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dox42 document automationdox42: automate any document, from any system
dox42 automatically generates quotes, contracts, invoices and reports from Dynamics 365, SAP, SharePoint, M-Files and more. No programming knowledge required. SoftAdvice implements and supports dox42 in the BeNeLux.
Request a dox42 demo View the M-Files integration
Illustrative example
In short
dox42 is a document automation platform that generates quotes, contracts, invoices, reports and presentations from business data. Templates are designed in Word, Excel or PowerPoint without programming, and dox42 fills them with data from Dynamics 365, SAP, SharePoint, M-Files, databases and web services. Output can be PDF, Word, Excel, PowerPoint, HTML, email or print. SoftAdvice implements and supports dox42 in the BeNeLux.
Creating documents manually costs you more than you think
Quotes, contracts and reports are often assembled by hand from several systems. Every manual step adds risk, takes time away from clients and lets each team drift into its own style.
Without dox42
- Copy-paste errors: wrong client data, outdated prices or incorrect specifications in quotes and contracts
- Hours lost every week assembling documents from multiple systems
- Brand inconsistency: every team creates documents its own way
With dox42
- Data flows straight from Dynamics 365, SAP, SharePoint or M-Files into the document
- Documents are generated automatically, so time goes to clients again
- Every document follows the same template and brand style
Document automation without coding
dox42 combines familiar Office templates with live data from your systems, and delivers the result in the format you need.
No-code template design
Design templates in Word, Excel and PowerPoint with drag-and-drop data sources. Business users create and modify templates themselves, without IT.
Multi-source data integration
Combine data from Dynamics 365, SAP, SharePoint, SQL, web services, XML/JSON and Excel in a single document. dox42 manages all dependencies automatically.
Every output format
Generate PDF, PDF/A, Word, Excel, PowerPoint, HTML, email or print. Save automatically to SharePoint with metadata, send by email or sign digitally.
REST/SOAP API
Integrate dox42 into any system via REST or SOAP web services. Trigger document generation from websites, workflows, Power Automate, chatbots or custom applications.
Dynamic content
Tables, charts, images, barcodes, QR codes, text conditions and calculations, all filled dynamically from your data sources, including subdocuments.
Enterprise-grade security
GDPR compliant with end-to-end encryption and Azure AD authentication. No data is stored on the server. Deploy in the cloud, on-premises or hybrid.
dox42 works with the systems you already use
Connect one or several of these systems as data sources, or trigger document generation from them.
Automate any document in any industry
From a single quote to large batch runs: these are the documents organisations automate most with dox42.
Quotes and contracts
Personalised quotes and contracts directly from your CRM, including dynamic tables, conditions and price calculations.
Invoices and reports
ERP invoices, financial reports and management overviews generated automatically with current data from Dynamics or SAP.
Compliance documents
Policies, certificates and compliance reports with a full audit trail and a consistent structure every time.
HR and onboarding
Employment contracts, appraisal forms and onboarding packages assembled automatically per employee.
Service and inspection
Service reports, inspection records and work orders generated in the field with data from Field Service or custom apps.
Sales presentations
Dynamic PowerPoint presentations with client-specific data, charts and images, automatically in your brand style.
Batch processing
Generate thousands of documents at once: invoice runs, mailing campaigns or periodic reports.
Labels and barcodes
Product labels, shipping labels and 1D/2D barcodes generated automatically from your ERP or WMS. Print directly or as PDF.
From template to document in three steps
SoftAdvice sets up dox42, connects your systems and helps your team build the first templates. After that, your business users maintain them.
Design your template
Build templates in Word, Excel or PowerPoint. Connect data sources by drag-and-drop in the dox42 Data Map Designer.
Connect your systems
Link Dynamics 365, SAP, SharePoint, M-Files, databases or web services as a data source. Combine several sources per document.
Generate automatically
Trigger document generation from your application, workflow or API. Output as PDF, Word, email or print.
dox42 implemented and supported in the BeNeLux
SoftAdvice implements and supports dox42 in the BeNeLux. As an M-Files partner, we also connect dox42 to M-Files, so generated documents land in the right place with the right metadata.
Not sure where to start? In a tailored demo we show dox42 based on your own documents, templates and data sources.
- SoftAdvice, M-Files partner in the BeNeLux
- GDPR compliant
- European hosting
- Cloud, on-premises or hybrid
- Tailored demo, no obligations
Frequently asked questions
Do we need programming skills to use dox42?
No. Templates are designed in Word, Excel or PowerPoint with drag-and-drop data sources, so business users create and modify them without IT.
Which systems can dox42 get data from?
Among others Dynamics 365, Business Central, SAP, SharePoint, M-Files, SQL databases, web services, XML/JSON and Excel. You can combine several sources in one document.
Which output formats does dox42 support?
PDF, PDF/A, Word, Excel, PowerPoint, HTML, email and print. Documents can be saved with metadata, sent by email or signed digitally.
Does dox42 work with M-Files?
Yes. M-Files is one of the systems dox42 integrates with. SoftAdvice sets up the connection; see the M-Files and dox42 integration page for details.
Can dox42 run in the cloud or on-premises?
Both, and hybrid as well. dox42 uses end-to-end encryption and Azure AD authentication, and stores no data on the server.
What does a dox42 demo look like?
We show dox42 based on your own documents, templates and data sources. The demo is free and without obligations.
Discover what dox42 can automate for your organisation
Request a free demo and we will show dox42 based on your own documents, templates and data sources.