Experlogix Document Automation Reviews & Product Details

Experlogix Document Automation Overview

What is Experlogix Document Automation?

Experlogix Document Automation simplifies, optimizes, and automates consistent document processes, from creation to delivery to drive engagement and growth. Create simple or complex document templates and generate documents interactively in batches or through automated flows. Deliver professional detailed documents faster, resulting in improved communications, accelerated business processes, and increased productivity with reduced dependence on IT. Experlogix Document Automation software integrates with leading CRM platforms (Microsoft Dynamics 365, SugarCRM and Salesforce), business applications (Microsoft Power Platform), and enterprise core systems (ERP, CPQ, ECM, etc.), enabling you to leverage powerful document generation and automation capabilities from your environment. Visit https://www.experlogix.com/document-automation/ for a free trial.

Experlogix Document Automation Details

Discussions

Experlogix Document Automation Community

Languages Supported

English, French, Dutch

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Product Description

Transform your document-centric processes and empower business users with leading document generation and automation.

How do you position yourself against your competitors?

Experlogix Document Automation has two key characteristics that set us apart from competitors:

1) Experlogix DA technology leverages Microsoft Word – the primary program for document creation – enhancing how Word documents are structured to provide robust, dynamic composition capabilities.

2) Experlogix is committed to meeting customer-specific needs. While some competitors may provide similar technology, Experlogix does not have a one-size-fits-all approach and addresses every customer's particular challenges by listening and providing a solution tailored to their business objectives.

Seller

Experlogix

Description

Experlogix elevates client engagement, business growth and success for thousands of customers and partners worldwide.The Experlogix suite of business applications offers purpose-built digital solutions that make it easier for your clients to buy from you. No matter how complex your business or its products, our seamless integrations and low-code/no-code configurability create outstanding digital experiences for your buyers, clients, distributors, and dealers.Headquartered in the United States and the Netherlands, we’ve worked with thousands of customers across a wide range of industries over the past two decades to engage clients and achieve business growth with Configure Price Quote (CPQ), Document Automation, and Digital Commerce solutions.Read through our posts and visit www.experlogix.com to learn more.

Overview Provided by:

Pamela Velentzas

Senior Marketing Leader - IT, SaaS, High Tech, B2B, Enterprise, Cloud, Software

Experlogix Document Automation Media

Experlogix Document Automation Demo - Experlogix Smart Flows

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

Experlogix Document Automation Demo - Experlogix Smart Flows Project Console

Create dynamic, data-driven templates from the Project Console, and configure complex workflows.

Experlogix Document Automation Demo - Multiple Data Sets

Multiple data sets can be created and combined in document templates. Include data from all standard and custom entities, with multiple levels of relationship, as well as all field types and virtual entities.

Experlogix Document Automation Demo - Flow Execution Panel

Run flows from the Flow Execution Panel and generate professional documents with accurate content, terminology, branding, and format.

G2 reviews are authentic and verified.

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David C.

Enterprise (> 1000 emp.)

8/1/2023

"Quick and Effective"

5/5

What do you like best about Experlogix Document Automation?

I like how easy it is to configure and how flexible it is to make changes. That has helped us tremendously with design changes.

We decided on Xpertdoc due to its flexibility, other services did not provide this. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

I would like to see a broader integration with Experlogix product configurator. Perhaps be able to use data from the CPQ to publish on the document. I would like to see that feature being available to your customer who purchased Xpertdoc and CPQ Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

8/2/2023

"Excellent upgrade to the Dynamics functionality"

5/5

What do you like best about Experlogix Document Automation?

The ability to pull information from many different parts of the CRM to create contract documents is a huge timesaver Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

The learning process was quite involved and we hit a few snags along the way, mostly to do with documents in OneDrive not being compatible with the save locations in XpertDoc Review collected by and hosted on G2.com.

Andrew C.

CEO

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

9/25/2023

"Provide an extensive range of Features"

5/5

What do you like best about Experlogix Document Automation?

The learning process is quite involved. We managed to resolve issues with documents in OneDrive. Specific and detailed error messages greatly assist in troubleshooting server issues. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

The lack of online documentation makes it difficult for users. This limits usability. Review collected by and hosted on G2.com.

Bernard C.

Enterprise (> 1000 emp.)

7/26/2023

"Great product"

5/5

What do you like best about Experlogix Document Automation?

Allows remote users access data much easily and quickly Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

Mobility access needs to improve, ideally everything accessable via a mobile app Review collected by and hosted on G2.com.

Verified User in Information Services

Enterprise (> 1000 emp.)

10/6/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Amazing Product & Convenient to use"

4/5

What do you like best about Experlogix Document Automation?

The way Xpertdoc stitches the XML payload to produce well-formatted Microsoft word and pdf document is commendable. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

Many a time if there is some issue at XPERTDOC server end the error messages are very generic one. Need to have more verbose and better error messages to understand what went wrong at the server. Review collected by and hosted on G2.com.

Recommendations to others considering Experlogix Document Automation:

There is very less documentation available either online or on site. There should be more detailed information around the programming and using the product. Review collected by and hosted on G2.com.

What problems is Experlogix Document Automation solving and how is that benefiting you?

Creating a word document with different sections and stitching it together in a well-formatted way without losing any style and fonts. Xpertdoc comes really handy at it. It is convenient and very simple to use. Review collected by and hosted on G2.com.

Cait M.

Supervisor, Underwriting Systems Analysis

Insurance

Mid-Market (51-1000 emp.)

4/19/2017

"Well-designed, Flexible Solution Combined with Excellent Customer Support"

5/5

What do you like best about Experlogix Document Automation?

One of the best implementation features is the automated Calligo template migration and compare tool. This tool allowed Xpertdoc to convert and verify the conversion of all of our templates in a matter of weeks rather than having to spend months recreating all of the templates from scratch. The ability to implement the solution in under a year was beneficial both for the staff and for resource allocation. The solution itself is very easy to use. We received roughly 2.5 days of training and, aside from questions here and there, have been able to adapt very quickly.

Regarding the vendor, one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution. The Xpertdoc team worked collaboratively with us to design a solution that would best meet our goals, while staying on time and within budget. Their response time to issues and general inquiries is unparalleled. Rather than build a solution for requirements we sent to them, we were heavily involved in the creation of the solution design document, the development of new workflows, and in the testing of the solution. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

In Xpertdoc Portal 3, navigation and management of libraries could be improved. While functional, it's sometimes cumbersome to manage updates affecting multiple folders. Review collected by and hosted on G2.com.

Verified User in Insurance

Enterprise (> 1000 emp.)

6/21/2017

"Analysis of Legacy Publishing Assets"

4.5/5

What do you like best about Experlogix Document Automation?

Xpertdoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers - we knew exactly what to expect, and when to expect it. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

In our limited work with Xpertdoc there was very little to dislike. Review collected by and hosted on G2.com.

What problems is Experlogix Document Automation solving and how is that benefiting you?

Xpertdoc conducted a one-time analysis for us to extract business logic from a legacy publishing solution. Their ability to consume a vast number of content generation templates with embedded data transformation and business logic allowed us to build confidence that all the nuances of the old system were covered (or no longer required) in our migration to a newer publishing platform. Review collected by and hosted on G2.com.

Verified User in Machinery

Small-Business (50 or fewer emp.)

10/11/2017

"Great solution"

4/5

What do you like best about Experlogix Document Automation?

Develop good looking documents and integrates with existing software Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

Sometimes the speed is frustrating. Our users don't like waiting on the "swirl of death"... Review collected by and hosted on G2.com.

Michael M.

Manager - Sol. Eng. & Order Admin

Computer Software

Mid-Market (51-1000 emp.)

6/20/2017

"XpertDoc User Review"

4/5

What do you like best about Experlogix Document Automation?

Customizable Templates help us solve our document requirements. Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

Complexity of setup. Requires some VB Scripting to successfully use which requires us to engage IT for every updated. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

6/20/2017

Business partner of the seller or seller's competitor, not included in G2 scores.

"Very powerful product - our go-to for complex document generation"

4.5/5

What do you like best about Experlogix Document Automation?

Speed and can do anything in the way of document creation Review collected by and hosted on G2.com.

What do you dislike about Experlogix Document Automation?

Can be complex - page breaks are the hardest Review collected by and hosted on G2.com.

Recommendations to others considering Experlogix Document Automation:

If you want the best... :) Review collected by and hosted on G2.com.

What problems is Experlogix Document Automation solving and how is that benefiting you?

Replaced bespoke software requiring large numbers of servers and error prone process with robust fast process reducing errors and time. Review collected by and hosted on G2.com.