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Document automation made simple.

Save time and money with powerful, flexible document generation software.

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How will document automation & dox42 benefit your organisation?

  • Faster document generation, reduced errors and improved user experience
  • Integrate with countless platforms such as SharePoint lists, Excel, case management systems and many more
  • Create dynamic content within your documents using different data variations such as tables, charts, headers and much more

A tool your team will love!

Empower your staff to create branded proposals, quotes, reports and more with accurate data pulled from your systems at the click of a button.

A game-changer for organisations that generate high volumes of documents

Join thousands of other UK organisations who are seeing measurable results from document automation.

dox42 'talks to' your other systems

Integrate your document automation with SharePoint, Microsoft Dynamics 365 CE | CRM, BC | NAV, FO | AX, Power Automate, Teams, Power Apps, Nintex and every other system whether its on-Premise or as a cloud service.

Powerful integration that makes your documents fully customisable

  • dox42 works with countless platforms, these can include Excel, SAP, SharePoint, Dynamics 365, custom systems and many more
  • Populate your documents with data from across your systems
  • Produce documents with dynamic data tables, import diagrams, images or even bar codes from your other systems

Schedule a free demo of dox42 today

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Hear from our experts - solving your document generation challenges

Justin Short, COO, Synergi & Johannes Linder, Lead Technical Evangelist, dox42 discuss document automation at the European Power Platform Conference

“We can really empower business users to genuinely design and maintain their own document templates on all of the data connections without having to rely on their IT department or programmers which really is a great win for so many of our customer scenarios.”

 

Document automation is perfect for:

  • Organisations creating high volumes of tailored documents
  • Businesses that have complex documents that need information taken from various data sources
  • Organisations that need a quicker, simpler and agile solution

High Quality Documents from Dynamics 365

"When we started the project, our main requirement was to create very high-quality documents directly from Dynamics CRM. We wanted to include various content types, from many different data sources and we found that dox42 fulfils all our requirements."

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Flexibility in the presentation of data from D365 CRM

"We were able to meet our requirements for an intelligent quotation process with dox42. Based on a Word template, our employees create dynamic quotes with just one click."

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"A perfect solution for the automated creation of documents"

"With dox42 we have found a perfect solution for the automated creation of documents - partially because the software product can be easily integrated into workflows. We currently use dox42 to generate documents from SharePoint."

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Generate documents with data from Dynamics CE and F&O

"We generate invoices, credit notes, collection letters, and order forms from the solution, with the support of dox42. The immediate inclusion of data stored in Microsoft Dynamics into the generated documents has drastically reduced the manual work"

Read Case Study

Create documents with information from Microsoft Dynamics CRM

  • dox42 and Microsoft Dynamics CRM talk to each other to ensure a seamless experience
  • Create brand consistent, tailored documents with information pulled directly from your CRM
  • Easily create and edit your templates in Word, Excel and PowerPoint with this easy-to-use no code tool

Free Trial

Contact our friendly team today to find out about your free trial. Please call 0191 477 0365 or email enquiries@teamsynergi.co.uk

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Your dox42 Partner in the UK

  • A platform you can really rely on to deliver across a whole spectrum of different and diverse scenarios.
  • Fully automate all kinds of documents - offers or quotes, contracts, inspections, technical reports, certificates
  • Integrate seamlessly with all of the leading technologies that our customers are utilising

We can help any organisation that produces large volumes of documents, the below sectors are seeing measurable results from document automation

Legal

Legal firms in the UK produce millions of documents annually. Making this process automated means faster results for customers and reduced human error. The team at Synergi can help you with legal document automation software.

Manufacturing

The manufacturing sector has many specific processes, their need to generate accurate reporting and contracts with data pulled from their industry specific systems is what makes Dox 42 a perfect automation software solution.

Insurance

The insurance sector is a highly regulated industry that requires vast amounts of documents, including agreements and contracts, to be generated with accurate information. Dox 42 works well in the insurance sector as this software speaks to other online systems to pull in tailored and boilerplate information.

Public Sector

Local and central government, housing associations and education all produce vast arrays of documents with often very complex and individual information. dox42 has countless integration capabilities so can read different systems and draw information into bespoke documentation.

Energy

The energy industry produce vast amounts of customer communications and have many internal processes attached to projects such as decommissioning. dox42 has the power to produce bespoke branded documents with information pulled from multiple sources and systems, giving the end user the best possible experience and saving times for your internal teams.

Retail

The retail sector requires accurate reporting and and the ability to create other documents such as letters, marketing brochures and more. dox42 can help retail professionals create these documents in a fraction of the time.

Construction

The construction industry create a varied range of documents such as letters, reports, sales proposals and marketing brochures. dox42 has the capability to make life easier for the end user, reduce errors and produce first-class branded documentation.

Transport

Organisations in the transport sector create various documents that can be automated with dox42. The transport sector is vast and there are many different use cases for document automation.

Document automation UK examples

  • Letters, emails, reports & contracts
  • Sales presentations, proposals & marketing brochures
  • Employment contracts, quality and audit reports
  • Invoices and agreements
  • All made with data from your systems and fully branded for consistency

Request your free dox42 demo

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