Key integrations with leading core systems

Integrate document generation and document automation capabilities to create, manage and deliver better documents, faster from your core systems.

Document generation for Microsoft Dynamics 365

Dynamics 365 Customer Engagement

Empower your sales representatives with robust product and price configuration capabilities enabling them to quickly turn quotes into production-ready orders and increase revenue.

Dynamics 365

Handle complex product and price configurations with ease. Create BOM and routings with a single click, accelerating the delivery of tailored quotes.

Document Automation for SugarCRM

Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.

Document Automation for Salesforce

Let your business users leverage robust document generation for Salesforce to create, deliver and store documents, better and faster.

Integration with business data, applications and processes

Our integration with Microsoft Power Platform allows you to combine Experlogix’s document generation and document automation features with Microsoft’s robust capabilities. Leverage approval and business process flows, customer data, standard and custom entities, connections to any applications, and more, to build streamlined, automated processes for the generation, management, delivery, storage, and e-signature of business-critical documents.

Flexible, Advanced API for Your Applications

The Document Automation API is a ready-to-use server-side component adding sophisticated document generation and document automation functionalities to your software applications. Connect to any enterprise core system – ERP, CPQ, ECM, claims, financial services, accounting, and more – and benefit from Microsoft Word-based template design and programmed customizations enabling the creation and delivery of data-driven, compelling documents, faster.


Useful Resources

Learn more about the Document Automation Integrations 

and how to get the most out of our solution.


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.