Xpertdoc for Salesforce

Let your business users leverage robust document generation for Salesforce to create, deliver and store documents, better and faster.

Simplified, optimized document generation for Salesforce

Xpertdoc for Salesforce lets you build and run any document generation, approval, delivery, and storage process that leverages data from Salesforce, Xpertdoc’s web-based Smart Forms and external data sources. Whether your organization requires simple or complex document flows, your business-process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps – without programming.

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A powerful solution for business users

Xpertdoc for Salesforce provides robust yet user-friendly capabilities that make the generation, management, delivery, and storage of business-critical documents effortless. Immersed into the Salesforce experience, your business users are empowered to create highly personalized and compelling quotes, proposals, contracts, invoices, reports, correspondence, and more, guided through optimized and automated post-processing, approval, delivery, and archiving paths to efficiently engage with customers.

Unlimited data sets

Multiple data sets – Salesforce, ERP, CPQ, ECM, user input, XML, and other data sources – can be created and combined in document templates. Xpertdoc for Salesforce conveniently loads the object structure of the CRM platform, enabling users to create Salesforce data sets in a few clicks.

Advanced document design

Xpertdoc for Salesforce comes with the Xpertdoc Template Builder, a Microsoft Word add-in that allows users to easily create dynamic, data-driven and sophisticated document templates, and configure complex workflows and business rules.

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 Tasks with attached documents, and storing generated documents in Xpertdoc Content Manager or the Salesforce Documents tab.

Xpertdoc for SugarCRM - Quick Flow

Quick flow execution

From any Salesforce object, users can use the Xpertdoc Quick Flow dropdown to start pinned document flows. Alternatively, flows can be selected and started from our intuitive, step-by-step Flow Execution panel.

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.
Xpertdoc for SugarCRM - Roles
Xpertdoc for Dynamics 365 - Integrations

Seamless integrations

Xpertdoc for Salesforce offers seamless integrations with leading applications and enterprise core systems – ERP, CPQ, ECM, file storage and sharing, and electronic signature. It can also be connected to other Xpertdoc components such as Smart Forms and Content Manager.

Centralized management console

Xpertdoc for Salesforce 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 for Salesforce

10 Must-haves of a Fail-proof Document Generation Strategy

Xpertdoc – Better, Faster Document Generation for Salesforce

4 Reasons to Optimize Documents with Xpertdoc for Salesforce

Ready to leverage the power of Xpertdoc?

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