Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Description

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
Microsoft 365 Yes 
OneSpan Sign Yes 
Agile CRM Yes 
Authorize.Net Yes 
Automate.io Yes 
Autopilot Yes 
Flow XO Yes 
Gmail Yes 
GoFormz Yes 
Microsoft Excel Yes 
Ontraport Yes 
Oracle Sales Yes 
Podio Yes 
Smartsheet Yes 
Visual Approvals Yes 
Workato Yes 
Xanatek Yes 

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
Microsoft 365 Yes 
OneSpan Sign Yes 
Agile CRM No 
Authorize.Net No 
Automate.io No 
Autopilot No 
Flow XO No 
Gmail No 
GoFormz No 
Microsoft Excel No 
Ontraport No 
Oracle Sales No 
Podio No 
Smartsheet No 
Visual Approvals No 
Workato No 
Xanatek No 

Pricing Details

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Intellistack

Founded

2006

Country

United States

Website

www.formstack.com

Vendor Details

Company Name

Xpertdoc Technologies Inc.

Founded

2000

Country

Canada, with subsidiaries in the United States and Belgium

Website

www.xpertdoc.com

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention No 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code Yes 
Export to PDF No 
HIPAA Compliant Yes 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates Yes 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms Yes 
Surveys Yes 

Registration

Activity Registration Yes 
Attendance Management Yes 
Badge Management No 
Calendar Management No 
Class Registration Yes 
Contact Management Yes 
Event Registration Yes 
Form Builder Yes 
Group Registration Yes 
Marketing Management No 
Online Registration Yes 
Onsite Registration Yes 
Payment Processing Yes 
Refund Automation No 
Self Check-In No 
Surveys & Feedback Yes 

Survey

Custom Survey URLs Yes 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection No 
Paper Survey No 
Question Branching Yes 
Question Library Yes 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

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