Experlogix Document Automation

Spec sheet

Purpose

Experlogix Document Automation designs document workflows and generates documents from complex data sources.Read 8 Oct 2026 · experlogix.com

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.Read 8 Oct 2026 · experlogix.com

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.Read 8 Oct 2026 · experlogix.com

Deployment

Smart Flows can be deployed in self-hosted on-premises environments using traditional or Docker-based installation methods.Read 8 Oct 2026 · help.experlogix.com

API

The API is based on the OpenAPI Specification and provides a server-side component to integrate document processes with applications.Read 8 Oct 2026 · experlogix.com

Integrations

Listed integrations include Microsoft Dynamics 365, Microsoft Power Platform, Salesforce, SugarCRM, and the Experlogix API.Read 8 Oct 2026 · experlogix.com

Support

Experlogix links customers to customer support, a knowledge base, and training resources.Read 8 Oct 2026 · experlogix.com

Founded

2000Read 28 Sep 2026 · experlogix.com

AI

AI features include assisted form creation, document translation supporting 130+ languages, and workflow orchestration with Copilot.Read 8 Oct 2026 · experlogix.com

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.Read 8 Oct 2026 · experlogix.com

Company history

Experlogix's About page says Xpertdoc was founded in 2000 and later branded Experlogix Document Automation.Read 8 Oct 2026 · experlogix.com

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.Read 8 Oct 2026 · experlogix.com

Free trial

The product page offers a free trial and a demo.Read 8 Oct 2026 · experlogix.com

Generation

It can generate documents on demand, on a schedule, or in bulk across formats including PDF, Word, and Excel.Read 8 Oct 2026 · experlogix.com

Licensing

Licenses set user and document-generation limits, and commercial editions are Standard, Premium, Ultimate, and Enterprise.Read 8 Oct 2026 · help.experlogix.com

Security resources

Experlogix's Trust Center offers public privacy and data-processing resources, while access to its SOC 2 report requires approval.Read 8 Oct 2026 · info.experlogix.com

Template design

Users can build data-driven templates with conditional content and business rules using a Microsoft Word add-in.Read 8 Oct 2026 · experlogix.com

Templates

Its Microsoft Word add-in supports dynamic templates with data fields, conditional content, multi-brand layouts, and calculations.Read 8 Oct 2026 · experlogix.com

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.Read 8 Oct 2026 · help.experlogix.com

Workflow

Workflows can route documents for review, approval, and eSignature, then deliver or store them with audit trails and status visibility.Read 8 Oct 2026 · experlogix.com

Workflow and delivery

Documents can be routed for review and approval, then delivered or stored through email, print, cloud storage, portals, or integrated systems.Read 8 Oct 2026 · experlogix.com

Plans and prices

Every Experlogix Document Automation plan and price →

Where Specifiction places it

• Document Generation Software#10 of 348.3
• Document Automation Software#11 of 338.2