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Customer Support Customer Support Products Resources SupportConfigure, Price, Quote Document Automation Digital Commerce Product Overview ▸ Empower sales and elevate the customer experience with Experlogix CPQ (Configure, Price, Quote) software. Explore more Integration Dynamics 365 Salesforce Resources Blogs Ebooks Videos Client Stories Product Overview ▸ Create, manage and deliver better documents, faster. Explore more Get a Free Trial Integration Dynamics 365 Power Platform Salesforce SugarCRM API Resources Blogs Ebooks Videos Client Stories Use Cases Government Financial Services Healthcare Insurance Manufacturing Real Estate Product Overview ▸ Grow your business online with scalable e-commerce, mobile apps and eProcurement solutions. Explore More Integration Dynamics 365 Brightpearl SAP Business One Intact Client Stories Resources Blogs Ebooks Resources Blog Ebook Client Stories Data Sheet Infographic Videos Whitepaper FEATURED RESOURCES How Experlogix and Avanade Help Manufacturers Overcome Challenges in Fiercely Competitive Markets Document Security in the Digital World Client Support Knowledge Base Training Partner Portal Services News Events Clients Partners Careers Contact Us Français fr Get a Demo fr Document Automation Document Automation Software Simplify and Automate document processes Get a Free Trial Experlogix Document Automation Features Experlogix Document Automation empowers business users to streamline and automate document creation and delivery while simplifying document management. Data capture Collect detailed customer information with Experlogix Smart Forms, plug-and-play connectors to major CRM and ERP or from your established systems. Create and combine multiple data sets in a document from custom and standard entities. Template design Experlogix Template Builder add-in for Microsoft Word gives you the tools you need to create dynamic, data-driven templates and define, business logic to build detailed and professional documents. Include auto-expanding tables, calculate totals, convert data to charts and, insert images, bar codes, QR codes, etc. Document Generation Experlogix’s enterprise-grade document generation technology is scalable from low-volume on-demand document generation scenarios to high-volume batch generation. Document flows Experlogix Smart Flows are easy-to-configure, automated processes for the creation, generation, management, delivery, storage, and e-signature of business documents. Through a visual interface, you can easily build and deploy document flows leveraging conditional logic – without programming. Output management Our Document Services provide highly extensible automated options to process batches of document outputs. These options include server-side document assembly, PDF conversion, transformation and concatenation of Microsoft Office documents, and storage in other systems. Content management Experlogix’s Content Manager is a secure and structured repository that facilitates and accelerates the management, storage and retrieval of digital assets – PDF forms and documents, logos, images, and multimedia content. E-Sign Experlogix offers secure connections with DocuSign, Sertifi, OneSpan Sign, ConsignO Cloud, and Adobe Sign, enabling you to capture in minutes trusted electronic signatures on your business documents and accelerate transaction times. Powerful Document Automation for Your Business Users Our document automation software allows you to create both simple and complex document templates without programming. Integrations Key Integrations with Your Core Systems Enhance your core systems with Experlogix Document Automation’s document generation and document automation capabilities. We provide integrations with leading CRM platforms and business applications, enabling business users to create, manage and deliver data-driven and engaging documents without leaving their preferred system. Dynamics 365 Learn More Sugar CRM Learn More Microsoft Power Platform Learn More Salesforce Learn More Experlogix Document Automation ROI Experlogix clients report a reduction in quote errors and time as well as improved quote accuracy. Get a Demo 0 % reduction in operating costs 0 % turnaround time is reduced with esignature 0 % reduction in the risk of errors Use cases Solutions That Meet Your Unique Needs Find out how different industries and departments leverage document automation. Government Financial Services Healthcare Insurance Manufacturing Real Estate Client stories Client Success Stories Read the remarkable success stories of companies like yours, who are enjoying the benefits of our solutions. Learn More resources Useful Resources Learn more about the benefits of document automation and how to get the most out of our solution. Infographic 9 Benefits of Document Automation in Government and Public Sector Read More Data Sheet Experlogix Document Automation Smart Flows Read More Data Sheet Experlogix Document Automation Template Builder Read More FAQs What is document automation? Document automation refers to the processes and software used to automate document creation, as well as related tasks like sending a document for signature. It encompasses capabilities like building templates, as well as creating automated workflows and managing document versions. Learn more What is the difference between document generation and document automation? When we talk about document generation, we think of it in terms of processes and capabilities directly related to generating documents. Whereas document automation typically includes a broader range of capabilities. For example, Experlogix Document Automation supports collaboration with our document management features; users can manage versions and check out” a document template when editing one to prevent others from working on the same document at the same time. How does document automation software work? Experlogix Document Automation works by allowing users to build templates in Microsoft Word. It includes features such as Smart Flows, which are automated workflows that allow users to go beyond basic document generation. For example, you can create a smart flow to automatically send a customized email with a generated document attached. With our solution’s deep integration with Word, you can build document templates of virtually any complexity, including content like text, media, graphs and analytics. Learn more Does document automation software require programming skills? Experlogix Document Automation does not require programming skills to use effectively. Knowledge of basic logic and Excel math is helpful, especially when building more advanced templates. However, most users can learn to build and customize basic document templates. What kinds of documents can be automated? Experlogix Document Automation can streamline and automate virtually any routine document. This includes basic contracts and invoices as well as industry-specific use cases such as insurance policy statements. Request a Demo Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation Software in action. 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