A business woman in a tan suit reading a document and sitting at her desk in front of a computer, inside of a designed green circle.

Document Automation

Document Automation Software

Simplify and automate document processes

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A business woman in a tan suit reading a document and sitting at her desk in front of a computer, inside of a designed green circle.

Key benefits

Experlogix Document Automation Features

Experlogix Document Automation empowers business users to streamline and automate document creation and delivery while simplifying document management.

Data Capture

Collect detailed customer information with Experlogix Smart Forms, plug-and-play connectors to major CRM and ERP or from your established systems. Create and combine multiple data sets in a document from custom and standard entities.

Template design

Experlogix Template Builder  add-in for Microsoft Word gives you the tools you need to create dynamic, data-driven templates and define, business logic to build detailed and professional documents. Include auto-expanding tables, calculate totals, convert data to charts and, insert images, bar codes, QR codes, etc.

Document generation

Experlogix’s enterprise-grade document generation technology is scalable from low-volume on-demand document generation scenarios to high-volume batch generation.

E-sign

Experlogix offers secure connections with DocuSign, Sertifi, OneSpan Sign, ConsignO Cloud, and Adobe Sign, enabling you to capture in minutes trusted electronic signatures on your business documents and accelerate transaction times.

Content management

Experlogix’s Content Manager is a secure and structured repository that facilitates and accelerates the management, storage and retrieval of digital assets – PDF forms and documents, logos, images, and multimedia content.

AI assistance

Leverage AI to accelerate and simplify complex document flows. Instantly translate documents into 130+ languages and generate custom forms to maximize direct data intake —saving time, reducing errors, and improving workflow efficiency.

Powerful Document Automation for Your Business Users

Our document automation software allows you to create both simple and complex document templates without programming.

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INTEGRATIONS

Key Integrations with Your Core Systems

Enhance your core systems with Experlogix Document Automation’s document generation and document automation capabilities.

We provide integrations with leading CRM platforms and business applications, enabling business users to create, manage and deliver data-driven and engaging documents without leaving their preferred system.

Dynamics 365

Microsoft Power Platform

Sugar CRM

Salesforce

Experlogix Document Automation ROI

Experlogix clients report a reduction in quote errors and time as well as improved quote accuracy.

%

reduction in operating costs

%

turnaround time is reduced with esignature

%

reduction in the risk of errors

Use Cases

Solutions That Meet Your Unique Needs

Find out how different industries and departments leverage document automation.

Government

Financial Services

Healthcare

Insurance

Manufacturing