Automate document generation and delivery in Power Platform

Combine Dataverse and field data to automatically create invoices, contracts, and reports in PDF or any format you choose. Use Power Automate to build flows for automatic document creation, data population, and distribution.

What is Docs+?

Resco Docs+ is a SaaS extension for Microsoft Power Platform. It enhances the Power Platform with document automation capabilities. It combines Dataverse and field data to automatically create invoices, contracts, and reports and uses Power Automate to build flows for automatic document creation, data population, and distribution.

Handle documents and reports with one solution

Create and export work orders, machinery status updates, or service reports both on desktop and mobile. Set everything up in a simple drag-and-drop interface.

Design unified pixel-perfect documents

Create documents from scratch or use customizable templates. Generate every document in line with your company’s design guidelines.

Save time and resources

Populate your documents with data from various sources. Set up automation flows to generate reports automatically even for multiple records in your Dataverse. Make rules for sending your documents to e-mail or uploading them to SharePoint.

How Resco Docs+ works

The Resco Docs+ solution contains everything you need for designing and generating documents.

Design pixel-perfect documents with the Reports Designer

• Design and use document templates
• Set up rows, columns, and document colors
• Use page breaks and repeatable groups
• Set up rules in a no-code, point-and-click environment
• Add data from multiple tables, related or unrelated

Set up generating documents with the Power Automate Connector

• Use Power Automate flows combined with Resco Connector to generate documents automatically
• Populate documents with data from Dataverse or frontline workers
• Set up when or how often a document will be created, to whom it gets sent and where it will be uploaded