Xpertdoc Document Flow Automation for Dynamics 365 – Model and Run Document Flows

In this feature highlight video, we describe and demonstrate in detail how you can utilize the Xpertdoc Smart Flow Builder to simplify and automate your document generation processes within your organization. Smart Flows not only gave its name to our latest Xpertdoc solution for Microsoft Dynamics 365, but it is our unique way to empower a Dynamics 365 user to configure the entire document generation and delivery process, step by step, within a 1-screen user interface.

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Experlogix

Experlogix CPQ makes configuration and other processes faster than you ever thought possible and simpler than you dared to imagine. We reduce friction, ensure accuracy down to the most specific detail and at every step, and offer low-code/no-code...READ MORE