Xpertdoc and 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.
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Simplified, optimized document generation coupled with CPQ

The Xpertdoc document generation and document automation solution lets you build simplified, automated processes for the creation, generation, management, storage, delivery, and e-signature of business documents. With the click of a button, you are empowered to create tailored, accurate and compelling quotes and proposals that leverages data from Experlogix CPQ, CRM, ERP and other data sources, guided through logic-based, optimized approval, delivery, e-signature, and archiving flows. So you can engage with your customers faster than the competition, all while increasing internal efficiency.
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A powerful solution for business users

From your Microsoft Dynamics 365 or Salesforce environment, your business users can leverage Experlogix CPQ’s powerful yet simple-to-use capabilities to configure and price complex products with accuracy, and deliver customized, professional quotes through automated and consistent processes powered by Xpertdoc, accelerating sales cycles, improving document quality and increasing revenue.

Unlimited data sets

Multiple data sets – Experlogix CPQ, Dynamics 365/Dataverse, Salesforce, ERP, ECM, user input, XML, and other data sources – can be created and combined in document templates during the flow execution. Xpertdoc has no limitations on the data you can use in your quotes and proposals.

Advanced document design

The solution comes with the Xpertdoc Template Builder, a Microsoft Word add-in that allows users to easily create dynamic templates that automatically integrate customer information, images and descriptions of products, pricing tables, terms and conditions, warranties, etc., and incorporate complex pricing and discounting calculations and logic-based conditions.

Conditional document flows

Users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Activities/Tasks with attached documents, and storing generated documents in Xpertdoc Content Manager, Microsoft Dynamics 365, SharePoint, or Salesforce.

Xpertdoc Smart Flows - Conditional Flows
Xpertdoc for SugarCRM - Roles

Role-based flow selection

Flow selection can be filtered by security role to ensure that sales representatives, for instance, can only select and start document flows that are relevant to their role. This helps eliminate delays and errors associated with sending the wrong documents.

Seamless integrations

In addition to Experlogix CPQ, Dynamics 365 and Salesforce, Xpertdoc offers seamless integrations with other leading applications and systems – DocuSign, Sertifi, OneSpan Sign, Adobe Sign, file storage and sharing, and ECM. It can also be connected to Xpertdoc components such as Smart Forms and Content Manager.

Xpertdoc for Dynamics 365 - Integrations

Centralized management console

The solution includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights in adoption, usage and performance.

Useful resources on Xpertdoc and Experlogix CPQ

Global Company Reaps Benefits from Connecting Documents to CRM and CPQ
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Create Accurate Sales Quotes Through Integrated Data Systems
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Kelly Roofing Digitally Transforms Sales Processes for Complex Proposals

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