Document Automation as Easy as 1, 2, 3
Experlogix Document Automation provides business users with all the components and capabilities they need to.
Experlogix Document Automation provides business users with all the components and capabilities they need to.
In today’s fast-paced business world, managing documents efficiently is critical for maintaining productivity and enhancing customer engagement. Experlogix Document Automation makes this process as easy as 1-2-3. Let’s dive into how you can streamline your document processes with Experlogix, transforming cumbersome manual tasks into efficient automated workflows.
Input from Multiple Sources
The first step in automating your document workflow is gathering the necessary data. Experlogix allows you to pull data from multiple sources, such as CRM, CPQ, ECM, and ERP systems, ensuring you have all the information you need to create comprehensive documents. You can seamlessly integrate with popular platforms like Microsoft Dynamics 365, Salesforce, and SugarCRM. Plus, with the flexibility to utilize external user input, XML, and APIs, your data sources are virtually unlimited.
Create Professional, Dynamic Templates Without IT
Once you have your data, the next step is designing your document templates. Experlogix’s Template Builder add-in for Microsoft Word equips you with tools and guided functions to create dynamic, professional templates. You don’t need to rely on IT for this; business users can quickly generate documents with accurate content, corporate branding, and formatting.
Streamline Document Creation, Delivery, and Storage
With your templates ready, it’s time to automate the workflow. Experlogix Smart Flows enables easy configuration of automated processes for document creation, management, storage, delivery, and e-signature. With just a few clicks, you can generate quotes, contracts, invoices, reports, and more, guided by optimized post-processing, approval, delivery, and archiving paths.
Experlogix Document Automation simplifies, optimizes, and automates business-critical document processes. By integrating data from multiple sources, designing dynamic templates, and automating workflows, you can streamline your document management with ease.
Ready to revolutionize your document processes? Get a demo today and see how Experlogix can empower your team to work smarter, not harder.