Experlogix Document Generation and Automation Solution

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Deliver better documents faster!

Automate the creation, delivery and storage of your important documents to streamline the way you communicate with customers and manage document processes. Simplify document management across your organization with our low-code solution built to grow with your business. Create both simple and complex document templates without programming. Take advantage of easy-to-configure automated processes for creating, generating, managing, storing, delivering, and e-signature of business documents.

Key Features

Unlimited data capture

Simple and complex template Designs

Advanced document creation and generation

Visual document flows

Secure E-Sign connections

Consolidated document storage

Out of the box integrations with Microsoft, Salesforce and SugarCRM

Create and combine multiple data sets in a document from custom and standard entities.

Key Benefits

Collect detailed customer information using plug-and-play connectors to major CRM and ERP or from your established systems.

Create dynamic, data-driven templates and define, business logic to build detailed , engaging and professional documents.

Generate documents with detailed information using unlimited data sets, combined from multiple data sources.

Easily build and deploy document flows leveraging conditional logic – without programming

Seamlessly integrate with Microsoft Dynamics365/Dataverse, SugarCRM, and Salesforce.



Product/Service details

Actuarial / Capital Modeling, Advanced Data and Analytics Software (beyond BI), Aerial Imagery and Data, Affinity/Bancassurance/Mass Market, Aggregators/Price Comparison Sites, Anti-Fraud Systems, Anti-Money Laundering Suites, Architecture Design Services, Artificial Intelligence (AI) Platforms, Asset Liability Management (ALM) Systems, ATM Systems and Assisted Self-Service Devices, Banking Omnichannel Customer Experience Platforms, Billing Systems - Individual / Group Life / Annuity / Health / Pension Insurance, Billing Systems - P&C / General Insurance, Blockchain Platforms and Services, Business Intelligence & Reporting Systems, Business Process Outsourcing Services, Campaign Management, Card Issuing Systems, Case Management Systems, Client Account Administration Systems, Cloud / SaaS Operations & Management Services, Collateral Management Systems, Commercial Loan Origination Systems, Commercial Loan Servicing Systems, Commissions & Fee Billing Systems, Communications Surveillance Systems, Complex Lending Origination Systems, Complex Lending Servicing Systems, Computer Vision/Optical Character Recognition (OCR), Consumer Mobile Apps, Contact / Call Center Systems, Corporate Actions Processing Systems, Corporate Banking Liquidity Management Systems, Corporate Banking Payables Management Systems, Corporate Banking Receivables Management Systems, Corporate Banking Trade Services Systems, Counterparty Credit Risk Management Systems, Credit Loss Accounting (IFRS / CECL) Systems, Credit Risk Management Systems, Custody Management Systems, Customer Collaboration Tools, Customer Communications Management (CCM) Systems, Customer Identity & Authentication Solutions, Customer Onboarding Systems, Customer Relationship Management (CRM ) Systems, Custom Software Development Services, Cyber Security Services, Data Analysis and Consulting Services, Data Platforms/Data Aggregators, Digital Adoption Platforms, Digital Agent, Digital Consulting Services, Digital Insurer, Digital MGA, Digital Payments/ Wallets, Digital / Social Media Marketing, Disclosure Reporting Systems, Domain Consulting Services, eApplication Systems, eContracting Technologies, eDelivery Systems, Employer / Employee Insurance Benefit Portal, Enterprise Content Management (ECM), Enterprise Risk Management Systems (ERM), Enterprise Stress Testing Systems, eSignatures Software, Execution Management Systems (EMS), Financial Crime Analytics Systems, Financial Enterprise Risk Management, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Fund Accounting Systems, Fund Administration Systems, General Ledger Systems (G/L), Governance, Risk and Compliance Systems (GRC), Hedge Accounting Systems, Illustration Systems - Life / Annuity / Pension Insurance, Infrastructure Operations & Management Services, Innovation Consulting and Partnering, Insider / Employee Fraud Systems, Insurance Agency Management Systems (AMS), Insurance Agent / Broker Platforms, Insurance Agent / Broker Portal, Insurance Data Sets/Products, Insurance Digital Platforms, Insurance Distribution / Broker Management Systems, Insurance Exchanges, Insurance Fraud Detection and Risk Analytics Systems, Insurance Loss Control Systems, Insurance Modeling Tools (catastrophe, cyber, other liabilities, Insurance Pricing Optimization Systems, Internet of Things (IOT) Data and Devices, Investigative Case Management Systems, Investment Advisor Systems, Investment Book of Records (IBOR) Systems, Investment Management Systems, Investment & Risk Analysis Systems, Investor / Client Reporting & Communications Systems, Investor Websites & Portals, IT Infrastructure and Application Outsourcing, Know Your Customer Systems (KYC), Lead Management, Liquidity Risk Systems, Low code / No Code Platforms, Managing General Agent (MGA) Administration Systems, Market Risk Systems, Market Surveillance Systems, Master Data Management (MDM) Systems, Merchant Management and Acquiring Systems, Microinsurance, NAV Oversight and Contingency Systems, New Business and Underwriting Systems - Life / Annuity Insurance, Operational Data Stores / Data Warehouses, Order Management Systems (OMS), OTC Derivatives Transaction Processing Systems, Package Implementation / System Integration Services, Parametric products, Payment Engines, Payment Services Hubs, Peer to Peer (P2P) Insurance / Crowdfunding, Performance Attribution Systems, Personal Financial Management Systems, Policy Administration and Servicing (PAS) Systems - Health / Major Medical, Policy Administration and Servicing (PAS) Systems - Individual / Group Life / Annuity / Pension Closed Block, Policy Administration and Servicing (PAS) Systems - Individual / Group Life / Annuity / Pensions, Policy Administration and Servicing (PAS) Systems - P&C / General Insurance, Portfolio / Investment Accounting Systems, Portfolio Management Systems (PMS), Predictive Analytics / Modeling, Pre-Trade Analytics Software, Pricing and Valuation Systems, Real-Time Decision Engine (Banking), Real-Time Decision Engine (Insurance), Reconciliation Systems, Reference Data Management Systems, Regulatory Reporting Services, Remote Deposit Capture Solutions, Research Management Systems, Retail and Business Banking Digital Channel Solutions, Retail Loan Origination Systems, Retail Loan Servicing and Collections Systems, Robotic Process Automation, Robotic Process Automation Implementation Services, Securities Lending, Sharing / Gig Economy, Site Inspection, Smart Order Routing Systems (SOR), Social Media Management Platforms, Social Media Monitoring - Company View, Social Media Monitoring Tools - Customer View, Social Media Surveillance Systems, Strategic Consulting Services, Supply Chain Finance Systems, System Maintenance Services, Systems and Data Migration Services, System Testing Services, Telematics/Usage Based Insurance (UBI), Third Party Risk Management Systems, Trade and Portfolio Compliance Systems, Trade Reporting Solutions, Trade Surveillance Systems, Trading Risk Systems, Trading Strategy Server / Algorithmic CEP Systems, Trading Suite, Transaction Cost Analysis Systems (TCA), Transaction Monitoring Systems, Transaction Processing (Switching) Systems, Transaction Processing Systems, Transaction Reporting Systems, Underwriter Workstations - P&C / General Insurance, Unstructured Data Analysis Tools, Video Platform, Virtual Reality (VR)/Augmented Reality (AR), Voice Biometrics, Voice / Digital or Virtual Assistant Systems / Chatbots, Watchlist Screening Systems, Wealth Management Systems STP (Front to Back Office), White-Label Trading Platforms, Workflow/BPM Systems