Xpertdoc 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.
Xpertdoc Alternatives
onPhase
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Square 9
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Interfacing Integrated Management System (IMS)
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Built for sectors that depend on strict oversight, such as aerospace, life sciences, public sector, and financial services, IMS offers real-time monitoring, automated workflows, and AI-driven analytics that strengthen quality and lower operational exposure. The system is ISO 27001 certified and validated for 21 CFR Part 11, ensuring secure and compliant use in regulated operations. IMS also provides low-code automation, process mining, audit tools, training management, CAPA workflows, and dashboards that help organizations improve performance and maintain regulatory control. AI enhances governance, improves precision, and supports continuous compliance.
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Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Xpertdoc Technologies Inc.
Year Founded:
2000
Headquarters:
Canada, with subsidiaries in the United States and Belgium
Website:
www.xpertdoc.com
Media
Automated document flows for streamlined creation, generation, management, storage, and delivery of business documents.
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Product Details
Platforms
Windows
Web-Based
Types of Training
Training Docs
Webinars
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Xpertdoc Features and Options
Document Generation Software
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Enterprise Content Management (ECM) Software
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 Software
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Xpertdoc Lists
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