Key integrations with leading core systems

Integrate document generation and document automation capabilities to create, manage and deliver better documents, faster from your core systems.

Document generation for your CRM

Xpertdoc seamlessly integrates with Microsoft Dynamics 365, SugarCRM and Salesforce, bringing powerful document generation and document automation capabilities to your CRM environment. With just a few clicks, your business users can leverage your customer data and existing technology to easily and efficiently create, generate, manage, deliver, store, and e-sign highly personalized, accurate and engaging documents.

Integration with business data, applications and processes

Our integration with Microsoft Power Platform allows you to combine Xpertdoc’s document generation and document automation features with Microsoft’s robust capabilities. Leverage approval and business process flows, customer data, standard and custom entities, connections to any applications, and more, to build streamlined, automated processes for the generation, management, delivery, storage, and e-signature of business-critical documents.

Flexible, advanced API for your applications

The Xpertdoc API is a ready-to-use server-side component adding sophisticated document generation and document automation functionalities to your software applications. Connect to any enterprise core system – ERP, CPQ, ECM, claims, financial services, accounting, and more – and benefit from Microsoft Word-based template design and programmed customizations enabling the creation and delivery of data-driven, compelling documents, faster.

Useful resources on key integrations

What Is Dynamics 365? The Guide to Microsoft’s New Cloud Business Management Solution

4 Reasons to Optimize
Documents with
Xpertdoc for Salesforce

How Xpertdoc Smart Flows
Boosts Power Automate

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