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Watch our videos to discover the powerful capabilities of our solutions, learn from top Experlogix experts, and hear our customers’ success stories.

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Digital Commerce

Document Automation

How the Experlogix Product Suite Transforms Your Business

How the Experlogix Product Suite Transforms Your Business

health partners about xpertdoc

HealthPartners About Experlogix Document Automation

dynamics communities

Dynamic Communities User Group About Experlogix Document Automation

dynamics communities[1]

Dynamic Communities About Experlogix Document Automation

Jovaco talks about xpertdoc

Jovaco About Experlogix Document Automation

Kelly-Roofing-Video

Kelly Roofing About Experlogix

Kelly-Roofing-Digitally-Transforms-Sales-Processes

Kelly Roofing Digitally Transforms Sales Processes for Complex Project Proposals

Praemium-About-Xpertdoc_Video

Praemium About Experlogix Document Automation

Experlogix-Smart-Flows-Video

Experlogix Smart Flows for Dynamics 365: The Better, Faster Alternative to SSRS Reports

Experlogix-Getting-Smart-with-Smart-Forms-Video

Getting "Smart" with Experlogix Smart Forms and Document Flow Automation

Experlogix-Time-to-Get-Digital-Video

Time to Get Digital: Digitize Your Document Processes with Document Automation

Experlogix-The-Era-of-Digital-Documents-Video

The Era of Digital Documents: Optimize Your Document Processes with Dynamics 365 and Power Platform

Experlogix-3-Things-You-Dont-Know-About-Document-Automation-Video

3 Things You Don't Know About Document Automation

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Let’s Talk About Smart Forms!

Less Time Quoting. More Time Selling.

Experlogix Document Automation for Microsoft Dynamics 365 – Key Capabilities Overview

I Know We Need a New Document Automation Process, But...

Experlogix Document Automation for SugarCRM – Key Capabilities Overview

Experlogix CPQ for Dynamics 365 Sales and CE

Experlogix Document Automation for Salesforce – Key Capabilities Overview

Experlogix-CPQ-DA-Empowering-Sales-Video

Experlogix CPQ and Document Automation – Empowering Sales Teams to Sell Faster with Automation

Experlogix-Document-Automation-The-Better-Faster-Way-Video

Experlogix Document Automation – The Better, Faster Way to Modernize Your Document Processes

Document automation templates

Design Highly Personalized Document Templates

Leveraging Document Automation

Leverage Unlimited Data when Creating Documents

Optimize with document automation

Optimize the Management of Digital Documents

Automate document flows

Automated Document Flows Made Easy

DEMO_How-to-Start-Experlogix-Smart-Flows-from-Microsoft-Power-Automate-Flows[1]

How to Start Experlogix Smart Flows from Microsoft Power Automate Flows

DEMO_How-to-Design-a-Template

How to Design a Template

DEMO_How-to-Create-a-Data-Set

How to Create a Data Set, a Template and a Flow

Create accurate sales quotes

Create Accurate Sales Quotes Through Integrated Data Systems

Improve document automation

Improve Document Management from a Centralized System

Document automation for loan payments

Automate the Generation and Delivery of Loan Payment Notices

Document automation for insurance policies

Create Highly Personalized Insurance Policies

Accelerate Your Document Review and Approval Process from Microsoft Dynamics 365

Accelerate Your Document Review and Approval Process from Microsoft Dynamics 365

Transform Your Document Processes with Experlogix Document Automation

Transform Your Document Processes with Experlogix Document Automation

CPQ for Dynamics 365 Commerce

Experlogix CPQ for Dynamics 365 Commerce