Formerly known as Xpertdoc, Experlogix is a low-code document automation solution that empowers business users to streamline and automate their workflows. Unlike traditional software where developers are responsible for building and maintaining applications, Experlogix gives users the power to do it themselves without developer involvement.
Experlogix
Experlogix has grown in size with over 50,000 users worldwide, which translates to more than 100 million documents generated annually by Experlogix-powered customers. The Experlogix platform’s success comes down to empowering the right people — business users who understand the process, not IT or developers who have little to no knowledge of it.
The low-code design environment allows users to build and deploy their document workflows, regardless of whether they are located on-premises or in the cloud, without involving an IT department or waiting for code to be written. Experlogix provides drag-and-drop tools to map data, insert dynamic content, add charts, images, and more, all while avoiding developers, coding, and delays.
A key differentiator between Experlogix and many of its competitors is the use of AI to create forms automatically from a plain-language description. You don’t need to manually setup fields or spend time determining what goes into each one.
Integrate with Microsoft Dynamics 365, Power Platform, and Other Business Systems
Experlogix integrates seamlessly with both Microsoft Dynamics 365 (formerly CRM Online) as well as the Power Platform. Users can work within Dynamics 365 to define and generate customized document templates using the built-in template designer. Alternatively, you can take advantage of Experlogix Smart Flows, which is essentially an enterprise-grade orchestration platform specifically designed to work with Microsoft Dynamics 365 and the Power Platform. If your company uses another CRM platform or other business application, then Experlogix can help too by integrating directly through either open APIs or plug-and-play connectors. Regardless of how you choose to integrate, users can access all of these systems through the Experlogix interface, rather than having to navigate out of their preferred system.
Beyond Template Creation: Experlogix Enables Full Lifecycle Document Capabilities
Document creation is just the beginning of the Experlogix story. Once the template is created, the Experlogix platform enables a low-code document flow automation capability that includes approval routing and eSigning processes. From there, powerful post-processing capabilities allow you to deliver the final output in multiple formats — whether that means adding a hashtag or inserting an image tag somewhere in the middle of a document.
Ultimately, Experlogix makes it possible for anyone to quickly automate the creation of complex business documents, regardless of their technical background. Whether you’re generating sales proposals, service contracts, invoices, or anything else, you can rely on Experlogix to handle the rest.