DocFusion for Microsoft 365
Optimise financial services documents and processes with enterprise-grade document automation and generation
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.
Sharepoint Integration
DocFusion365 enhances SharePoint, enabling automated, error-free document processes, directly pulling precise data from Lists and Libraries. Its seamless integration accelerates workflows, ensuring the effortless creation of customised, compliant documents.
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.
Dynamics 365 Integration
Integrate DocFusion’s powerful document generation capabilities directly with Dynamics 365. Speed up processes by swiftly creating quotes, contracts, and proposals, enhancing customer experiences by providing tailored documents that resonate with specific needs.
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.
Power Platform Integration
DocFusion’s integration with Power Platform facilitates sophisticated, automated workflows, enabling advanced document generation processes and enhancing overall operational efficiency and profitability.
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.
