dox42 Document Automation in Professional Services

Professional services companies create many project- and client-specific documents, records, and e-mails. Creating them manually is not only time intensive but can also lead to incorrect or inaccessible information. With dox42 document automation, errors and delays are reduced and employees can finally concentrate on their core tasks again.

What types of documents are automated?

Offers, Orders, Invoices

Offers, Orders, Invoices

Quality and Audit Reports, Project Management Reports, Sales Presentations

Quality and Audit Reports, Project Management Reports, Sales Presentations

Legal Documents, Certificates

Legal Documents, Certificates

How does Gleiss Lutz use dox42?

With dox42 we were able to use the template, an Excel and Word template, to dynamically pour the data from the database into the complaint and to deliver the more than 250 individual complaints to the lawyers on time. It is particularly advantageous when it comes to enriching Office templates with dynamic data with pixel accuracy. It increases efficiency and automation, and is therefore ideally suited for other projects at Gleiss Lutz.

Jochen Vogel
Jochen Vogel

Head of Business Technologies

More Success Stories

Now we are able to generate accurate contracts by a single click. dox42 connects to our software for legal purposes in order to create individually adapted documents and contracts while integrating data [...]

Document automation that can integrate multiple data sources and combine different types of data has brought significant relief. dox42 has enabled us to create and customize templates in MS Word and PowerPoint according to our needs using our own resources.

We like dox42 for its flexibility in combination with the opportunity to automate processes. We can now automatically generate our quotes individually adjusted for each customer in a very efficient way. [...]

How other customers in Professional Services successfully implement dox42

Resources

Document automation & collaboration – generate D365 CE documents in MS Teams

LIVE Demo

Document automation & collaboration – generate D365 CE documents in MS Teams

Gleiss Lutz uses dox42

Referencevideo

Gleiss Lutz uses dox42

#dox42class of text block integrations

Tutorialvideo

#dox42class of text block integrations

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