Doxee Document Generation and Customer Communication Management for Microsoft Dynamics
by Doxee
Manage the document creation process in a collaborative and automated way. Watch our demo today!
EFFICIENCY AND ACCURACY
Document creation in seconds, not hours. Avoid copy-paste errors and the use of outdated templates. With Doxee you generate documents based on the right templates, with data from your CRM.
INNOVATIVE TEMPLATE CREATION AND MANAGEMENT
With the integrated graphical Doxee Business Designer it's easy to create and manage templates, template parts, stylesheets, rule definitions and mappings to Sales-Cloud data.
PROCESS DRIVEN
In addition to the document processes already provided in the Doxee standard installation, further processes and workflows can be defined and linked across CRM boundaries with other core applications such as ERP systems.
Do you always struggle to find the right template? Are you seeking a document generation solution that helps you to keep track of every template versions and doubles your document creation speed? Join our customers and experience:
✔ Faster document creation
✔ High increase in efficiency
✔ Optimized internal processes
✔ 2x faster template creation
Use the Doxee platform for your document composition and output management. Create and edit the following documents for a wide variety of output channels and formats like PDF, HTML5, Microsoft Word and E-mail:
Quotes
Proposals
Renewals
Contracts
Invoices
Receipts
Tickets
Forms
Responsive Emails
Customer Feedback
Catalogues
You can create all the documents you need for your customer communications. Doxee supports mass printing as well as on-demand interactive document creation on a central platform which is seamlessly integrated into your existing system architecture. Implement your customer experience management strategy and facilitate consistent customer communication and interaction. With the seamless integration of the Doxee platform, you'll use customer information from CRM, ERP, and legacy systems efficiently throughout all channels. Bundle the strengths of CRM and Doxee’s CCM (customer communication management) and offer innovative customer experiences.
Sounds interesting? Click the ‘Contact me’ button above and our sales team will contact you to schedule a demo!