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
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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Adobe Experience Manager is an enterprise content management platform designed to power seamless digital experiences across web, mobile, apps, and other channels. Experience Manager Sites enables teams to create, manage, and optimize content efficiently while ensuring high performance and rapid delivery. Experience Manager Assets provides a robust digital asset management system with automation tools to source, adapt, and distribute content at scale. AI-driven Experience Platform Agents enhance productivity by automating tasks such as high-volume page updates, content migration, governance enforcement, and content optimization. Forms capabilities allow organizations to create responsive digital forms with secure e-signature workflows for streamlined customer interactions. Adobe Learning Manager integrates training and development directly into brand ecosystems, while Experience Manager Guides supports scalable documentation through a cloud-native CCMS. Built-in governance tools ensure compliance, brand consistency, and permission control across digital properties. By combining automation, AI, and centralized management, Adobe Experience Manager accelerates time-to-market and enhances customer engagement.
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Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes.
Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems.
Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors.
We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense.
Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!
So what’s stopping you? Schedule a demo today.
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UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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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
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