Product Overview
Powerful document generation and document automation
Simplify and automate your business document processes, from creation to delivery of better documents, faster.
Simplified, optimized, automated documents
The Experlogix document generation and document automation solution provides business users with robust yet user-friendly features to simplify, optimize and automate business-critical document processes.
From a single, intuitive platform, you are empowered to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, and generate documents interactively, in batches or through automated flows, resulting in accelerated document processes, increased productivity and reduced dependence on IT.
Specifications
Powerful, flexible, user-friendly features
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.
Template design
Our Template Builder add-in for Microsoft Word gives you the tools you need to create dynamic, data-driven templates and configure complex workflows and business rules, so you can generate professional documents with accurate content, terminology, branding, and format.
Digital data capture
Experlogix Smart Forms are responsive, web-based or embedded data capture forms that enable your users or customers to easily enter and submit information electronically, through a better, faster, paperless, and guided process.
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.
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.
Electronic signature
Experlogix offers secure connections with DocuSign, Sertifi, OneSpan Sign, and Adobe Sign, enabling you to capture in minutes trusted electronic signatures on your business documents and accelerate transaction times.
Connectors
Experlogix provides connectors to leading applications and enterprise core systems – CRM, ERP, CPQ, ECM, file storage and sharing, electronic signature, etc. – making the creation, delivery and storage of data-driven documents easier than ever before.
Key integrations with your core systems
Power up your enterprise core systems with Experlogix’s document generation and document automation capabilities to easily and efficiently create, generate, manage, deliver, store, and e-sign data-driven, accurate and engaging documents – without leaving your technology environment.
Experlogix for Microsoft Dynamics 365
Empower your Dynamics 365 users with an innovative document generation solution enabling the creation, management and delivery of better documents, faster.
Experlogix for SugarCRM
Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.
Experlogix for Salesforce
Let your Salesforce users leverage robust document generation capabilities to create, deliver and store business documents, better and faster.
Experlogix for Microsoft Power Platform
Empower business users to build, automate and integrate streamlined, consistent document processes with your Power Apps and Power Automate flows.
Experlogix CPQ
Bring powerful CPQ and document generation capabilities to your CRM or ERP platform to create, deliver and e-sign tailored, accurate and compelling quotes, faster.
Document Automation API
Add sophisticated document generation and document automation capabilities to your software applications, using the Document Automation API.
