Experlogix
Experlogix Document Automation
Experlogix Document Automation generates your documents and automates your document flows.
Experlogix Document Automation Solution integrates with Microsoft Dynamics and Power Platform to create streamlined document flows and to increase document efficiency across multiple industries.
Experlogix Document Automation turns manual processes into automated workflows, making it easy for users to generate, deliver, and manage accurate, logic-driven, and compelling business-critical documents.
Full Description
With Experlogix, businesses can collect data from a Dynamics 365 system, pricing and supplies databases, CRM/ERP systems, and other sources used within their organization to automate the generation of professional and engaging documents. Embed barcodes, QR codes, images, and charts into your document with the easy-to-use Microsoft Word add-in template builder. The visual flow builder allows users to drag and drop flow blocks to create detailed document workflows.
Seamlessly integrated with Microsoft & Power Platform, Experlogix Document Automation empowers business users to easily build and automate data-driven documents and execute document generation, approval, delivery, and storage tasks without coding skills. It eliminates repetitive and time-consuming tasks and enhances efficiency while reducing the risk of inaccurate data or manual errors within any document. Experlogix ensures consistency across all documents, which can be crucial for maintaining compliance with industry regulations.
USP
What are the benefits of your solution?
Benefits include:
- Deep, bi-directional D365 integration
- Increased efficiency across document processes
- Time and cost saving by eliminating manual and repetitive tasks
- Improved accuracy and consistency within your documents
- Enhanced compliance and security
- Scalable and flexible within your organization
- Aggregation of data from multiple sources
Keywords
Document Automation
Document Generation
Workflows
Document Delivery
Document Templates
Solution demo
Screenshots
Specifications
Countries
Worldwide
Languages
All
Industry
All (Horizontal)
Products
D365 CRM
F&SCM SaaS
Retail price range €
Contact Experlogix
Implementation time
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Complexity
Easy
(No training required)
Fair
(Follow online training)
Complex
(Extensive training course required)