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Automated Document Creation

dox42 Document Automation

by dox42

Solution Overview

dox42 is an innovative software product for document automation and data integration – flexible, powerful, and intuitive. 

dox42 enables you to generate complex documents automatically and integrate data, images, tables, dynamic charts, QR-codes, and text modules from various data sources, such as Microsoft Dynamics 365 Customer Engagement (Sales, Field Services, etc.), D365 Business Central, D365 Finance & Operations, Dataverse, SharePoint, Databases, SAP, Web Services, or Excel.

Business users design templates in up-to-date and uniform corporate design fast and flexibly using the dox42 Microsoft Add-Ins for Word, Excel, and PowerPoint.  

The dox42 Server or the cloud service dox42 Online can be integrated into Dynamics 365, SharePoint, websites, applications, CRM or ERP systems and workflows seamlessly. 


Please click on any of the drop-downs below for further information.

Key Features
  • One-for-all document automation solution – supporting the whole Microsoft ecosystem (D365 CE | FO | BC, Dataverse, SharePoint, M365, Power Automate & Apps).  
  • Document template design in Microsoft Word, Excel, PowerPoint – intuitive design of documents with standard and already known functionalities. 
  • Flexible System Integration & custom extension possibilities – connect & combine all your systems including D365 CE | FO | BC, M365, SharePoint, SAP, Salesforce, web services & more. 
  • Various output formats – the choice is yours, dox42 supports all common output formats including saving to archives, sending for digital signage and more. 
  • Secure & safe – the dox42 cloud platform is set-up on Azure with highest security standards. dox42 on premise installations are managed by your in-house IT department.  
  • Unlimited users – everyone in your organization can create documents from your chosen interface. 
  • Quick roll-out – no-code implementation guarantees an easy and fast set-up of document generation. 
  • High performance document generation – load balanced platform for the dox42 SaaS service. 
Key Benefits
  • Fast return on investment – typically break-even is after only 3 months using dox42.  
  • Platform independent integration – dox42 integrates with all systems, no programming required.   
  • Intelligent high-quality documents including dynamic tables, diagrams, images, bar codes, text modules, conditions, calculations and more. 
  • Full process automation – trigger document automation directly from your application or through the seamless integration with Power Automate Flows, Power Apps, as well as with any common workflow solution. 
  • Save time – relieve staff of time-consuming manual document creation. 
  • Reduce number of document templates – Using intelligent conditions and text modules allows for significant reduction of required templates. 
  • Eliminate errors in documents – rely on the truth in your system and let automation take care of the rest.  
  • Be able to react quickly – realize changes due to external influences, market changes or else quickly in your Word, Excel, or PowerPoint template without any hassle. 

System Requirements

dox42 Document Automation is platform independent software. The dox42 Server is called via a web service interface with REST and SOAP. 

To create dox42 templates, a valid Microsoft license for Word, Excel, or PowerPoint is needed.

For dox42 Online (our SaaS server), all you need is a tenant in Microsoft Azure, SharePoint Online for template storage and access to the systems you want to integrate data from, e.g. D365 CE.

Solution Overview (2-minute video)

Easy Document Automation with dox42
Document Automation from Dynamics 365
Flexible no-code data integration for all documents
Template Design in Microsoft Word, Excel & PowerPoint
Useful Resources


Pricing is modular, based on the individual use case and desired degree of automation. Please contact our team for further information. Within an online meeting, we can discuss your requirements and find the best pricing option for you.

About dox42

dox42 is a software manufacturer specialized in document automation and data integration. We are based in Vienna, Austria, and work together with over 600 international customers from various industries. It is our mission to create the most flexible, powerful, and intuitive universal document automation software on the planet by constantly engaging with and supporting our customers, partners, and communities.

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