Quote, Proposal & Document Sender for Dynamics 365

Key Features

Custom Proposal Template setup table with merge fields for customer, contact, items, prices, terms, logo, and legal footer

Table and page extensions on the Sales Quote / Sales Header so reps generate proposals without leaving Business Central

Merges live CRM, item, and price-list data — no re-keying, no stale numbers

One-click branded document rendering via the BC report/Word-layout engine or a controllable HTML template

Email sending through Business Central's native SMTP / Microsoft Graph connector

WhatsApp delivery via your own Twilio or Meta Cloud API gateway with message tracking

E-signature workflow through DocuSign or Dropbox Sign with a secure signing link

Custom API (OData/REST) page that receives view, open, and accept callbacks from each channel

Event subscriber writes proposal status (Sent / Viewed / Accepted / Declined) back onto the quote

Job queue entry for automatic retry of failed sends and delayed status polling

Dedicated permission sets so document sending and template editing are role-scoped

Audit trail FlowFields showing last-sent channel, timestamp, and current proposal state per quote

Optional Dataverse / Power Platform sync so the same status surfaces in Dynamics 365 Sales dashboards

Deployed first to your sandbox, validated, then promoted to production by ECOSIRE

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Your sales reps already have the customer, the products, and the price list inside Dynamics 365 — yet quotes still get rebuilt by hand in Word, emailed as static PDFs, and then chased for a week with no idea whether the prospect even opened them. This extension closes that gap.

ECOSIRE builds and installs a per-tenant AL extension on your Business Central environment that turns any sales quote into a branded, template-driven proposal in a couple of clicks. It uses table and page extensions on the Sales Header / Sales Quote pages plus a custom Proposal Template setup table, so your salespeople never leave the BC client. Merge fields pull live data — sell-to customer, contact, product/item lines, unit prices from the active price list, payment terms, your company logo and legal footer — into a designed document rendered through Business Central's report/Word-layout engine or an HTML template you control.

Sending is multi-channel: email through BC's SMTP/Graph connector, WhatsApp via a provider gateway (Twilio or Meta Cloud API — your account, your number), or a secure e-signature link through a DocuSign/Dropbox Sign integration. Every send is tracked. When the recipient opens, views, or accepts the proposal, an HTTP callback hits a custom API page and an event subscriber writes the status back onto the quote — so your pipeline reflects reality, not guesswork.

Because it is built to order, the document design, merge logic, channels, and CRM status mapping are tailored to how you sell. We deploy it through your sandbox first, set up the required permission sets and a job queue entry for retries, then promote to production. No instant AppSource download — a real, scoped engagement with a fixed one-time build price and a clear lead time.

What you get

A per-tenant AL extension (.app) built for your Business Central version, installed in sandbox then production

Custom Proposal Template setup table and configuration pages tailored to your branding

Your designed quote/proposal layout(s) wired to live BC merge data

Configured email, WhatsApp, and e-signature channels using your own provider accounts

Custom API page plus event subscribers for tracking and CRM status write-back

Permission sets and a job queue entry for sending, retries, and status polling

Source code, app manifest, and a short admin/runbook document handed over to your team

Knowledge-transfer session and post-deployment support window

Who this is for

Sales Manager

Wants reps to issue consistent, on-brand proposals fast and needs real visibility into which quotes have been viewed and accepted — straight from the Business Central pipeline.

Account Executive / Sales Rep

Needs to turn a Business Central sales quote into a polished proposal and get it in front of the prospect by their preferred channel — email, WhatsApp, or an e-sign link — in seconds, not hours.

Business Central Administrator

Responsible for a clean, supportable environment — wants the capability delivered as a properly scoped per-tenant extension with permission sets, job queue, and a sandbox-first rollout rather than ad-hoc customizations.

How Quote, Proposal & Document Sender for Dynamics 365 Compares

Criterion	ECOSIRE	Custom Build	Competitor
Branded, template-driven quotes generated from live BC data	Included	Partial support	Partial support
Multi-channel send (email + WhatsApp + e-sign link)	Included	Partial support	Partial support
View / accept status written back onto the BC quote	Included	Partial support	Partial support
Built, installed, and supported on your tenant by the vendor	Included	Not included	Not included
Tailored to your branding, channels, and CRM status mapping	Included	Included	Not included
Delivered as a clean per-tenant AL extension with permission sets	Included	Partial support	Included
Fixed one-time price with a defined delivery lead time	Included	Not included	Partial support
Optional Dataverse / Power Platform status sync	Included	Partial support	Not included

Frequently Asked Questions about Quote, Proposal & Document Sender for Dynamics 365

How long does delivery take, and how is it installed?

Typical build-to-order lead time is about 2 to 4 weeks from requirements sign-off, depending on how many document templates, channels, and CRM status mappings you need. ECOSIRE builds the extension, installs it first in your Business Central sandbox for validation, then promotes the signed-off .app to production. It is delivered as a per-tenant AL extension — there is no instant AppSource download; this is a scoped engagement with a fixed one-time build price.

What do you need from us before you start?

Access to a Business Central sandbox (or permission to create one), your branding assets and any existing quote/proposal template, your active price lists, and accounts for the channels you want to use — an SMTP/Graph mail setup, a Twilio or Meta WhatsApp account, and a DocuSign or Dropbox Sign account. Using your own provider accounts keeps message costs and sender identity entirely under your control.

Does this work with Dynamics 365 Sales / Dataverse as well as Business Central?

The core extension lives in Business Central, where your quotes, items, and price lists are. If you also run Dynamics 365 Sales on Dataverse, we can add a Power Platform / Dataverse sync so the proposal status (Sent, Viewed, Accepted) surfaces on your Sales dashboards too. That cross-platform sync is scoped as part of the build when you need it.

How does the view and accept status get back into the CRM?

Each channel reports back via a secure callback to a custom API (OData/REST) page in the extension. An event subscriber then updates a status field and audit FlowFields on the originating sales quote — so when a prospect opens or accepts a proposal, the quote in Business Central reflects it automatically. No manual updating, no separate tracking spreadsheet.

What about ongoing support and updates?

Every build includes a post-deployment support window to resolve any issues. Because Microsoft ships Business Central updates twice a year, we offer an optional maintenance arrangement that re-validates the extension against each major release, updates template or API changes, and handles enhancements. You own the source code and app manifest, so you are never locked in.

Is sending data through WhatsApp and e-sign secure and compliant?

Messages go through your own provider accounts over their authenticated APIs, and signing links use the e-sign provider's secured, audited flow. Within Business Central, access is gated by dedicated permission sets so only authorized roles can edit templates or send documents, and every send is recorded in an audit trail. We follow least-privilege setup and keep all credentials in your tenant's secure storage.