Document Automation

Document Automation Software

Simplify and automate document processes

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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.
Document flows

Experlogix Smart Flows are easy-to-configure, automated processes for the creation, generation, management, delivery, storage, and e-signature of business documents. Through a visual interface, you can easily build and deploy document flows leveraging conditional logic – without programming.
Output management

Our Document Services provide highly extensible automated options to process batches of document outputs. These options include server-side document assembly, PDF conversion, transformation and concatenation of Microsoft Office documents, and storage in other systems.
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.
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.

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Powerful Document Automation for Your Business Users

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

“Automated reports is one of the biggest benefits for our clients. Most firms spend hours generating valuation reports on a Monthly/Quarterly basis so having the template and being able to simplify the process is a big win for us and our clients.”

Maria Rylova Manager, Wealthcraft

“In just the first two months of using Experlogix Document Automation, we have reduced our cost to manage enrollments by 20% to 25%.”

Jim Moore Chief Operating Officer, GroupHEALTH

"Experlogix Document Automation allowed us to reduce the time to generate critical documents. What formerly took us 45-60 minutes per document now takes only 10 minutes. This saves us hours every day."

Mahdy Ghane Business Analyst, Ride Designs

“It is an easy, intuitive document generation tool that quickly does the job each time for each customer, at the click of a button.”

Silje Eriksen Bølla Leader of System Management, SR-Bank

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.