Solutions Marketplace

DOCUMIZERS

DocuFlow

ISV for document creation and template management

DocuFlow by Documizers makes it super easy to generate and process documents from Microsoft Dynamics 365. This document solution is quick and easy to implement. Within only half a day, your customers can get started generating and sending professional documents and emails themselves, without needing any technical knowledge.

Full Description

DocuFlow: 3 powerful features in one cloud-based solution

 

  1. Advanced document and email generator

DocuFlow lets you easily compile documents using predefined copy, with the correct (up-to-date) customer details, and in line with the preconfigured visual identity. They are managed in Microsoft Word. This means no technical knowledge is needed to edit templates, text blocks or visual identity elements.

 

  1. IT landscape integration

DocuFlow integrates 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.

 

  1. Document automation

DocuFlow runs document processes entirely or partly in the background, meaning that no manual interventions are needed to generate and process documents and emails.

 

DocuFlow Integrations

  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 for Sales, Marketing and Service
  • Microsoft Dynamics 365 Customer Engagement
  • SharePoint, OneDrive and Dropbox
  • Microsoft Office (Word, Outlook, etc.)
  • And many more…

USP

Key features

The benefits of DocuFlow for you as a partner

DocuFlow is not only an advanced document and email generator, it is also an integration platform and an automation solution. The fact that DocuFlow is so comprehensive delivers the following benefits for you:

  • Quick and easy implementation.
  • The templates are easy to manage in Word.
  • The building blocks (text blocks) offer great flexibility.
  • Standard integration with SharePoint (or another DMS).
  • Standard integration with Digital Signing.
  • The combination of features and integrations offers the opportunity to design the best possible document process for the customer.

The benefits for the customer

With DocuFlow, generating and processing documents and emails is a walk in the park. This means:

  • Cost savings in implementing and editing documents.
  • High-quality documents and emails: professional personalized correspondence.
  • No more clicking, tapping and searching for documents.
  • Manual tasks eliminated; greater efficiency.
  • Better security and legal validity of documents.
  • Standardized way of working for all employees.

Centralized organization and easy management of document processes.

Keywords

Documentation automation

Document solution

Document process

Template management

Document creation

Screenshots

Specifications

Countries

Chech Republic

Denmark

The Netherlands

The United Kingdom

Finland

France

Germany

Hungary

Iceland

Italy

Norway

Poland

Portugal

Spain

Sweden

Industry

Agriculture

All (Horizontal)

Distribution

Education

Financial Services

Government

Healthcare

Manufacturing

Professional Service

Retail

Product(s)

CRM 2015 ONLINE

D365 Family

CRM 2016

CRM 2015 ONPREM

D365BC SAAS

D365BC 

Power Platform

NAV 2017

NAV 2018

Retail price range €

  • Between € 12 and € 20 per month per user

Implementation time

  • No. Of Consultancy Hours: 1 to 5 days

Complexity

Fair

(Follow online training)

Your can buy this solution directly with your Companial account. If you don’t have the account register here. Or find out more information about how to order a solution through our marketplace here