Xpertdoc

for Salesforce

The Most Complete Document Generation Solution for Salesforce

Build and run any document process that leverage data from Salesforce, Xpertdoc’s web-based Smart Forms and external data sources – in 3 easy steps:

1. Prepare

Connect your data from Salesforce, Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager or any core system, to your document templates created with the Xpertdoc Template Builder.

2. Generate

Using Xpertdoc Smart Flows, generate through automated flows containing conditional steps data-driven and compelling business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

3. Deliver

Deliver your generated documents via a wide range of options and channels – store in Salesforce, create Notes and Tasks with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Dynamic, Data-driven Template Design

Featuring an added ribbon toolset and a mapping pane, Xpertdoc’s intuitive Template Builder add-in for Microsoft Word gives you the tools to create dynamic, sophisticated and professional templates, and configure complex workflows and business rules so you can generate data-driven and compelling documents with accurate content, terminology, corporate branding, and format – quickly and easily.

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The Right Edition for Your Document Needs

Standard Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Common Data Service
SugarCRM
Salesforce
Rest API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File System
HTTP(S)
Premium Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Common Data Service
SugarCRM
Salesforce
Rest API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File System
HTTP(S)
Ultimate Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Common Data Service
SugarCRM
Salesforce
Rest API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File System
HTTP(S)
Enterprise Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Common Data Service
SugarCRM
Salesforce
Rest API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File System
HTTP(S)
Optional

Why Choosing Document Generation from Xpertdoc

Robust and User-friendly Solutions
Xpertdoc Content Manager - Field Mapping
Suitable for Every Use Case and Organization
Xpertdoc for Dynamics 365 - Integrations
Out-of-the-box, Seamless Integrations
Xpertdoc for SugarCRM - Quick Flow
Short Deployment Time
Flexible and Scalable
Xpertdoc for Dynamics 365 - Single Sign-On
Certified and Secure

Our Happy Customers

Xpertdoc - Document Automation

Contact us at

1-866-961-9111, +32 52 52 27 70 or info@xpertdoc.com.

Experlogix, LLC Acquires Xpertdoc Technologies, Inc.

Experlogix, LLC fait l’acquisition de Xpertdoc Technologies, Inc.

This acquisition brings significant value to Xpertdoc customers and partners and we are excited to become part of the Experlogix family. This further strengthens our effort to help organizations deliver better documents, faster.

Cette acquisition amène une valeur considérable aux clients et partenaires de Xpertdoc. Elle renforce nos efforts pour aider les organisations à distribuer de meilleurs documents, plus vite. Nous sommes heureux de faire partie de l’équipe d’Experlogix.