Optimized Proposal Generation: Fast, Tailored, and Seamless with dox42 in D365 CRM

At COUNT IT, we support companies on their path to digital transformation with innovative IT, tax, and HR solutions. As a dox42 Partner, we not only implement it in client projects but also use it ourselves for automated proposal generation directly within Microsoft Dynamics 365 CRM. This allows us to streamline internal processes and accelerate similar implementations for our clients.

With dox42, we seamlessly integrate CRM data, text modules, and Word documents with images and graphics to create fully customized proposals. The process is straightforward: we create a proposal in D365 CRM, select the appropriate template, and dox42 automatically compiles all relevant data. The final document is generated as a PDF and can be sent to the customer immediately.

Using dox42 has significantly improved our proposal workflows. We particularly benefit from:

• Substantial time savings in proposal creation
• Centralized management and maintenance of all templates
• The ability to generate proposals directly from the CRM
• Enhanced layout and design options compared to D365’s standard tools
• Automated population of calculation tables based on CRM data

Working with the dox42 team is always smooth and solution-focused. Thanks to its intuitive handling, flexible data integration, and seamless D365 CRM connectivity, dox42 has become an indispensable tool—both for our internal operations and in delivering client projects.