Quote, Proposal & Document Sender for Dynamics 365

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.

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.

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.

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.

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.

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.