Zetadocs for Microsoft Dynamics NAV presentation - Watch a presentation on how Zetadocs for NAV can improve sales order processing.

Zetadocs for Microsoft Dynamics NAV

Certified for Microsoft Dynamics NAVZetadoc for NAV is the first UK ISV solution to be Certified for Microsoft Dynamics NAV, and one of only 25 solutions worldwide. Certification confirms that Zetadocs for NAV meets Microsoft's highest standard for partner developed software solutions and is recommended by existing users.

The software helps accounts departments streamline business processes, reduce the costs of handling paper documents and enhance customer service.

It enables Microsoft Dynamics NAV users to create and deliver statements, invoices, remittances and other financial documents instantly from their PC. Zetadocs archives documents so they can be retrieved promptly, helping you to respond to queries instantly.

Simple document capture

Zetadocs for NAV manages the capture and storage of paper and electronic documents that are entered on NAV. For example, it can store copies of inbound sales orders electronically, whether they are received on paper, by fax or by email.  This reduces the risk of incoming documents being lost or misfiled. 

Instant document delivery

Producing, packaging and posting statements, invoices and remittances is a time consuming and costly process. Zetadocs for NAV enables you to deliver accounting documents instantly by email or fax, removing the cost of printing and postage and reducing the time accounts staff spend on administrative tasks.

Choice of delivery methods

"Delivery" options configurable from within Navision

Simple rules can be set up to deliver business documents appropriately by email and fax, as well as being printed, so you can give your customers the choice of how they receive information. Zetadocs for NAV makes it straightforward for users to create and send NAV documents singly or in batches.

Share and retrieve documents quickly

Zetadocs for NAV automatically archives copies of all documents that have been sent, allowing for quick retrieval. Accounts staff will no longer waste time searching for paper documents and storage costs will be reduced, helping you meet compliance guidelines. Zetadocs for NAV archives to SharePoint so that non NAV users such as sales people can access key documents easily, without relying on assistance from the accounts team.

Zetadocs can be used for:

  • Sending sales quotations
  • Letters and mailshots
  • Monthly statement distribution
  • Invoicing and sales order processing
  • Credit control letters
  • Remittance advices

 

Product presentation

Product presentation

Ben Colclough from the Zetadocs Product Team gives a presentation on how Zetadocs for NAV can improve sales order processing.

See how Zetadocs for NAV works

See how Zetadocs for NAV works

This animation shows the process of how Zetadocs for NAV works.

Savings calculator

Savings calculator

See how much you could save with Zetadocs for NAV.

White Paper download

White Paper download

Download the white paper "A Dynamic Solution to Handling Paper" to learn how to improve accounts processes.

Certified for Microsoft Dynamics NAV
Microsoft Gold Certified Partner


User stories

"Zetadocs has revolutionized the way we do business. Instead of spending hours and hours of time printing and then posting accounting documents, we can send them to customers right from our desktop with just a click of a button."

Jamaine Campbell, Customer Service Director, Cedilla Systems

Read the Cedilla customer case study.

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