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Experlogix Document Automation
What Is Experlogix Document Automation?
Experlogix's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM
Who Uses Experlogix Document Automation?
Organizations of all sizes and industries that are looking to streamline and automate their document-centric processes to improve customer communication and internal productivity.
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Experlogix Document Automation
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Reviews of Experlogix Document Automation
Really complete solution when using Dynamics 365 and Dataverse environment
Pros:
Lots of ways to achieve with templates what result you want to see. Formulas, complex expressions, data sets, results sets, so much options.
Cons:
Something, the error message in Word Add-in are not really helpful, but Experlogix is improving this over time
Clean and simple to use solution for document generation within D365 CRM
Comments: We were replacing a custom Quote generation iPad app with a more generic cross-ecosystem document generation solution and Experlogix fulfilled it's role really well!
Pros:
We loved the ease of use for our most common scenarios
Cons:
It's slightly more expensive than the popular alternative but it has a more modern interface and slightly easier UI.
The software works very well. It is great.
Comments:
I just see the benefits of this software. It saves time for us to have it.
The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget.
Experlogix Response
9 years ago
Katerina, we will have someone reach out to you to assure proper processes are being used, and help you and your team leverage the latest version of the software.
XpertDoc @ ABC Financial Services, Inc.
Comments: XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management.
Experlogix Response
9 years ago
Thank you for your great thoughts. We love working with your team and glad that you have embraced the power of Xpertdoc and how it helps you interact in a more meaningful way with your clients.
Breath of Fresh Air!
Comments: Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well.
Experlogix Response
9 years ago
Thanks for the great words David. We take pride in partnering to make our clients successful.
