示意预览Generate branded quotes and proposals from Dynamics 365 Sales / Business Central data and send them by email,
WhatsApp, or e-signature link — with view and accept status flowing back to your CRM. Built to order and installed by
ECOSIRE as a per-tenant AL extension.
什么是 Quote, Proposal & Document Sender for Dynamics 365？
Generate branded quotes and proposals from Dynamics 365 Sales / Business Central data and send them by email, WhatsApp, or e-signature link — with view and accept status flowing back to your CRM. Built to order and installed by ECOSIRE as a per-tenant AL extension. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线，并包含两周上线支持。我们交付的代码中的缺陷免费修复。
关于此产品
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.
你得到什么
- 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
这是给谁的
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.
Quote, Proposal & Document Sender for Dynamics 365 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Dynamics 365 Business Central 原生 |
|---|---|---|---|---|
| Branded, template-driven quotes generated from live BC data | 包含 | 部分支持 | 部分支持 | 部分支持 |
| Multi-channel send (email + WhatsApp + e-sign link) | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| View / accept status written back onto the BC quote | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Built, installed, and supported on your tenant by the vendor | 包含 | 不包括在内 | 不包括在内 | 不包括在内 |
| Tailored to your branding, channels, and CRM status mapping | 包含 | 包含 | 不包括在内 | 不包括在内 |
| Delivered as a clean per-tenant AL extension with permission sets | 包含 | 部分支持 | 包含 | 不包括在内 |
| Fixed one-time price with a defined delivery lead time | 包含 | 不包括在内 | 部分支持 | 不包括在内 |
| Optional Dataverse / Power Platform status sync | 包含 | 部分支持 | 不包括在内 | 不包括在内 |
关于Quote, Proposal & Document Sender的常见问题
How long does delivery take, and how is it installed?
Typical build-to-order lead time is about one working week 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.
相关模块
Promotions, Discounts & Coupon Engine
A rules-based promotions engine for Dynamics 365 Business Central that applies mix-and-match, BOGO, tiered and time-boxed offers automatically at POS and checkout — built and installed by ECOSIRE as a per-tenant AL extension.
QR Table Ordering & Self-Service
A per-tenant Business Central AL extension that turns every table into a self-service ordering point: guests scan a QR code, browse a mobile menu, order, reorder and pay, with each ticket routed to the KDS and posted into Business Central. Built, installed and supported by ECOSIRE on your BC environment.
Recipe, Menu Engineering & Food Cost
A per-tenant Business Central extension that turns BC items into recipes and menus, tracking true food cost, theoretical-vs-actual variance, margins and live ingredient depletion. Custom-built, installed and supported by ECOSIRE.
Recruitment & Applicant Tracking (ATS) for Business Central
End-to-end applicant tracking built directly inside Microsoft Dynamics 365 Business Central — job requisitions, CV intake, interview scoring, and hire conversion, delivered as a per-tenant AL extension and supported by ECOSIRE.
Quote, Proposal & Document Sender
Generate branded quotes and proposals from Dynamics 365 Sales / Business Central data and send them by email, WhatsApp, or e-signature link — with view and accept status flowing back to your CRM. Built to order and installed by ECOSIRE as a per-tenant AL extension.
- 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