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Experlogix Document Automation Features
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.
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.
Experlogix Document Automation ROI
reduction in operating costs
turnaround time is reduced with
esignature
reduction in the risk of errors
Use cases
Solutions That Meet Your Unique Needs
Find out how different industries and departments leverage document automation.
Client stories
Client Success Stories
resources
Useful Resources
Learn more about the benefits of document automation
and how to get the most out of our solution.
FAQs
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.
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.
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.
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.
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.