Experlogix Document Automation is a software solution designed to automate and streamline the creation, management, and delivery of business documents. It integrates with CRM and ERP systems, enables users to build dynamic templates in Microsoft Word, and supports automated workflows, batch processing, and digital signatures. The solution is scalable for both low- and high-volume document generation and includes a secure content management system for digital assets.

Key Features

Template Builder for Microsoft Word Create dynamic, data-driven document templates.

• Build templates with text, images, charts, tables, barcodes, and QR codes.
• Define business logic and calculations without programming.

Smart Flows Automation Automate document workflows with a visual interface.

• Configure creation, generation, delivery, storage, and e-signature processes.
• Use conditional logic for customized flows.

Integration with CRM/ERP Connects to major business systems for seamless data use.

• Collects data from custom and standard entities.
• Plug-and-play connectors for easy integration.

Batch Document Processing Automate large-scale document generation and management.

• Server-side assembly, PDF conversion, and concatenation.
• Supports high-volume batch scenarios.

Content Manager Secure repository for digital asset management.

• Store, manage, and retrieve documents, images, and multimedia.
• Structured and secure storage environment.

E-signature Integration Supports trusted electronic signatures.

• Integrates with DocuSign, Sertifi, OneSpan Sign, ConsignO Cloud, and Adobe Sign.
• Accelerates transaction and approval times.

AI-Powered Automation Leverage AI for advanced document handling.

• Instantly translate documents into 130+ languages.
• Generate custom forms to improve data intake.

Benefits

Increased Efficiency Reduces manual document creation time and errors.

• Automates repetitive tasks and workflows.
• Enables quick generation and delivery of documents.

Cost Reduction Lowers operational and administrative costs.

• Decreases time spent on document management.
• Minimizes risk of errors and rework.

Improved Accuracy and Compliance Ensures consistency and reduces quote errors.

• Standardizes document templates and logic.
• Facilitates compliance through controlled processes.

Enhanced User Experience Empowers business users with intuitive tools.

• No programming required for basic templates.
• Visual workflow builder for easy automation.