Create, Deliver and Store Documents with a Single Click in Salesforce
Experlogix powerful no code document automation streamlines and automate simple and complex document creation and delivery within Salesforce. Immersed into the Salesforce platform, business users are empowered to create highly personalized and compelling quotes, proposals, contracts, invoices, reports, correspondence, and more.
Leverage Salesforce for Better Document Management
Transform Your Document Creation with Ease, No IT Required
Scales with Your Business
Streamline Document Creation with Direct Salesforce Integration
The Experlogix Document Automaton Salesforce integration allows enterprises to automatically populate documents with accurate, up-to-date information pulling from any Salesforce object (contacts, opportunities, accounts, custom fields). Eliminating manual data entry and the errors that come with it.
The Result:
Thorough, consistent, data‑driven documents produced faster, so teams spend less time, filtering, downloading, copy/pasting and more time on work that drives revenue.
Fast, Code-Free Document Flow Execution
Initiate document flows quickly using the Experlogix Quick Flow dropdown, accessible from any Salesforce object. This intuitive tool makes it easy for non-technical users to start essential workflows without writing code, streamlining document-related tasks, and boosting overall productivity.
The Result:
Thorough, consistent, data‑driven documents produced faster, so teams spend less time, filtering, downloading, copy/pasting and more time on work that drives revenue.
Secure and Role-Based Flow Management
Control which Salesforce objects are available for document flows and filter access based on user roles. This ensures that each user can only access and initiate flows relevant to their responsibilities, supporting both security and operational clarity.
The Result:
Departments can manage their own document workflows independently, while maintaining robust governance.
Automated Document Workflows for Seamless Operations
Design workflows that automatically attach generated documents to Salesforce records, create activity logs, deliver documents by email, and track communications all within Salesforce. This automation reduces manual effort and keeps your document processes organized and transparent.
The Result:
Shorter document cycle times with fewer manual touchpoints, higher consistency across teams, improved visibility into status and performance, and a single source of truth that strengthens compliance and customer experience.