Generate documents such as offers, invoices, presentations, contracts, and many more with data from WebServices.
With dox42 document automation, you integrate information from all your applications, such as CRM-systems, databases, Microsoft SharePoint, Dynamics 365 and many others.
Template Design in Word, Excel, PowerPoint
Let business users create complex, detailed document templates by themselves – as they are already used to work with Microsoft Word, Excel and PowerPoint. The data is inserted via drag & drop and templates can easily be designed in corporate design.
Flexible no-code system integration
Integrate WebServices without programming and use data from multiple sources in one document. Combine and link data from web services, Dynamics 365, Dataverse, SharePoint, SQL, SAP, databases and more.
Various Output Formats
Generate output in Word, Excel, PowerPoint, PDF and save in SharePoint and Microsoft Teams. With dox42 you can send documents by email, sign electronically, produce HTML or even print directly. Enjoy complete flexibility with support for all common output formats.
System Requirements
Tutorial Videos
As soon as the data sources are configured in the WebService Data Source Mask, you design templates with the dox42 Enterprise Add-Ins conveniently in Microsoft Word, Microsoft Excel or Microsoft PowerPoint. Certainly you can start with existing Word or Excel documents to build templates.
With dox42 you can integrate data from SOAP WebServices fast and easily into automated documents. Just select the Services requested and define input parameters in the WebService Data Source Mask.
SOAP is one of the most widespread WebService-standard protocols, which is compatible with numerous applications. REST WebServices can be integrated with the dox42 XML/JSON data source.
When generating, dox42 runs the defined query and automatically integrates the data into the documents. It's up to you, how to generate your document. Use the same template to generate on the dox42 Server or directly from the dox42 Add-Ins.
Take the full advantage of the possibility to integrate multiple data sources into your document. dox42 automatically manages the dependencies between all data. Realize the full potential of dox42 by combining various data sources (WebService, Microsoft SharePoint, Dynamics 365, SAP, XML/JSON, Excel, and many more).