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

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