Audience

Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.

About Xpertdoc

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.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Xpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com

Videos and Screen Captures

Automated document flows for streamlined creation, generation, management, storage, and delivery of business documents.

Automated document flows for streamlined creation, generation, management, storage, and delivery of business documents.

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Product Details

Platforms Supported
Windows
Cloud
Training
Documentation
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Xpertdoc Frequently Asked Questions

Q: What kinds of users and organization types does Xpertdoc work with?
Q: What languages does Xpertdoc support in their product?
Q: What kind of support options does Xpertdoc offer?
Q: What other applications or services does Xpertdoc integrate with?
Q: What type of training does Xpertdoc provide?
Q: Does Xpertdoc offer a free trial?

Xpertdoc Product Features

Document Generation

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Multiple Output Formats Supported
Templates Supported
Interaction Tracking Not Supported

Enterprise Content Management (ECM)

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Mobile Access Supported
Search Supported
Version Control Supported
Electronic Signature Not Supported
Information Governance Not Supported
Workflow Management Not Supported

Forms Automation

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Drag & Drop Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Version Control Supported
Document Indexing Not Supported
Full Text Search Not Supported
Text Editing Not Supported

Xpertdoc Additional Categories