Document Automation

Document Automation Software

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

Experlogix Document Automation product illustrated with the words create, sign, send and store around a woman looking at a tablet.

Key Integrations

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

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Sugar CRM

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Salesforce

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Dynamics 365

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Microsoft Power Platform

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Salesforce

Experlogix Document Automation Features

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Template design

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

Data capture
Digital data capture

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

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Output management

Automatically process batches of document outputs with highly extensible options.

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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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Content management

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

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Electronic signature

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

Try Before You Buy!

Experlogix Document Automation ROI

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

Trusted by hundreds of companies worldwide

"Experlogix Document Automation allowed us to reduce the time to generate critical documents. What formerly took us 45-60 minutes per document now takes only 10 minutes. This saves us hours every day."

 

Mahdy Ghane

Business Analyst, Ride Designs

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Request a Demo

Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation Software.