Document Automation Software

Create, manage and deliver better documents, faster with the Experlogix document generation and document automation software.

Experlogix document template samples

Key Integrations

Power up your enterprise core systems with the Experlogix document generation software. We provide integrations with Microsoft Dynamics 365, Microsoft Power Platform, SugarCRM and Salesforce, enabling you to create, manage and deliver data-driven and engaging documents without ever leaving your familiar system.

Learn more about our Salesforce integration
Salesforce
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Microsoft Dynamics 365
Learn more about our Power Platform integration
Microsoft Power Platform
Learn more about our SugarCRM integration
SugarCRM

Experlogix Document

Automation Features

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Template design

Create dynamic templates and generate professional documents with accurate content, terminology, branding, and format.

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Document flows

Easily build automated document flows for efficient generation, management, delivery, and storage of your business documents.

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Digital data capture

Digitize and optimize your data capture processes with better, faster, paperless and guided web forms.

Watch a short demo of Experlogix's Template Builder
Watch a short demo of Experlogix's document flows
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Content management

Facilitate the management and storage of digital assets such as documents, forms and images.

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Output management

Automatically process batches of document outputs with highly extensible options.

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Electronic signature

Capture in minutes secure and trusted e-signatures on your business-critical documents.

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Experlogix Document Automation ROI

Experlogix clients report a reduction in quote errors and time as well as improved quote accuracy. 

30% reduction in operating costs
52% reduction in the risk of errors
80% turnaround time is reduced with esignature
Client Success Stories

“In just the first two months of using Experlogix Document Automation,

we have reduced our cost to manage enrollments by 20% to 25%.”

Jim Moore | Chief Operating Officer at GroupHEALTH

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