Professional documents on the Power Platform

Increase productivity and workforce efficiency by simplifying and automating your document processes with a wide range of extended functions. 

DocumentsCorePack will save you money and time by minimizing the time required to generate, process, and deliver documents.

Give your documents (e.g. quotes, invoices, reports) their personal touch with the easy, intuitive, and powerful template design based on Microsoft Word. 

No programming skills required.

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Template Design in Microsoft Word


Design dynamic and professional document templates using the powerful features of Microsoft Word supporting advanced filtering, sorting and repeating tables.

 

Generate & process documents from Power Apps

The DocumentsCorePack Connector supports 25+ actions to be used in your app including: create document, print, save to SharePoint, attach to note or e-mail and many more.

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Automate your documents via Power Automate


The DocumentsCorePack Connector allows you to use the full suite of document generation & delivery options with PowerAutomate (Flow), enabling full document automation.

DocumentsCorePack Connector

For Power Apps & Power Automate

Your key to unlocking comprehensive document processing. Seamlessly integrate powerful document generation and delivery capabilities into your flows and canvas apps.

Power Automate (Flow)

Within Power Automate (Flow), our Connector offers support for over 25 actions that seamlessly integrate into your workflow. These actions include creating documents, printing, saving to SharePoint, attaching to emails or notes, and more.

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All Processing Options

During automation the process integration supports all outlined options such as saving documents to SharePoint, sending for electronic signature, and printing.

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Scheduled Documents

Set up a flow that triggers when a payment is due, and then send a reminder email to the customer with the payment details.

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Approvals

In MS Office 365 using the approval feature for documents in conjunction with DocumentsCorePack allows for e.g. an automatic trigger to occur when a certain condition is met.

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Quote Automation

Automate the generation and delivery of quote documents once e.g. a quote gets activated or approved.

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See the DocumentsCorePack Connector in action

Generate & automate documents using the DocumentsCorePack connector on the Power Platform

How to create and view documents in Canvas Apps on the Power Platform

DocumentsCorePack Connector: e-Signature & SharePoint integration for Dynamics 365 & Power Automate

Quotes

Create high-quality quotes and proposals supporting images, loops and much more.

→ Download example file

Contracts (e-Signatures)

Agreements, Policies, NDA’s – use the automatic e-signature feature supporting DocuSign, Adobe Sign and Assure Sign.

→ Download example file

Reports

Create engaging and scalable reports with dynamic charts and tables.

→ Download example file

Confirmations

Automatically create and send payment & shipping or delivery confirmations.

→ Download example file

Letters

A large number of business letters are sent out every day. Save time and money by automating this process.

→ Download example file

Accounting

Simplify and standardize the creation of quotes, orders and invoices.

→ Download example file

Every document has its purpose

As versatile as your business is, so are the requirements for documents. With DocumentsCorePack and the Template Designer you create powerful documents within minutes. For every document type, for every business application.

Documents in Power Pages

Create & view documents on your website

With the integration of DocumentsCorePack within Microsoft Power Pages, users can generate documents directly from their web pages and make them available for download.

Streamlined Document Generation

Users can generate documents directly within Power Pages, eliminating the need to switch between different applications or platforms.

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Real-Time Document Access

DocumentsCorePack, when used with Power Pages, allows users to generate & display documents in real time, enhancing the overall user experience.

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Dynamic Content

Documents can be highly customized with dynamic content based on user inputs and data from Dataverse, allowing for personalized documents for each user.

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Immediate Document Distribution

Documents can be distributed instantly from your Power Pages webpage via email or downloads, improving the speed of communication and responsiveness.

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Customers

Daily Users

Support

Partners

Document Solutions for every industry

Each industry has specific document requirements. DocumentsCorePack is the right solution for your industry.

Non-Profit

Managing memberships, keeping track of contracts and communicating transparently and coherently with customers is the essence of being able to operate successfully in a volatile market.

Financial Services

In finance, accurate handling of numbers, quotes and contracts is the foundation for a functioning business and long-term customer loyalty.

Government

Automating bureaucratic processes not only saves time and money, but also reduces human error.

Manufacturing

Companies that can create quotes faster win more orders. With DocumentsCorePack you create your quotations fully automatically and include individual project descriptions, product data and images. This allows your employees to concentrate on their core tasks.

Healthcare

Proper documentation of medical records and information is essential for communication with patients and staff, enabling better patient care and reducing errors.

Education

In education, a plethora of documents are created on a daily basis. Save time and money by automating repetitive document generation processes in Power Automate.

DocumentsCorePack fits your business model

Extra Small

€57,5/month
  • Up to 10 users
  • 1 Template Designer
  • 1 add. Sandbox Environment
  • 500 documents/month
  • 17/5 phone/e-mail support

Small

€95/month
  • Up to 30 users
  • 1 Template Designer
  • 1 add. Sandbox Environment
  • 1000 documents/month
  • 17/5 phone/e-mail support

Medium

Best Seller
€147,5/month
  • Up to 80 users
  • 2 Template Designer
  • 2 add. Sandbox Environment
  • 5000 documents/month
  • 17/5 phone/e-mail support

Large

€200/month
  • Up to 140 users
  • 2 Template Designer
  • 2 add. Sandbox Environment
  • 1000 documents/month
  • 17/5 phone/e-mail support
See all Plans

“
We were able to automate our business processes and be more efficient

The service is powerful and stable. But above all mscrm-addons.com has developed its solutions rapidly by integrating specific requests for certain large customers. Thanks to mscrm-addons.com we were able to automate our business processes and be more efficient. I appreciate the responsiveness & proximity of mscrm-addons.com!! Thanks to the team! Nothing is impossible when working with mscrm-addos.com solutions!

Frederic Skobel, Sales Manager CRM Projects

See our Customers' sucess stories

Start your 14 days free trial

Follow the steps to get started :

  1. Create a free account
  2. Start the DocumentsCorePack service
  3. Create your own template or try a sample template
  4. Create a Flow with DocumentsCorePack
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Need help to get started?

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Frequently Asked Questions

How long does the installation and configuration take?

When using our Online Service Configuration Wizard you are all set in about 1 hour.

How can you design & configure templates?
DocumentsCorePack comes with a Microsoft Word based Template Designer that allows for intuitive and easy to use creation of templates. You can use familiar Word features to create professional looking documents while being able to use Template Designer’s drag & drop capabilities to map data from your Dataverse.
Are there limitations when loading data from Dataverse into your document?

No, DocumentsCorePack fully support resolving any relationship (1:n, n:n, n:1) as well as multiple levels of related data. Hence any data from you Dataverse can be loaded into your document.

Are there extra costs to use the eSignature integration or Connector for PowerAutomate (Flow)?
No, the e-Signature integration of AdobeSign, DocuSign and AssureSign as well as the Power Platform Connector are included at no additional cost.
Do you store customer data when generating and processing documents?
DocumentsCorePack does not collect any data when documents are generated. Data is processed during the document generation process but not stored on our servers. Learn more about DocumentsCorePack Online Scheme.
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