Experlogix Document Automation

RATING:

4.4

(5)
Overview

About Experlogix Document Automation

Experlogix Document Automation is a document generation and automation software designed to help manufacturing, legal, sales, insurance, healthcare, and other businesses manage the creation, storage and approval of contracts, proposals, policies, and more. The platform enables organizations to capture client information, store content and generate any business documents using automated workflows. Experlogix Document Automation includes a template designer, which enables users to create custom templates and forms, and apply formatting rules for numbers, date, time, percentage and currency. Features include barcode integration, version tracking, e-signatures, printing, searching, rule-based filters, single sign-on (SSO) authentication, and more. Additionally, administrat...

Experlogix Document Automation Pricing

Contact Experlogix for pricing information.

Starting price: 

$2,000.00 

Free trial: 

Not Available

Free version: 

Not Available

Easily build document processes to simplify, optimize and automate the creation, generation, management, delivery, storage, and e-signature of business-critical documents.
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Experlogix Document Automation Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Experlogix Document Automation

5 Reviews

Pascal

Leisure, Travel & Tourism, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed July 2023

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

Olivier

Information Technology and Services, 1,001-5,000 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

Clean and simple to use solution for document generation within D365 CRM

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.

Reason for choosing Experlogix Document Automation

Quality

Reasons for switching to Experlogix Document Automation

We required a more generic solution with better support.

Katerina

Used free trial

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

CUSTOMER SUPPORT

4

Reviewed September 2015

The software works very well. It is great.

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.

Vendor Response

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.

Replied September 2015

Josh

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed September 2015

XpertDoc @ ABC Financial Services, Inc.

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.

Vendor Response

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.

Replied September 2015

David

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed August 2015

Breath of Fresh Air!

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.

Vendor Response

Thanks for the great words David. We take pride in partnering to make our clients successful.

Replied August 2015

5 Reviews