# Experlogix Document Automation Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Experlogix Document Automation Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/10001551/Experlogix-Document-Automation --- # Experlogix Document Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Experlogix Document Automation ## What is Experlogix Document Automation? Experlogix Document Automation simplifies and accelerates the generation of business-critical documents through a powerful low-code platform. Users can design intelligent, data-driven templates that dynamically populate with real-time information from integrated systems like CRM, ERP, CPQ, and other applications. This eliminates manual data entry, reduces errors, and ensures consistency across all outputs, whether generating a single document or processing thousands in bulk. With scalable automation and AI-assisted forms, Experlogix enables fast, accurate, and personalized document generation tailored to each customer or business scenario. Documents can be produced in multiple formats and delivered through preferred channels, supporting both internal workflows and customer-facing communications. By transforming document generation into a streamlined, reliable process, Experlogix helps organizations improve operational efficiency, reduce costs, and deliver better experiences at scale. ## What is Experlogix Document Automation used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $12 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Experlogix Document Automation?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.experlogix.com&name=Experlogix Document Automation) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Experlogix Document Automation 4.4 (14) VS. [4.7 (4,191)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $12 Per User Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (14) Ease Of Use 4.6 (4,182) Value For Money 4.3 (11) Value For Money 4.3 (3,069) Customer Service 4.5 (14) Customer Service 4.3 (2,749) ## Experlogix Document Automation alternatives [4.5 (1,245)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (2,870)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (992)](https://www.capterra.com/p/162654/PDFfiller/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,814)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227146/Microsoft-Word/) [View all alternatives](https://www.capterra.com/p/10001551/Experlogix-Document-Automation/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Templates 4.9 (7) 114.29% of 7 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Access Controls/Permissions 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Multiple Output Formats 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create content in various formats, such as print, PDF, HTML and more Process/Workflow Automation 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Collaboration Tools 3.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together Customizable Templates 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Experlogix Document Automation 50 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Software's ability to perform similar action on multiple similar files simultaneously Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Capability of a software or system to make decisions and perform actions based on specified conditions Configure existing workflows to meet your organization's needs Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, and revise contracts/written agreements Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Pre-made examples and templates for emails Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Track interaction history by documenting conversations for contacts Manage and support multiple languages Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Create content in various formats, such as print, PDF, HTML and more Streamlining repetitive tasks and activities through automated and predefined workflows Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Edit text as needed Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (11) 4.5 Based on 11 reviews ## Pricing Value for money 4.3 (11) Free Trial Basic $12.00 Per User, Value for money 4.3 (11) 4.3 Based on 11 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)[ OneSpan Sign](https://www.capterra.com/p/121512/OneSpan-Sign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (14) 4.5 Based on 14 reviews ## User reviews Overall rating 4.4 Based on 14 reviews Filter by rating 5(9) 4(2) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent RF Ryan F. Enterprise Systems Analyst Airlines/Aviation ### "Probably the Best Tool Around" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 22, 2026 Excellent with amazing professional services support. Extremely reliable and met every single business case that we came up with. Pros Simple, intuitive approach to Smart Flows, and template creation and management in MS Word. Only a basic understanding of logic and conditions is required to get started. This might be one of the best MS Word plug-in options around. Professional services support is amazing. Cons I did not like that my multiple requests for enhanced features for Adobe Sign were ignored, even if I requested to pay for the development effort. I believe the solution is missing a document preview option to help reduce the overall smart flow execution time, if you decide the preview is bad. We ended up being on a legacy version, so I don't really have any other cons to mention. There isn't much to criticize anyway. Alternatives considered [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Experlogix Document Automation It seemed like a much better fit for integrating with Dynamics Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PP Poman P. Project Manager Architecture & Planning ### "Document Formatting" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 12, 2025 Overall, Experlogix Document Automation delivers a powerful and flexible platform that can significantly streamline document-heavy processes and improve consistency across an organization. Its strengths really show when working with complex, data-driven templates and multi-step workflows, where the combination of Word-based design and visual flow automation helps reduce manual effort, errors, and turnaround time. The experience is especially positive in environments already invested in tools like Dynamics 365 or other CRMs, because the tight integrations make it easy to generate accurate documents from live business data. Pros The Document Automation rocks for Word-based templates, no-code Smart Flows, and tight CRM integrations like Dynamics 365. It slashes errors, speeds up docs from draft to signed, and keeps branding consistent. Super user-friendly too. Cons Steep learning curve for advanced flows, occasional complexity in setup, and reliance on solid template/governance practices to avoid maintenance headaches. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We’re thrilled to hear Experlogix Document Automation is helping streamline your document processes, reduce errors, and maintain consistent branding. We appreciate your note on the learning curve for advanced flows, and we’re continually working to provide resources and support to make setup and adoption easier. PJ Pascal J. Darcy D. IT Director Information Technology and Services ### "Experlogix Document automation - Perfect partner for CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 8, 2025 We have been using Experlogix smartflows for a few years now with Dynamics 365. Saves us a lot of time, money. Ease of use, managing documents with versioning. Pros Document editing, document formatting, ease of use Great customer support. The ability to manager SmartFlows with PowerApps, schedule jobs, ect. gives full power on document automation. Cons Error message not really comprehensive. Each time an error message occurs, we have to ask the customer support for help with increase developping and deploying time. Alternatives considered [Scribe](https://www.capterra.com/p/252555/Scribe/) Reasons for choosing Experlogix Document Automation Mainly because ease of use, potential of the product to evolve Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We appreciate your note about the error messages and will continue working to make them clearer, while providing responsive support to help minimize development and deployment delays. SI Simon Ian R. Senior Product Manager Machinery ### "A very positive Experlogix experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 4, 2025 From the initial installation through to full implementation, the entire experience has been very good. Pros Experlogix integrated seamlessly with our CRM system, delivering exceptional CPQ and document management capabilities. Our sales team now enjoys an intuitive user experience when configuring our extensive product range and generating professional quotations. Cons I am sorry but I cannot really think of any cons or negatives. The implementation went very well so no cons spring to mind. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We’re glad Experlogix integrated seamlessly with your CRM and is helping your sales team generate professional quotations with ease. AP Arcadio P. Product Manager Airlines/Aviation ### "Experlogix for technical templates" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 3, 2025 While Experlogix Document Automation comes with a significant learning curve—especially for users unfamiliar with conditional rules and programmable logic—the payoff is substantial for our business when managing long, complex, and highly technical document templates. Mastering these capabilities enables teams to create dynamic, rule-driven templates that adapt to multiple scenarios, ensuring accuracy, compliance, and personalization at scale. Once implemented, the system reduces manual effort, accelerates document generation, and supports intricate workflows that would be difficult to achieve with simpler tools. Pros Experlogix Document Automation stands out for its exceptional flexibility and adaptability. It empowers our users to design dynamic templates and workflows. By leveraging programmable logic and conditional rules, Experlogix enables us to handle most complex document scenarios. Cons Experlogix Document Automation does have a steep learning curve, primarily because it relies heavily on conditional rules and programmable logic to deliver its flexibility. Users need strong understanding of business logic to define conditions accurately. Knowledge of syntax and rule-building for complex scenarios. Familiarity with data sources and integrations to ensure dynamic content works as intended. This in turn does not make it user friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We’re glad Experlogix’s flexibility and adaptability support your most complex document scenarios. We appreciate you highlighting the strong payoff in accuracy, compliance, and efficiency once implemented. We’re continually working to minimize the learning curve while expanding resources and support to make adoption easier. JC Jason C. Business Applicaton Administrator Machinery ### "Love SmartFlows" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 Overall very pleased the implementation and support we received. 100% would recommend to anyone looking to automate some of their investment proposal processes. Pros The ease of use with SmartFlows within D365 is perfect for our business. It just works. \[sensitive content hidden\] was super helpful assisting with our Docusign connector and setup, saves our Sales folks so much time now that we have an automated digital signature process. He was able to consolidate 5 of our quote versions into 1 composition document, making the output choices so much easier for our team. Cons Documentation could be a bit deeper on advanced topics to allow admins the ability to extend passed some of the more basic functions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your kind words! We’re thrilled to hear about the time saved and how streamlined your digital signature process has become. We appreciate your feedback on advanced documentation and will continue working to provide resources that help admins get the most from the platform. TA Tom A. IT Manager Legal Services ### "Smart Flows Increasing our Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 Our experience has been incredible. Experlogix Smart Flows has saved our Legal team hours of work, improved efficiency and reduced our time in deal coming in to when we close with our client. Instead of wasting time redrafting our legal forms, we are spending more time closing deals. Pros Experlogix has helped our team avoid waste of time, and has greatly increased our efficiency drafting documents for our clients. The form creation and document management in experlogix is a smooth and easy tool for our entire team. Cons Our only qualms with Experlogix up to this point was the initial drafting of all of our documents. Anytime we have to change a form, it is time consuming to go into the template in Word and make those changes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We’re thrilled to hear Experlogix Smart Flows is helping your team save time, improve efficiency, and focus on closing deals. We understand updating templates can be time-consuming, please feel free to reach out to our support team for tips or support to make that process smoother. JY Jim Y. Program Manager Government Administration ### "Experlogix for MS Dynamics" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 3, 2025 This tool is pretty awesome and solves a lot of pain points with template management. Without Smartflows, we'd have to resort to using templates stored in Sharepoint, which is not a good idea. Customer support is also very prompt. Pros Experlogix has a tight integration path with Microsoft Dynamics, which is the platform of choice for the State of NC's Dept of Environmental Quality. We are using Experlogix for templates that are used in Dynamics for automated emails. Cons There is currently no plugin for MS Word on Macintosh OS, so you can only edit smartflow templates in Windows. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for sharing your feedback! We’re glad Experlogix is helping streamline template management and automate emails in Dynamics. We appreciate your feedback on Mac support and will continue exploring improvements. It’s great to hear our support team has been prompt and helpful! MB Matteo B. Project Management Coordinator Packaging and Containers ### "Nice System but hard to configure" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 December 3, 2025 From top to bottom the experience has been very long, the configuration made it hard but in the end the result has been more than acceptable. Pros The system works well once it is configured and is pretty stable. The user interface can be set in different ways to make it easy even for a low-skilled user. Cons Configuring the system is pretty hard; I found it tricky to set the configurations and not linear when looking for options that would generate the end-user interface. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your detailed feedback! We’re glad to hear that once configured, the system is stable and flexible for users of all skill levels. We understand that setup can be challenging, and we’re happy the end result has been more than acceptable. Our support team is always available to help with any questions! CW Craig W. CRM Manager Construction ### "Reports made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 Compared to the complexity of managing SSRS reports in the past, this experience feels like a dream. Pros Being able to create templates in MS Word and creating flows that pieced together multiple templates into one document Cons Getting used to managing the data sets. Once you understand them, the process is relatively straightforward. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 16, 2025 Thank you for your feedback! We’re thrilled our Word templates and workflow tools are making document creation easier. We’re also happy to hear working with data sets is feeling straightforward. If you ever need assistance, our support team is always happy to help! OB Olivier B. Lead Expert Information Technology and Services ### "Clean and simple to use solution for document generation within D365 CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 24, 2023 We were replacing a custom Quote generation iPad app with a more generic cross-ecosystem document generation solution and Experlogix fulfilled it's role really well! Pros We loved the ease of use for our most common scenarios Cons It's slightly more expensive than the popular alternative but it has a more modern interface and slightly easier UI. Reasons for choosing Experlogix Document Automation Quality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KP Katerina P. Sr. Franchise Admin Specialist ### "The software works very well. It is great." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 September 2, 2015 I just see the benefits of this software. It saves time for us to have it. The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 14, 2015 Katerina, we will have someone reach out to you to assure proper processes are being used, and help you and your team leverage the latest version of the software. JD Josh D. ERP Manager ### "XpertDoc @ ABC Financial Services, Inc." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 September 1, 2015 XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 3, 2015 Thank you for your great thoughts. We love working with your team and glad that you have embraced the power of Xpertdoc and how it helps you interact in a more meaningful way with your clients. DH David H. Recruiter ### "Breath of Fresh Air!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 28, 2015 Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 31, 2015 Thanks for the great words David. 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