Xpertdoc for Salesforce

Let your Salesforce users leverage powerful document automation capabilities to generate, deliver and store business documents, better and faster.

Optimized, Automated Document Flows

Xpertdoc for Salesforce lets you build and run any document process that leverages data from Salesforce, Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.

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Document Automation in 3 Easy Steps

Immersed into the Salesforce experience, business users can leverage Xpertdoc’s powerful features to complete automated document processes in 3 easy steps.

1. Prepare

Connect your data from Salesforce, Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager or any core system, to your document templates created with the Xpertdoc Template Builder.

2. Generate

Using Xpertdoc Smart Flows, generate through automated flows containing conditional steps data-driven and compelling business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

3. Deliver

Deliver your generated documents via a wide range of options and channels – store in the Salesforce Documents tab or Xpertdoc Content Manager, create Notes and Tasks with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Dynamic, Data-driven Template Design

The Xpertdoc Template Builder add-in for Microsoft Word gives you the tools to create dynamic, data-driven templates and configure complex workflows and business rules, so you can efficiently generate highly personalized and professional documents with accurate data, content, branding, and format.

Useful Resources on Our Product

Xpert Guide to Document Generation and Document Automation

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

Xpertdoc – Better, Faster Document Automation for Salesforce

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

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