Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Titan's powerful document generation with point-and-click is the secret weapon of Salesforce. Automate any process and propel your deals to success using no code. Streamline complex documents flows between doctors, patients, and healthcare providers to improve the patient experience. Manage seamless document management and creation flows between customers, vendors, employees and partners. Titan simplifies document management for students, educators, and other partners. Optimize complex document management and creation flows between customers, employees and business partners. Optimize complex document flow between employees, partners and vendors to create engaging brand and marketing experiences.
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
Integrations
Adobe Acrobat Sign
Box
Docusign
Dropbox
Google Drive
Microsoft 365
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft Word
OneSpan Sign
Integrations
Adobe Acrobat Sign
Box
Docusign
Dropbox
Google Drive
Microsoft 365
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft Word
OneSpan Sign
Pricing Details
$12 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
Titan
Founded
2018
Country
Israel
Website
titandxp.com/salesforce/document-generation/
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
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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