Document Generation and Management Plugin
Manage the document creation process in a CI-compliant and automated way. Personalize the documents with data directly from your CRM. Doxee makes it easy to create and manage templates, so that document creation processes are fully integrated and do not require any other tools.
Overview
All in one
You don't need to switch between different tools. Document creation is possible directly in your CRM as a Mashup plugin. Manage all the workflow without leaving your CRM tool.
Personalized data
Create documents with data from your CRM. Create letters, emails, marketing materials... addressed to your contacts. Any information saved in your CRM can be added to the documents.
Flexible workflow support
Doxee App has all other Doxee components available including the workflow management. The power user can easily create individual workflows that meet any business need. It doesn't matter if you need to send documents per email, print them or send them for approval in a middle of your workflow. We support all of them and many more.
Details
Solution Type
Extensions and Add-ons
Industry
Cross-Industry, Utilities, Banking, Public Sector, Insurance
Compatibility
Works with
Features
Create a Document
Create a document directly in your CRM. You don't need to switch between different tools, document creation can be configured in your usual Workspace.
Design a Template
You can design document templates directly in your CRM. Our user-friendly designer makes designing documents fast and fun. Already during the design phase you can decide which parts of the documents are editable by the business user giving them possibility to flexible adjust content when needed.
Map the data
With the Doxee Query Builder you can easily map the data saved in your CRM with the dynamic fields in your template. Doxee Query Builder is a graphic object editor with an XML output. The XML can be added to a template during the design which makes it easy to use also for the nontechnical users.
Plans and pricing
All plans include:
Doxee App
All features are included
Price upon request- Has prerequisite
See all pricing details All features are included
Sample Pricing
Sample pricing - the price will be calculated individually based on all purchased Doxee products. Please contact us for more information.
Per MonthEUR 10.00- EUR per User
- Minimum contract 1 month
- Has prerequisite
See all pricing details Sample pricing - the price will be calculated individually based on all purchased Doxee products. Please contact us for more information.
