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Document package

Start from 60% instead of 0%

By default, a wide range of document templates are included. They are ready to use in their current form or can be further customized to meet individual needs. A fixed template gives a better result with:

  • Fewer iterations during testing and¬†approval
  • Consistency in delivery
  • Easy maintenance and customization in the future

The document package consists of both configuration and implementation of business documents:

  • Pre-configured configurations
  • Best Practice implementation
  • Documents prepared for OIOUBL, SVEinvoice, EHF, Finvoice and PEPPOL
  • Script package for easy document customization

Document templates based on more than 10 years of experience

We have more than 10 years of experience with a wide range of business documents. We have selected the most common ones, and they are included in the package as standard.

Basic package

The document package consists of predefined templates for the most common business documents for companies using Dynamics 365. It is aimed at all companies, regardless of industry and trading partners.

All templates contain layouts, fields, labels and DDS (Document Design Specification) for each document. This also ensures documentation for after commissioning. Our design templates include e.g:

  • Offers
  • Order confirmation
  • Packing list
  • Delivery note
  • Label
  • Invoice
  • Payment reminder

Electronic document package

An e-invoice package can be purchased if you use electronic documents for trading in Dynamics 365. The pre-configured electronic documents for OIOUBL, SVE invoice, EHF, Finvoice and Peppol include:

  • Free text invoice
  • Sales invoice
  • Payment reminder
  • Credit note free text
  • Sales order credit note
Want to hear more?

We are happy to share examples of documents we have developed for other customers. Contact me and let’s talk about your needs.

Lennart Garbarsch, Partner