Powerful document automation for your business users
Whether you need to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, or generate documents interactively, in batches or through automated flows, Xpertdoc provides robust capabilities empowering your business users to simplify, optimize and automate any document process.
Key integrations with your core systems
Power up your enterprise core systems with Xpertdoc’s document generation and document automation software. We provide integrations with leading CRM platforms – Microsoft Dynamics 365, SugarCRM and Salesforce – and business applications, enabling business users to create, manage and deliver data-driven and engaging documents without ever leaving their familiar system.
Xpertdoc for Microsoft Dynamics 365
Xpertdoc for SugarCRM
Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.
Xpertdoc for Salesforce
Xpertdoc for Microsoft Power Platform
Empower business users to build, automate and integrate streamlined, consistent document processes with your Power Apps and Power Automate flows.
Experlogix CPQ
Bring powerful CPQ and document generation capabilities to your CRM or ERP platform to create, deliver and e-sign tailored, accurate and compelling quotes, faster.
Xpertdoc API
The 3 steps to better, faster document automation
your data and content sources to your templates
data-driven business documents in one click
your documents via a wide range of channels
Helping you meet your document needs and business goals
Improve communication and compliance
by creating dynamic, template-based sales quotes, proposals, agreements, and more, personalized for each customer and compliant with internal and external rules.
Accelerate business-critical processes
such as contract approval, insurance claims and loan application, by streamlining and automating every document flow step – from creation to e-signature.
Increase productivity and efficiency
with digital, logic-based and automated document processes that eliminate manual, repetitive tasks, shorten review and approval time, and reduce paperwork.
Use accurate customer data
from interactive web forms, connectors and integrations to enterprise core systems like CRM, ERP, CPQ, and ECM to personalize interactions and increase engagement.
Enhance document quality
and eliminate errors, by leveraging a centralized library of pre-approved templates incorporating accurate content, terminology, corporate branding, and format.
Reduce dependence on IT
and associated delays and costs, with powerful and easy-to-use features that enable business users to execute their document generation tasks without programming skills.
Trusted by hundreds of companies worldwide
Ready to leverage the power of Xpertdoc?