Sell More and Faster with Document Automation in Dynamics CRM/CE

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The move to technologies that automate the document generation process, from creation to delivery, is transformational for business operations. As providers continue to perfect their solution’s capabilities, they are also offering a compelling user experience, speed of implementation, and ease of integration with existing systems and applications. Simplifying the toolset for business users is taking its place among the most desirable attributes of workplace technologies today.

This whitepaper examines a critical business process in all organizations focused on sales – the Lead-to-Close process. It reveals how document generation and automation help companies achieve benefits at each step of this process, making a very real difference for business users and corporate bottom lines. It also includes success stories of actual customers.


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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