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Bottomline PrecisionForms

The simple, smart and secure solution to meet your Microsoft Dynamics® 365 document creation, customisation, delivery and management needs.

Anchor: 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.

Anchor: Resources


See how PrecisionForms delivers complete automation for transactional documents


Transform® for Microsoft Dynamics® PrecisionForms™

On-Demand Webinar

PrecisionForms: Changing the way you think about documents

Anchor: Benefits

Benefits & 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

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