How Document Automation Works
1
Step 1: Capture and Organize Data
Eliminate the time-consuming task of copying and pasting data from multiple systems.
- Pull data from CRM’s ERPs, form and existing systems – anywhere you store it.
- Validate and structure data automatically.
- Set up seamless data flows so information automatically feeds into your documents.
2
Step 2: Build Templates & Rules
Design dynamic templates with data-driven fields that automatically populate to ensure accuracy across all generated documents.
- Manage advanced document rules, conditional content, multi-brand layouts, and calculations within your templates.
- Build in a familiar and user-friendly environment with our Microsoft Word add-in.
- Convert your existing documents into templates and set business logic for generated documents.
3
Step 3: Automated Document Generation
Generate accurate, personalized documents in seconds—from contracts and proposals to reports, invoices, or policies, whether you need one file or thousands.
- Automatically merge data into templates in a single click.
- Generate documents in the right format every time (PDF, DOCX, Excel, PowerPoint, and more).
- Trigger document creation based on events, schedules, or workflows and add optional steps for review, approval, and eSignature.
4
Step 4: Deliver and Store
Route documents through any approval process, then deliver or store automatically with full tracking and audit readiness.
- Deliver or store automatically via email, print, cloud storage, portals, or integrated systems.
- Route through multi-step workflows including review, approval, and compliance checks.
- Track every stage with complete audit trails and status visibility.
Ready to See Experlogix in Action?
Shorten sales cycles, increase average order values, and personalize interactions across the
customer journey.