Product overview

PrecisionForms is the simple, smart and secure way to efficiently and cost-effectively automate the creation, customisation, delivery and management of documents within your Microsoft Dynamics® 365 system. PrecisionForms can be deployed on-premise or in Azure to match your system choices.

In addition, PrecisionForms can provide automatic capture of information and dynamic interactive workflows to improve business processes and customer experiences. Furthermore, PrecisionForms enables a secure and robust document management environment to meet your business and legal compliance needs.

Built for your needs

Benefits and features


PrecisionForms reduces and simplifies document design and production to reduce costs and deployment times. Its world-class document management enhances customer/supplier preferences and keeps your documents secure and compliant.

Fast, low-cost, high-quality business document design and production

First-class customer and supplier experiences

Digitised workflows that can extend to users external to your ERP system

Automated document compliance and auditability to meet compliance and legal requirements

Enhanced security and control for robust processes and information leak prevention

Flexible deployment in Azure, public cloud, or on-premise

Full visibility and tracking of document interaction once it has been sent

GET IN TOUCH

Want to learn more about Bottomline's solutions?

Give us a call.

Our solution experts are here to help.

+61 2 8047 3700

Chat with us.

Chat with one of our solution experts. We'll recommend the right product to fit your needs.

Let us help drive your business forward.

Tell us a bit about you and your business and we’ll get back to you with all the information you need.

GET IN TOUCH

Want to learn more about Bottomline financial document automation solutions?

Give us a call.

Whether you're new to Bottomline, or an existing customer, our payment experts are here to help.

+44 118 925 8250

Chat with us.

Please click on the button below to chat through your objectives with one of our payment experts. We'll recommend the right solution for you.

Let us help you automate your document processing.

Tell us a bit about you and your business and we’ll get back to you with all the information you need.

GET IN TOUCH

Want to learn more about Bottomline's financial document automation solutions?

Give us a call.

Whether you're new to Bottomline, or an existing customer, our payment experts are here to help.

+1 (800) 472 1321

Chat with us.

Please click on the button below to chat through your objectives with one of our payment experts. We'll recommend the right solution for you.

Let us help you automate your document processing.

Tell us a bit about you and your business and we’ll get back to you with all the information you need.