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DocuFlow

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.

Full Description

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.

Document automation

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…

USP

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.

Keywords

Documentation automation

Document solution

Document process

Template management

Document creation

Screenshots

Specifications

Countries

Czech Republic

Denmark

The Netherlands

The United Kingdom

Finland

France

Germany

Hungary

Iceland

Italy

Norway

Poland

Portugal

Spain

Sweden

Languages

English

Dutch

Industry

All (Horizontal)

Products

CRM 2015 ONLINE

D365 Family

CRM 2016

CRM 2015 ONPREM

D365BC SAAS

D365BC 

Power Platform

NAV 2017

NAV 2018

Retail price range €

! Based on average customer

From 12€

To 20€

Implementation time

  • Between 1 and 5 days

Complexity

Easy

(No training required)

Fair

(Follow online training)

Complex

(Extensive training course required)

You can buy this solution directly with your Companial account. If you don’t have the account become a member