Experlogix Document Automation – formerly known as Xpertdoc – enables you to produce quotes, contracts, letters, and reports directly from data in Dynamics 365, using templates that business users maintain themselves in Word.

No more copying and pasting

When documents are assembled manually, inconsistencies arise: an incorrect price, an outdated logo, or terms from the previous version. With templates linked directly to the data, the document is correct every time – and consistent across departments.

The entire workflow, not just the document

Smart Flows handles the steps surrounding the document: generation, approval, signing, distribution, and archiving. This makes the agreement traceable from the moment it is created until it is signed and stored.

Built for Dynamics 365

The solution retrieves data directly from Dataverse and can be triggered either by a button in Dynamics 365 or by a flow in Power Automate.