Document creation and template management
DocuFlow makes it easy to generate and process documents from Microsoft Dynamics 365. The Simple implementation allows your customers to get started generating and sending professional documents and emails themselves, without the need of any technical knowledge.
Powerful features in one cloud-based solution
Advanced document and email generator
Easily compile documents using predefined copy, with the correct (up to date) customer details, and in line with the preconfigured visual identity, in Microsoft Word. This means no technical knowledge is needed to edit templates, text blocks or visual identity elements.
IT landscape integration
Integrating all the applications that play a role in the document process: generating, sending, digitally signing and saving/archiving documents and emails. This includes applications such as Dynamics 365 for Sales, CE, Business Central, Microsoft Office, PDF, SharePoint, a digital signing service, or a portal.
Running document processes entirely or partly in the background, meaning that no manual interventions are needed.
DocuFlow Integrates with Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 for Sales, Marketing and Service, Microsoft Dynamics 365 Customer Engagement, SharePoint, OneDrive and Dropbox, Microsoft Office and many more…
As a partner, DocuFlow is not only an advanced document and email generator, but also an integration platform and an automation solution delivering the following benefits:
- Quick and easy implementation
- Manageable Word templates
- Flexible building blocks (text blocks)
- Integration with SharePoint (or another DMS) and Digital Signing
As a customer, generating and processing documents and emails is a walk in the park. You benefit:
- Cost savings in implementing and editing documents.
- High-quality documents and emails: professional personalized correspondence.
- No more clicking, tapping and searching for documents
- Better security and legal validity of documents.
- Standardized way of working for all employees.
The United Kingdom
CRM 2015 ONLINE
CRM 2015 ONPREM
Retail price range €
! Based on average customer
- Between 1 and 5 days
(No training required)
(Follow online training)
(Extensive training course required)