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, 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, consistent documents.

Xpertdoc for Microsoft Dynamics 365

Xpertdoc for SugarCRM

Xpertdoc for Salesforce

Business Data, Application and Process Integration

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, and storage of business-critical documents.

Xpertdoc for Microsoft Power Platform

Robust, Flexible API for Your Applications

Xpertdoc’s API is a ready-to-use server-side component adding 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 customization capabilities enabling the creation and delivery of data-driven, engaging documents, faster.

Xpertdoc API

Useful Resources on Our Integrations

How Xpertdoc Smart Flows
Boosts Power Automate
Capabilities

Get into the Flow with Document Automation for Microsoft Dynamics 365!

Five Ways
Xpertdoc Adds Value
to SugarCRM

Key Integrations with Your Core Systems