Automatically generate documents from Microsoft Teams
dox42 in Practice
Why customers automate documents with dox42
Various Output Formats
Output PDF, Word, Excel, PowerPoint, save in SharePoint and Microsoft Teams, send by email, sign electronically, HTML or even print. The choice is yours - dox42 supports all common output formats.
Eliminate Copy & Paste mistakes and save time
Copy & paste is time-consuming, costly and error-prone. Wrong data in a document or sending it to the wrong recipient is embarrassing and can become expensive. Eliminate this risk, save time with automation and react quickly.
Collaboration
Document automation in Microsoft Teams enables the increase of team productivity through central processes, transparency and joint design and editing of documents and templates.
Flexible no-code data integration from all systems
Connect the data of all your systems without code. Integrate data from D365 CE, FO, BC, AX, NAV, SAP, SharePoint, O365, databases, web services, workflows, and much more.
High quality documents with one Click
Automate appealing and individual documents like quotes, service reports, sales reports, contracts and all other documents with dynamic tables and diagrams, pictures, bar codes, text modules, conditions and calculations from Microsoft Teams.
Secure in the Cloud with dox42
Use dox42 Online document generation together with Microsoft-Cloud Applications like Microsoft Teams or Dynamics 365 completely impersonated as dox42 Online uses the permissions of the logged in Microsoft user. Also, dox42 Online doesn’t save any data and uses end-to-end encryption.
Just 4 steps to your automated Microsoft Teams documents
Step 1: Template design in Microsoft Office
With dox42 you start in MS 365. Create document templates in MS Word, Excel or PowerPoint using the dox42 Add-In and insert data fields by drag and drop.
Step 2: No-Code data integration
Configure your data sources such as D365 CE/CRM, FO/AX and BC/NAV, SharePoint, SAP, SQL, WebService, XML/JSON and more with our DataMap Designer in a no-code approach.
Step 3: Generate documents by a click or workflow
Generate documents directly from Microsoft Teams. Our webservice can be integrated in buttons, workflows and any application through a REST/SOAP interface.
Step 4: Store documents to Microsoft Teams automatically or choose from various other output actions
With dox42 document automation you get to choosefrom various output options. Store generated documents automatically to Microsoft Teams, SharePoint or choose to digitally sign with DocuSign and send attached by e-mail.