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Experlogix Document Automation Logo

Document Generation and Automation Software

(0)

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Experlogix Document Automation Pricing, Features, Reviews and Alternatives

Experlogix Document Automation FAQs

Q. What type of pricing plans does Experlogix Document Automation offer?

Experlogix Document Automation has the following pricing plans:
Starting from: $2000.00

These products have better value for money


Q. Who are the typical users of Experlogix Document Automation?

Experlogix Document Automation has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Experlogix Document Automation support?

Experlogix Document Automation supports the following languages:
English, Dutch, French


Q. Does Experlogix Document Automation offer an API?

Yes, Experlogix Document Automation has an API available for use.


Q. What other apps does Experlogix Document Automation integrate with?

Experlogix Document Automation integrates with the following applications:
Microsoft SharePoint, OneSpan Sign, Adobe Acrobat Sign, Microsoft Power Apps, Docusign, Sertifi, Dynamics 365, SugarCRM, Microsoft 365, Microsoft Power Automate


Q. What level of support does Experlogix Document Automation offer?

Experlogix Document Automation offers the following support options:
Knowledge Base, Email/Help Desk, Phone Support, 24/7 (Live rep)

Experlogix Document Automation product overview

Price starts from

2000

/user

What is Experlogix Document Automation?

Experlogix Document Automation is designed to help businesses streamline the entire document lifecycle, from creating template-based or unique contracts, quotes, policies, and agreements to storing digital assets in a centralized repository. The software allows administrators to capture information from multiple data sources including CRM, ERP, CPQ, and policy administration systems to generate documents in DOCX, PDF, HTML, or other formats.

Key benefits of using Experlogix Document Automation

- Improve communication and compliance by creating dynamic, template-based sales quotes, proposals, agreements, and more, personalized for each customer and compliant with internal and external rules.

- Accelerate business-critical processes such as contract approval, insurance claims and loan application, by streamlining and automating every document flow step – from creation to e-signature.

- Increase productivity and efficiency with digital, logic-based and automated document processes that eliminate manual, repetitive tasks, shorten review and approval time, and reduce paperwork.

- Use accurate customer data from interactive web forms, connectors and integrations to enterprise core systems like CRM, ERP, CPQ, and ECM to personalize interactions and increase engagement.

- Enhance document quality and eliminate errors, by leveraging a centralized library of pre-approved templates incorporating accurate content, terminology, corporate branding, and format.

- Reduce dependence on IT and associated delays and costs, with powerful and easy-to-use features that enable business users to execute their document generation tasks without programming skills.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Phone Support
24/7 (Live rep)

Training options

In Person
Webinars
Documentation
Videos

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Experlogix Document Automation logo

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Starting from

2000

/user

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Starting from

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Per month

Flat Rate

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Why am I seeing this?

Experlogix Document Automation pricing information

Value for money

4.5

/5

5

Starting from

2000

/user

Pricing options

Free plan
Subscription
Free trial
Pricing range

Experlogix Document Automation features

Functionality

4.5

/5

5

Total features

47

5 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Alerts/Notifications
Third-Party Integrations
Search/Filter
Document Management
Document Storage
Activity Dashboard

Experlogix Document Automation users reviews

Overall Rating

4.4

/5

5

Positive reviews

80

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.5/10
Rating distribution

5

4

3

2

1

3

1

1

0

0

PD
AvatarImg

Pascal D.

Leisure, Travel & Tourism, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Really complete solution when using Dynamics 365 and Dataverse environment

Reviewed a year ago
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

OB
AvatarImg

Olivier B.

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

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

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

Reviewed a year ago

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.

KP
AvatarImg

Katerina P.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

The software works very well. It is great.

Reviewed 9 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

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.

JD
AvatarImg

Josh D.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

XpertDoc @ ABC Financial Services, Inc.

Reviewed 9 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

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.

DH
AvatarImg

David H.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Breath of Fresh Air!

Reviewed 9 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

Vendor response

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

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