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.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Xpertdoc Technologies Inc.
Year Founded:
2000
Headquarters:
Canada, with subsidiaries in the United States and Belgium
Website:
www.xpertdoc.com
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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
Windows
SaaS
Type of Training
Documentation
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

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