Key Integrations with Your Core Systems
Use our key integrations to create, manage and deliver better documents, faster from your core systems.
Powerful Integrations for Leading CRM
Xpertdoc seamlessly integrates with Microsoft Dynamics 365 and SugarCRM 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 infrastructure to easily and efficiently create, generate, manage, deliver and store highly personalized, consistent documents.
Robust, Flexible API for Your Applications
Xpertdoc’s API is a ready-to-use server-side component adding document automation functionalities to your software applications. Connect to any enterprise core system – ERP, CPQ, ECM, policy administration, claims, billing, and more – and benefit from Microsoft Word-based template design and programmed customization capabilities in a web admin experience that enable the delivery of better documents, faster.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo or to get a free 30-day trial.