Key Features:

• External Approvals Without System Access: Share documents with customers or vendors and collect approvals without requiring Business Central licenses or logins.
• Document Sharing and Feedback: Allow external users to review documents, add comments, and approve or request changes in a structured way.
• Approval Workflows and Tracking: Monitor approval status in real time with full traceability and audit trail.
• Automated Reminders: Ensure timely responses with automated follow-ups and notifications.
• Multi-Document Support: Handle approvals for offers, contracts, invoices, and other business documents.
• Fully Integrated with Business Central: Initiate and manage approval processes directly from your ERP environment.

Use Cases:

• Customer Offer Approval: Send sales offers for approval and receive clear confirmation before processing orders.
• Self-Billing Invoice Approval: Allow vendors to review and approve self-billing invoices before posting.
• Document Validation with External Partners: Collaborate on contracts, agreements, or other documents requiring external confirmation.

Benefits:

• Accelerate decision-making and reduce approval cycle times.
• Eliminate email back-and-forth and improve communication clarity.
• Maintain full control and visibility over external approvals.
• Strengthen collaboration with customers and vendors.
• Reduce operational risk with structured and auditable processes.