DOCUNIZE
Demo
Document automation for Microsoft 365

Create documents automatically. Instead of starting from scratch every time.

Create recurring Office documents from approved templates, text snippets, and company data – standardized, efficient, and directly in Microsoft 365.

Try for free nowExplore document automation
Microsoft 365Microsoft 365 integrated
Dynamic content
CRM & ERP data
Azure Entra ID
Dynamic documents

One central template. Every person. Every location.

Choose a profile and a location and see how the document personalizes itself in real time — without manual edits.

User profile

Location

Text block

Every selection updates address, language, salutation, and signature block — while the document structure stays the same.

ProDoc Print GmbH Logo
Berlin
Absender
Max Mustermann
Musterstraße 12
10115 Berlin
Deutschland
E-Mailmax.mustermann@firma.de
Datum
07.10.2026
Betreff: Vertragsangebot — Strategische Zusammenarbeit

Sehr geehrte Damen und Herren,

vielen Dank für Ihr Interesse an einer Zusammenarbeit mit unserem Unternehmen. Mit diesem Schreiben übermitteln wir Ihnen unser unverbindliches Vertragsangebot.

Die nachfolgenden Konditionen wurden auf Basis Ihrer Anforderungen erstellt und entsprechen den geltenden gesetzlichen Bestimmungen in Ihrem Marktgebiet. Sämtliche Klauseln wurden in unserem DOCUNIZE-Vorlagensystem zentral geprüft und freigegeben.

Mit freundlichen Grüßen,

Max Mustermann
Max Mustermann
HR Manager
ProDoc Print GmbH
BankDeutsche Handelsbank AG
IBANDE89 3704 0044 0532 0130 00
BICCOBADEFFXXX
USt-IdNr.DE 123456789
RegistergerichtAmtsgericht Berlin-Charlottenburg
Registernr.HRB 123456 B
GeschäftsführungDr. Thomas Becker, Julia Wagner
The problem

Why keep creating the same documents manually?

Quotes, contracts, and reports often follow similar structures – yet data, text, and formatting are still copied by hand again and again.

“A new quote request comes in. The right template is opened, customer data is transferred, text passages are adapted, and existing content is checked. With the next contract or report, a similar process starts all over again.”

Recurring data entry

Names, addresses, contacts, and project data are transferred manually again and again.

Result: Time is tied up in routine tasks.

Copy & Paste

Text and information are copied from existing documents and adapted.

Result: Outdated or incorrect content can continue to be reused.

Manual personalization

Quotes, contracts, and reports have to be adapted individually for every case.

Result: Recurring documents require unnecessarily many steps.

Error-prone processes

The more information is transferred manually, the greater the review and correction effort.

Result: Additional review and rework steps arise.

The solution

Let data and content flow into the document automatically.

DOCUNIZE connects approved templates with text snippets, rules, and company data. That way, recurring documents can be prepared automatically and filled individually.

Instead of transferring information manually again and again, documents draw on defined content and connected data sources.

Template
Data
Text snippets
DOCUNIZE Automation
Personalized document
Approved templatesDynamic contentCompany dataAutomated filling
How it works

From data record to finished document in 4 steps.

01

Define the template

An approved Word, PowerPoint, or other supported Office template forms the foundation.

02

Connect content and data sources

Text snippets as well as relevant data from connected systems such as CRM, ERP, or Azure Entra ID can be included.

03

Apply rules and logic

DOCUNIZE uses the defined information and rules to place the required content into the document.

04

Create the document

The document is created based on the approved template with the intended data and content, and can then be used further.

The everyday difference

Same tasks. Fewer manual steps.

DOCUNIZE reduces recurring manual steps – for every document that is created regularly.

Create a quote

Manual

Open the template, transfer customer data, adapt text, and check content.

With DOCUNIZE

Template, customer data, and approved content are combined and the quote is prepared.

Create a contract

Manual

Insert person, company, and contract data individually and adapt recurring text passages.

With DOCUNIZE

Defined data and text snippets are transferred into the contract according to the intended logic.

Create a report

Manual

Gather data, transfer it, and format recurring content.

With DOCUNIZE

Connected data and defined content are used for document creation and output according to the stored structure.

Document automation in detail

Everything you need for automated document processes.

Dynamic content

Assemble documents individually with variable information and defined content.

Text snippets

Use approved text modules for recurring passages centrally in documents.

CRM & ERP data

Include company and customer data from connected systems in document processes.

Azure Entra ID data

Use existing user and company information for personalization.

Rule-based documents

Transfer content into documents based on defined rules and use cases.

Standardized templates

Create automated documents based on centrally approved, brand-compliant templates.

Integration

Use data where it already exists.

DOCUNIZE can include existing company data in automated document processes instead of having employees enter the same information again.

CRM
ERP
Azure Entra ID
Text snippets
DOCUNIZE
Word
PowerPoint
Excel

Connect CRM and ERP data

Customer, project, or company information from connected systems can be used for document creation.

Reuse user information

Existing information from Azure Entra ID can be used for document personalization depending on the configuration.

Use approved content centrally

Text snippets and templates are provided in a controlled way and integrated into the automated process.

Microsoft 365CRMERPAzure Entra IDText snippets
The benefits

Less routine. More time for the actual content.

When data, templates, and recurring content are combined automatically, employees have to transfer and check less information manually.

Save time

Reduce recurring steps in document creation.

Reduce errors

Reduce manual transfers and unnecessary copy & paste.

Secure standards

Create documents based on approved templates and content.

Scale processes

Make recurring document logic usable for different teams and use cases.

FAQ

Frequently asked questions about document automation.

Document automation

See which document processes you can automate.

In a personal demo, we show you how DOCUNIZE connects templates, text snippets, and existing company data and simplifies recurring document processes as a result.

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