DocFusion for Microsoft 365

Document generation and automation for Microsoft Sharepoint, Dynamics 365 and Power Platform

Accelerated processes

Speed up the sales cycle by quickly generating documents like quotes, contracts, and proposals.

Enhanced accuracy

Produce error-free contracts and agreements with up-to-date information.

Better customer experience

Deliver customised documents catering to specific client needs.

 Robust compliance & security

Safeguard sensitive data and ensure regulatory adherence.

 Efficiency and profitability

Automate mundane tasks, allowing teams to concentrate on strategic activities.

 Seamless data integration

Connect directly to multiple data sources to enable dynamic data population in templates.

  • Automated document processes: Automatically populate templates with precise data from SharePoint Lists or Libraries.
  • Template storage: Store and manage document templates within SharePoint Document Libraries.

Simple. Seamless. Streamlined.

  • Enhancing data utilisation: Use connectors to pull real-time data directly into document templates.
  • Automated documents: Streamline the generation of essential business documents. Speed up processes by swiftly creating quotes, contracts, and proposals, enhancing customer experiences by providing tailored documents that resonate with specific needs

McKinsey found that 89% of large companies globally have a digital transformation journey underway, but they’ve captured only 31% of expected revenue lift and 25% of expected cost savings.

– DocFusion helps enterprises drive true digital transformation..

  • Advanced workflows: Enable sophisticated workflows that involve detailed document generation processes.
  • Enhanced automation: Facilitate advanced pre- and post-processing steps in document workflows, such as gathering and manipulating data or adding digital signatures to generated documents.