Experlogix Document Generation and Automation Solution
Overview
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.
