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.
Xpertdoc for Microsoft Dynamics 365
Xpertdoc for SugarCRM
Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.
Xpertdoc for Salesforce
Let your Salesforce users leverage robust document generation capabilities to create, deliver and store business documents, better and faster.
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.
Xpertdoc for Microsoft Power Platform
Empower business users to build, automate and integrate streamlined, consistent document processes with your Power Apps and Power Automate flows.
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.
Experlogix CPQ
Bring powerful CPQ and document generation capabilities to your CRM or ERP platform to create, deliver and e-sign tailored, accurate and compelling quotes, faster.
Xpertdoc API
Useful resources on key integrations
What Is Dynamics 365? The Guide to Microsoft’s New Cloud Business Management Solution
Ready to leverage the power of Xpertdoc?