Salesforce – Document Automation
Document Automation for Salesforce
Leverage robust document generation for Salesforce to create, deliver, and store better documents faster.
Powerful No Code Document Automation for Your Business
Create both simple and complex document templates without programming.
Experlogix Document Automation Features
Experlogix Document Automation empowers business users to streamline and automate document creation and delivery while simplifying document management.
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Deep Salesforce Integration
Manually trigger flows with a single click in Salesforce Lightning or Salesforce Classic. Easily choose which Salesforce objects are Smart Flows enabled.
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Unlimited Data
Collect data from all Salesforce objects, with an unlimited degree of relationships between the objects. Combine Salesforce data with other data sources to generate detail-driven documents quickly and efficiently. Use Experlogix Smart Forms to capture user input during the document flow execution.
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Automated Document Flows
Experlogix Smart Flows no-code visual flow builder automates simple or complex document flows. Build flows to store generated documents as attachments to a Salesforce record, create activity records, deliver documents by email, and track these emails in Salesforce
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Secure User Permissions
Experlogix authenticates users and filters flow selections based on the active user’s permission set assignments.
Useful Resources
Empower Your Team. Engage Your Customers.
Shorten sales cycles, increase average order values, and reduce manual errors across the customer lifecycle.
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