XpertdocXpertdoc Technologies Inc.
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Related Products
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About
DocsAutomator is a web-based document generation and delivery platform for teams that need to create recurring business documents from structured data. It fills Google Docs, Microsoft Word, or PDF templates using records from tools such as Airtable, Notion, Google Sheets, and other supported sources, then generates and delivers PDFs. Workflows can include dynamic line items, conditional sections, batch generation, email delivery, approval steps, and REST API or webhook automation. Documents can be sent for online signature or one-click acceptance; completed files include a signing record and can be saved to connected cloud storage or returned to a source record. Teams use it for quotes, invoices, contracts, onboarding forms, reports, and similar documents. AI agents can call DocsAutomator through its hosted Model Context Protocol server to create documents and manage signing workflows.
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About
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Operations teams and founders at small businesses who send quotes, contracts and onboarding paperwork from Airtable, Notion, Google Sheets, Glide and similar tools, and developers building AI agents.
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Audience
Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19/month
Professional costs $19/month billed yearly ($228/year) or $29/month billed monthly. It includes 100 documents per month, five automations, unlimited team members, e-signing and acceptance, and webhooks. Additional generated documents cost $0.20 each, subject to a 250-document overage cap. E-signing and acceptance cost $0.50 per document when the recipient first opens it, or $0.35 per document above 500 in a billing month. Unlimited free testing is available without a credit card.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationDocsAutomator
Founded: 2023
Germany
www.docsautomator.co
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Company InformationXpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com
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Alternatives |
Alternatives |
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Interfacing Integrated Management System (IMS)Interfacing Technologies Corporation
4.6 out of 5 stars
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Categories |
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Supported
Templates
Supported
Enterprise Content Management (ECM) Features
Archiving & Retention
Supported
Collaboration Tools
Supported
Content Lifecycle Management
Supported
Digital Asset Management
Supported
Document Management
Supported
Electronic Signature
Not Supported
Information Governance
Not Supported
Mobile Access
Supported
Search
Supported
Version Control
Supported
Workflow Management
Not Supported
Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Not Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Supported
Rules-Based Workflow
Supported
Text Editing
Not Supported
Version Control
Supported
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Integrations
Adobe Acrobat Sign
Not Supported
ChatGPT
Supported
Claude
Supported
ClickUp
Supported
Cursor
Supported
Docusign
Not Supported
Dropbox
Supported
Google Drive
Supported
Google Forms
Supported
Google Sheets
Supported
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Integrations
Adobe Acrobat Sign
Supported
ChatGPT
Not Supported
Claude
Not Supported
ClickUp
Not Supported
Cursor
Not Supported
Docusign
Supported
Dropbox
Not Supported
Google Drive
Not Supported
Google Forms
Not Supported
Google Sheets
Not Supported
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