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Document automation made simple.

Powerful, intuative, fully integrated, flexible document generation software

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No-code document automation software

  • Create tailored documents with dynamic content and data from your current systems automatically
  • Generate contracts, offers, quotes, letters, emails, presentations, policies and more using dox42
  • dox42 fully integrates with your existing platforms such as Microsoft Dynamics CRM, Teams, SAP, custom systems and more

Create complex documents automatically

dox42 has a dynamic content feature, meaning you can include tables, dynamic charts, text modules and QR codes taken from your other systems and tools.

Powerful integration capabilities

dox42 integrates with many platforms including Microsoft Dynamics, SharePoint, databases, custom systems, CRM, SAP, NAV WebServices, Excel and more...

Flexible corporate design options

Design templates with your corporate design and branding fast and flexibly using the dox42 Microsoft Office add-ins. The dox42 server can be integrated into CRM, ERP systems, workflows, websites, applications and SharePoint seamlessly.

Benefits of dox42

  • dox42 can be on premise or in the cloud
  • Built in connectors to other automation tools
  • Business users can manage their own templates
  • Data mapping with multiple data sources
  • Apply data maps to multiple templates
  • Robust and scalable platform trusted by 700+ organisations

Powerful integration that makes your documents fully customisable

  • Integration with some of the most used platforms in the world including Excel, SharePoint, Dynamics 365, SAP, custom systems and more
  • Tailor each document with information from your different systems
  • Include bar codes, customer information, dynamic tables, diagrams, images and more with dynamic content 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

“If you’re an IT professional or a solution architect looking to apply document automation strategically in your application or your solution layers, then we’d recommend looking at dox42 for that.”

 

Document automation is perfect for:

  • Organisations producing large volumes of documents who are looking to streamline processes and save time and money
  • Businesses who work with lots of systems and/or complex data to include in documents in different formats
  • Organisations looking to reduce errors, with an agile, flexible solution like dox42
  • Organisations with complex document structures

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"

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Streamline Document Generation with dox42 Server Integration

  • Unlimited documents and users with the dox42 server
  • High performance document generation
  • On-premise, hybrid or pure cloud
  • Safe and secure

Generate documents with information from Microsoft Dynamics CRM

  • Integration between dox42 and Microsoft Dynamics means a seamless experience for your end-users
  • Create bespoke documents with custom information pulled directly from your CRM systems
  • Easily generate and edit your templates in Excel, PowerPoint and Word with dox42's 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

Contact Us

Your document automation Partner in the UK

  • Experienced and highly accredited technology software partner in the UK
  • Fully automate your document generation with seamless integration into your current systems
  • Powerful, flexible and intuitive platform trusted by companies across the globe

We help organisations that produce large volumes of documents to automate

Legal

Legal firms generate millions of documents on an annual basis. Automating your document generation process means time and cost savings for firms across the UK. Legal firms look to deliver quality, accurate documentation with speedy results particularly when it comes to communication with their customers- dox42 and Synergi can help you with legal document automation software. Book your free demo today.

Manufacturing

According to MAKE UK the manufacturing sector employs 2.6 million people in the UK, many of whom work in back office systems, producing documents such as offers, orders and invoices. Synergi can help manufacturing organisations to generate accurate reporting and customer facing documents at the click of a button with information pulled from your sector specific systems. Book your demo today to see how dox42 could help your manufacturing business.

Insurance

As a highly regulated industry the insurance sector requires tailored and accurate information to be produced in documents such as rental & employment contracts, financial reports and more. dox42 integrates with all of the leading technologies and also custom systems to pull key information into bespoke documents. See how Synergi could help your insurance business today and book your free demonstration.

Public Sector

The public sector is made up of varying organisations from education to housing associations, all of which produce vast amounts of personalised documentation. These include permits & legal documents which often have confidential, complex and individual information. dox42 caters for these specifications perfectly with its integration capabilities and dynamic content displayed in whichever way its needed. Book your free demonstration today to see how dox42 could help your organisation.

Energy

The energy industry generate large volumes of customer communications and documentation in relation to large project work such as decommissioning. dox42 has the power to produce documents such as offers, orders & invoices with information taken from other online systems to create tailored, accurate documentation. This saves vast amounts of time and subsequent budget; register your interest for a dox42 demo today.

Retail

Retail professionals often need to create documents such as offers, orders, invoices and employment contracts. dox42 can help retail professionals generate these documents faster with the added benefit of being fully branded for consistency.

Construction

The construction sector produce various types of documents, often on a large scale, such as quality and project management reports, employment contracts and more. dox42 empowers its users to generate tailored documents with information from your other systems. This removes the need for the manual creation of documents and can take a process from days to minutes.

Transport

Transport organisations create many documents that can be automated with dox 42. dox42 document automation software can generate tailored documents with information taken from other systems giving the end-user a branded, tailored document. See how dox42 can help your business today and schedule a free demo.

Document automation UK examples

  • Letters, emails, reports & contracts
  • Offers, orders, policies & invoices
  • Sales proposals, presentations and brochures
  • Employment contracts and agreements
  • Quality and project management reports and much more...
  • All made with data from your systems and fully branded for consistency

Request your free dox42 demo

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