Simplify and automate your documents
Transform your business processes with powerful document generation and document automation to deliver documents that drive engagement and growth.
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Why your business needs document automation
Empower teams in any department to streamline, optimize and automate business-critical documents.
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Explore our powerful features and see how easy it is to create and generate personalized, accurate and compelling documents.
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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.

The 3 steps to better, faster document automation

Connect

your data and content sources to your templates

Generate

data-driven business documents in one click

Deliver

your documents via a wide range of channels

Helping you meet your document needs and business goals

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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.

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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.

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Enhance document quality

and eliminate errors, by leveraging a centralized library of pre-approved templates incorporating accurate content, terminology, corporate branding, and format.

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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

For over 20 years, Xpertdoc has specialized in document generation and document automation software, training and services. Everyday, our award-winning and patented technologies are helping customers in a variety of industries to digitally transform their document-centric processes and stay ahead of their competition.

Luminus Accelerates Mobile Contract Generation Through CRM

“The productivity gain for our sales representatives is huge. A single tap on their tablet creates and handles all the paperwork.”

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Embracing System Modernization for Efficient Document Production

“Any organization that utilizes document templates featuring standard wording and variable information would realize the same kinds of benefits that Oxford has enjoyed.”

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SSQ Insurance Streamlines Document Processes from Dynamics 365

“We pleased our users. Now they create customized, variable data documents on demand with one click.”

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GroupHEALTH Boosts Optional Coverage Sales with Xpertdoc Smart Forms

“In just the first two months of using Xpertdoc, we have reduced our cost to manage enrollments by 20% to 25%.”

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SR-Bank Turns a Challenge into an Opportunity to Innovate

“It is an easy, intuitive document generation tool that quickly does the job each time for each customer, at the click of a button.”

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Global Company Reaps Benefits from Connecting Documents to CRM

“We ask our customers to make big investments in our equipment. The documents we deliver to them must be professional, accurate and consistent.”

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Luminus Accelerates Mobile Contract Generation Through CRM

“The productivity gain for our sales representatives is huge. A single tap on their tablet creates and handles all the paperwork.”

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L&Q Perfects Customer Interactions with Document Generation from CRM

“With Xpertdoc, our documents are created, managed and stored centrally, which gives us far more control over the consistency of our documents.”

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Barnabas Foundation Creates Exceptional Donor On-boarding and Experience

“The technology provided by Xpertdoc was a game-changer for us. It can trim weeks off the donor on-boarding timeline.”

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Ready to leverage the power of Xpertdoc?

Request a demo or trial