Scenarios for Document Automation

Create appealing and customized documents directly from Microsoft Dynamics 365 Finance & Supply Chain Management. Design and edit your templates easily using Microsoft Office templates. This allows you to focus on your core processes, as complex customizations and reporting tools are no longer required.

Easily design your proposal templates in Microsoft Word, Excel and PowerPoint, integrate data, conditions, images, text blocks or bar codes! Generate Quotes, service reports, sales reports, contracts and all other documents automatically from Dynamics 365 for Sales and Dynamics CRM.

Generate appealing and individual reports from MS Dynamics 365 Business Central | NAV. You can easily create and edit your templates in Microsoft Office with a no-code approach. Finally concentrate on your key competences as extensive designs with Microsoft RDLC Report Designer are no longer needed.

Generate attractive and individual quotes, contracts, HR documents, emails and reports directly from SAP with just one click with dox42 - anywhere and anytime.

Read data, images and entire documents from unlimited dox42 data sources such as SharePoint Lists, Libraries and a lot more.

Generate Word documents, PDFs, PowerPoint presentations, Excel sheets and E-Mails with dynamic content by a click or workflow from Microsoft Teams.

Enables automated document generation directly from d.velop documents using your business data and templates created in Word, Excel, or PowerPoint.