Document Automation Solutions for SMB & Enterprises

Create, generate, manage, and deliver sophisticated business documents that drive sales, quickly and easily.

Document Automation for Industries - SMB & Enterprise

Create Business Documents that Sell

Personalized and engaging documents keep relationships strong and enable organizations to stand out from the competition. But generating these business-critical documents can be an ongoing challenge for small, medium, and even large enterprises.

Xpertdoc’s document generation and document automation solutions empower your sales team to create sophisticated, personalized and professional documents such as quotes, contracts, proposals, non-disclosure agreements, invoices, and more – easily and efficiently.

Leverage Powerful Features to Make Every Document Count

Using Xpertdoc, you can have the most up-to-date messaging for each opportunity, with logic-based rules for including or excluding content, as well as consistent and pre-approved pricing and discount options. Our platform easily integrates with enterprise core systems such as CRM, ERP, CPQ, Microsoft Excel, and other applications to pull the most current, accurate and real-time data into your documents.

And with prebuilt integrations to DocuSign, Sertifi, OneSpan Sign and Adobe Sign, capturing electronic signatures is done in minutes, accelerating transaction times and improving customer experience.

Design Compelling Document Templates with Microsoft Word

Based on Microsoft Word, the Xpertdoc Template Builder gives your business users powerful tools to create dynamic, data-driven document templates that integrate tables, calculations, graphics, and multimedia content. Leveraging their existing skills, they can configure complex workflows and business rules without the help of your IT department.

Always Use the Right Language and Content

The Xpertdoc add-in for Microsoft Office 365 allows you to quickly select pre-approved phrases or jurisdiction-specific language, as well as search and insert alternative language into a template, from content stored in Xpertdoc’s Content Manager. With our robust search functionality, you can locate content by keyword, phrase or custom label that you have created.

Take Advantage of Federal Software Tax Deductions

Software and the Section 179 Deduction

Did you know that Section 179 of the IRS tax code allows businesses to deduct the full purchase price of qualifying equipment and/or software purchased or financed during the tax year? This means that if you buy (or lease) a piece of qualifying equipment, you can deduct the full purchase price from your gross income.

Learn more:

Canada & Quebec
Software Expense Deductions and Financing

There are a variety of financing programs and tax incentives available to businesses residing in Canada that will enable you to defray costs or deduct expenses associated to software purchases.

Learn more:

Useful Resources for SMB & Enterprise

Husky Reaps Benefits from Connecting Documents to CRM

How to Efficiently Capture Customer Data Through Digital Smart Forms

Digital Transformation in Manufacturing

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo tailored to your specific document needs and business objectives.