Experlogix Document Automation
Experlogix Document Automation helps business teams create documents from complex data and automate the surrounding workflows.
What Experlogix Document Automation is
Experlogix Document Automation helps business teams create documents from complex data and automate the surrounding workflows. A Microsoft Word add-in supports templates with data fields, conditional content, multi-brand layouts, calculations, and business rules. Documents can be generated on demand, in bulk, or in response to events, schedules, and workflows. Supported outputs include PDF, DOCX, XLSX, and PPTX, among other formats. Workflow tools can route documents for review, approval, and eSignature, then deliver or store them through email, print, cloud storage, portals, or integrated systems. Listed integrations include Microsoft Dynamics 365, Microsoft Power Platform, Salesforce, SugarCRM, and the Experlogix API. Its API uses role-based keys to manage integration permissions and can trigger document processes from external applications. AI features include assisted form creation, translation supporting 130+ languages, and workflow orchestration with Copilot. Smart Flows can run in self-hosted on-premises environments. The product is paid, with pricing on request, and has a 30-day trial but no free plan. Trial document production is limited. Experlogix was founded in 2000.
Good
- Templates support conditional content and business rules.
- Generates documents in bulk or on demand.
- Approval and eSignature workflows are available.
- Integrations include Microsoft Dynamics 365 and Salesforce.
- Self-hosted on-premises deployment is supported.
Watch out
- No free plan is available.
- Pricing is provided on request.
- The trial limits document production.
- Licenses set user and generation limits.
Who it suits
It suits organizations with complex document processes that need data-driven templates, bulk generation, approvals, or integrations. Business teams seeking to build workflows with less reliance on developers may also find it relevant.
Verdict
Experlogix Document Automation brings templates, generation, approvals, and delivery into data-driven document workflows. It may suit organizations with complex processes, but pricing is on request and trial output is limited.
Plans and prices
From Experlogix Document Automation's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 30-day free trial | Free | 30 days · pre-configured Word templates · pre-built automation flows · online training options |
The facts
Each one read from Experlogix Document Automation's own pages, with the date it was checked.
What it does
- AI
- AI features include assisted form creation, document translation supporting 130+ languages, and workflow orchestration with Copilot.checked 8 Oct 2026
- API
- The API is based on the OpenAPI Specification and provides a server-side component to integrate document processes with applications.checked 8 Oct 2026
- API access
- The API uses role-based keys to define integration permissions, and it can trigger generation, approvals, delivery, storage, and e-sign steps from external apps.checked 8 Oct 2026
- Audience
- The product is presented for business users and organizations with complex document processes who want to build templates and workflows with less reliance on developers.checked 8 Oct 2026
- Deployment
- Smart Flows can be deployed in self-hosted on-premises environments using traditional or Docker-based installation methods.checked 8 Oct 2026
- Document generation
- The product can generate documents on demand, in bulk, or from events, schedules, and workflows, in formats including PDF, DOCX, XLSX, and PPTX.checked 8 Oct 2026
- Generation
- It can generate documents on demand, on a schedule, or in bulk across formats including PDF, Word, and Excel.checked 8 Oct 2026
- Integrations
- Listed integrations include Microsoft Dynamics 365, Microsoft Power Platform, Salesforce, SugarCRM, and the Experlogix API.checked 8 Oct 2026
- Intended users
- The product is described as low-code/no-code software for business teams to build templates, automate workflows, and integrate data without relying on developers.checked 8 Oct 2026
- Licensing
- Licenses set user and document-generation limits, and commercial editions are Standard, Premium, Ultimate, and Enterprise.checked 8 Oct 2026
- Purpose
- Experlogix Document Automation designs document workflows and generates documents from complex data sources.checked 8 Oct 2026
- Security resources
- Experlogix's Trust Center offers public privacy and data-processing resources, while access to its SOC 2 report requires approval.checked 8 Oct 2026
- Support
- Experlogix links customers to customer support, a knowledge base, and training resources.checked 8 Oct 2026
- Template design
- Users can build data-driven templates with conditional content and business rules using a Microsoft Word add-in.checked 8 Oct 2026
- Templates
- Its Microsoft Word add-in supports dynamic templates with data fields, conditional content, multi-brand layouts, and calculations.checked 8 Oct 2026
- Workflow
- Workflows can route documents for review, approval, and eSignature, then deliver or store them with audit trails and status visibility.checked 8 Oct 2026
- Workflow and delivery
- Documents can be routed for review and approval, then delivered or stored through email, print, cloud storage, portals, or integrated systems.checked 8 Oct 2026
The company
- Company history
- Experlogix's About page says Xpertdoc was founded in 2000 and later branded Experlogix Document Automation.checked 8 Oct 2026
- Founded
- 2000checked 28 Sep 2026
Money
- Free trial
- The product page offers a free trial and a demo.checked 8 Oct 2026
- Trial limit
- The Smart Flows trial is limited in the number of documents it can produce and is designed to support Microsoft Dynamics 365 CE features, with supported e-signature features available when requested.checked 8 Oct 2026
