
5 Benefits of Capturing E-Signatures with a DocuSign Connector for Dynamics 365
Are you looking for a quicker way to generate highly personalised quotes, proposals, invoices and other documents?
Xpertdoc for Microsoft Dynamics 365 enables end-users to easily generate documents using data from Dynamics 365 / Dataverse in a common, consistent format. Efficiently produce routine documents, as well as detailed reports to shortcut existing processes where information is manually collated.
Reduce errors and save time by applying simple or complex document flows using flow steps and wizard-driven conditional logic to precisely define the content presented for each recipient.
As an Xpertdoc partner, Preact implements Xpertdoc to implement automated document generation flows from Dynamics 365. Contact us today to find out more and discuss your requirements.
Connect data from Dynamics 365, Xpertdoc Smart Forms, Xpertdoc Content Manager and document templates.
Create compelling business documents using automated Xpertdoc Smart Flows containing conditional data-driven steps.
Send documents via a range of options including email and e-sign platforms, and store documents in Dynamics 365 or SharePoint.
Visually build automated document flows which contain conditional steps, such as sending generated documents by email and creating Notes and Activities with attached documents.
Xpertdoc Template Builder add-in for Microsoft Word allows users to create dynamic and professional templates. This enables automated data integration from multiple sources, barcodes and QR codes, tables, multimedia content, and language variations. This also supports add in expressions for calculations and complex conditions to include / exclude content.
All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. Apply information to Word or PDF templates from related entities which may be several levels, down, up, or across.
Integrated control panel to access and manage project settings, controls and configurations.
Preact has deployed Xpertdoc with Smart Flows for many of our customers to meet requirements where regular template functions aren't sufficient. This allows non-technical users to easily build and manage document generation flows without the intervention of an IT teams as no coding skills are needed.
If that sounds like what you're looking for, why not get in touch to learn more and arrange a demonstration?