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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Regardless of whether you refer to it as document generation, automation, assembly, or creation, we excel in providing these services! With TextPlan, you can utilize your essential document templates directly on your website. This online functionality allows clients or prospects to enter their own data into the templates. TextPlan is perfect for producing any type of document quickly and without errors. It is frequently employed for generating legal documents and managing intricate document assemblies. To facilitate the creation of user-friendly forms that minimize mistakes, TextPlan includes a robust form configurator, allowing you to enhance the automation and validation processes of data entry. Moreover, TextPlan presents various integration options, ensuring a seamless connection to your operational workflows and business strategies. You maintain full control over how and when your clients can access your templates and the documents they generate. This flexibility empowers you to tailor the document creation experience to meet the specific needs of your business and clientele.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Integrations

Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Pricing Details

$16 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

TextPlan

Founded

2004

Country

Netherlands

Website

www.textplan.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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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