settings down to individual document control - gives you full flexibility while keeping everyday operations fully automated. Whether you are sending sales invoices with shipment notes, purchase orders with receipts, or reminders with the outstanding invoices attached - Ventoo Document Merger handles it all in one seamless step, directly within the standard Business Central printing and emailing workflow.

What are the costs of Ventoo Document Merger?

Thanks to the simple per-tenant licensing and the unlimited number of merged documents, rules and connected document types, the solution can be adapted cost-effectively to the requirements of your organization. You can find the prices for your region on

Support when you need it

The support in English and German by e-mail and telephone not only assists end customers, but also partners and developers in integrating the solution into demanding document processes with dependencies on custom reports, layouts and complex rule configurations.

Also the ideal solution for partners and developers

Thanks to the availability of published integration events in the software - such as OnAfterBuildDocumentList, OnBeforeProcessDocumentEntry, OnAfterMergeDocuments and OnBeforeAttachInvoiceToReminder - it is easy for developers to customize the solution to meet individual requirements. In addition, Business Central integration partners can benefit from partner pricing when purchasing Ventoo Document Merger for Business Central via the CSP channel for their customers. To do so, please contact our support team at help@ventoo.ch and provide us with your Microsoft ID so that we can activate your CSP tenant for the partner program within 24 hours.

All the benefits at a glance

  • Automatic merging of document attachments, incoming documents, related BC reports and static documents into a single professional PDF - directly within the standard Business Central print and email workflow
  • Powerful three-level rule hierarchy: global defaults, customer/vendor-specific rules and full manual control at the individual document level
  • Easy self-service installation with an Assisted Setup wizard that creates sensible default rules and report reference templates in one click
  • Flexible wildcard-based pattern matching and exclusion filters to ensure only the right files are included in each composition
  • Intelligent reminder handling that automatically renders and attaches outstanding invoice PDFs when reminders are issued
  • Cross-document report references to automatically include related documents such as shipment notes with invoices or receipts with purchase orders
  • Static documents with date-based validity for automatic version management of terms and conditions, marketing materials or compliance certificates
  • Auto-rebuild keeps document compositions in sync when attachments change, while protecting manual adjustments
  • Attach-separately option allows selected documents to be sent as individual email attachments instead of being merged
  • Privacy control to suppress incoming documents from customer-facing emails
  • Extensible software design with published integration events for Business Central developers
  • Partner pricing through the CSP channel for Business Central integrators to benefit from joint revenue and support partners' positioning as trusted advisors

Supported Editions: Supports both the Essential and Premium editions of Microsoft Dynamics 365 Business
Central.
Supported Countries: All countries where Microsoft Dynamics 365 Business Central is available.
Supported Languages: English and German.

Trumpa apžvalga

https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-documentmerger-7d24fcde-5c34-4294-9bc8-059c49b2a78b/da8d4adb-776b-491e-a3ba-a6bcb638d031_Ventoo_Document_Merger_Setup.png
https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-documentmerger-7d24fcde-5c34-4294-9bc8-059c49b2a78b/66ba95fd-6bd9-4ab5-a5ea-db00b2a19c68_Ventoo_Document_Merger_Global_Rules.png
https://catalogartifact.azureedge.net/publicartifacts/ventoo.vto-documentmerger-7d24fcde-5c34-4294-9bc8-059c49b2a78b/1d8937c2-3820-4166-bcef-21ac1b9fb887_Ventoo_Document_Merger_Factbox.png