Streamline Your Document Creation: An Efficient Solution for Template Management
DocuFlow is a powerful software solution designed to simplify document creation and processing from Microsoft Dynamics 365. With its easy implementation and user-friendly interface, customers can quickly generate and send professional documents and emails without requiring any technical expertise. By automating repetitive tasks, DocuFlow helps businesses streamline their document management processes and improve efficiency. This solution is ideal for organizations looking to save time and resources while ensuring consistent and professional document output.
DocuFlow is a cloud-based document generation solution that offers a comprehensive set of features to simplify document and email generation. With advanced document and email generators, businesses can quickly compile professional documents using predefined templates and up-to-date customer information, all while maintaining their brand’s visual identity, without requiring any technical expertise. DocuFlow integrates seamlessly with various applications, including Dynamics 365 for Sales, Customer Engagement, Business Central, Microsoft Office, PDF, SharePoint, digital signing services, and portals, ensuring a streamlined and efficient document process. Its document automation feature runs document processes in the background, eliminating the need for manual interventions. DocuFlow’s integration with a variety of Microsoft applications makes it an ideal solution for businesses looking to streamline their document management processes.
DocuFlow is not only an advanced document and email generator but also an integration platform and automation solution, making it an ideal partner for businesses looking to streamline their document management processes. With its quick and easy implementation, manageable Word templates, flexible building blocks, integration with SharePoint (or another DMS), and digital signing, DocuFlow delivers numerous benefits.
As a customer, generating and processing documents and emails becomes effortless, resulting in cost savings and high-quality documents and emails that are professional and personalized. With DocuFlow, employees can easily find and access documents without clicking, tapping, or searching, ensuring a better user experience. DocuFlow also provides better security and legal validity of documents, along with a standardized way of working for all employees, ensuring consistency and efficiency throughout the organization.
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)