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.

Useful Resources on Our Integrations

How Xpertdoc Smart Flows
Boosts Power Automate

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

Wellspring Software Transforms Document-heavy Processes from SugarCRM

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

Contact us today to schedule a demo or to get a free trial.