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Masters of document processes
Prepare and sign proposals directly from Dynamics 365, with DocuFlow.
With DocuFlow you can create, send, digitally sign and archive professional documents and emails from Dynamics 365.
Completed projects
Licenses
Processes per month
Integrations
The benefits
Integration Documizers and Dynamics 365
1. Generate quotes and contracts in MS Word
The DocuFlow document generator makes it possible to generate documents in MS Word based on templates and building blocks.
2. Easy digital signing
Start the signing process with the click of a button from Salesforce. Printing, sending by post, signing with pen, sending back and scanning is a thing of the past.
3. Archive in SharePoint
Automatic archiving in document management systems (DMS) of your choice, such as SharePoint.
4. Freedom in designing documents en emails
Templates are formatted in MS Word, where all formatting functionalities are present. A user can then adjust the message as desired in MS Outlook or Word.
5. One click quotation process
Make it easy on yourself by automating the entire document process. One click of a button and creating, sending, signing and archiving the document goes automatically.
Dit is wat klanten over ons zeggen
How does DocuFlow work?
DocuFlow digitizes and automates the document and email processes in your organization. This means that DocuFlow saves your team time and energy processing documents such as quotations, contracts and mailings.
The application integrates document actions, such as creating, sending, digitally signing and archiving, into one automated document process. This is possible thanks to seamless integration with Microsoft Dynamics 365 and other associated systems within your IT landscape. The result? Professional personalized documents and emails in an instant. Without tapping, clicking or searching. Watch video.
DocuFlow simplifies and speeds up the creation, sending, digital signing and archiving of documents and emails from Dynamics for Sales.
DocuFlow combined with Dynamics 365 for Sales offers you these features
Dynamically generate documents and emails in MS Word based on building blocks.
Process existing documents or incoming correspondence.
Save or update document information in your information system and send it by email.
Select a product that best fits your organization.
Documizers offers product subscriptions in all shapes and sizes. For starters and for champions. Do you want to digitize or automate a specific part of the document process? Then select starter types 1, 2 or 3. Are you interested in digitizing and automating entire document processes? Then go for a Professional, Enterprise or Custom subscription.
Generate
(Re)use
Send & Save
Sign
Archive
Process Automation
Generator
€13.50
/ month per user
Archiving
€13.50
/ month per user
Signing
€17.00
/ month per user
Professional
€24.00
/ month per user
Enterprise
€29.00
/ month per user
Generate
(Re)use
Send & Save
Sign
Archive
Process Automation
Generator
€13.50
/ month per user
Archiving
€13.50
/ month per user
Signing
€17.00
/ month per user
Professional
€24.00
/ month per user
Enterprise
€29.00
/ month per user
We offer a volume discount on product subscriptions. More information? Request a quote.
