Manage statement case Pre-fill Template from MS Dynamics 365 Records

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intro-texture Manage statement case Pre-fill Slate from MS Dynamics 365 Records
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Save an average of 8 hours per week with an automated statement case workflow

Spend an average of 10 minutes to complete a statement case document

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No-code automation, integrations, configuration and distribution of statement case

  • Add additional fillable fields to statement case

    Workflow document feature example Workflow document feature example
  • Embed fillable statement case in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for statement case

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for statement case

    Workflow document feature example Workflow document feature example
  • Request attachments for statement case from recipients

    Workflow document feature example Workflow document feature example
  • Integrate statement case with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in statement case

    Workflow document feature example Workflow document feature example
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