Better proposals and contracts for Manufacturers

Create, manage and deliver complex manufacturing documents and communications, quickly and easily.

Create Quotes, Proposals and Contracts that Sell

Empower your sales team to easily and rapidly create personalized, professional documents like quotes, contracts, proposals, NDAs, and more with Xpertdoc!

You can have the most up-to-date messaging for each opportunity, with logic-based rules for including or excluding content, and generate consistent and pre-approved pricing and discount options.

And with prebuilt integrations to eSignLive, AssureSign and DocuSign, capturing signatures is done in minutes, accelerating transaction times and improving customer experience.

Proposals

Better Proposals.
Faster.
Create Your Proposal*

Contracts

Better Contracts.
Faster.
Create Your Contract*

Invoices

Better Invoices.
Faster.
Create Your Invoice*

* User must create an account.

Benefits for Manufacturers

Xpertdoc easily integrates with enterprise core systems such as CRM, ERP, CPQ, spreadsheets, and other platforms to pull the most current, accurate and real-time data into your documents.

  • Reduce time spent on document creation
  • Automate the creation of standard forms and documents with templates
  • Eliminate document errors
  • Enforce branding and formatting
  • Streamline business processes
  • Improve customer experience

Powerful Template Design Leveraging Microsoft Word

Based on Microsoft Word, the Xpertdoc Template Designer gives you the tools to create responsive, data-driven forms and templates that integrate graphics and multimedia content, and configure complex workflows and business rules – quickly and easily.

Users can leverage their existing skills, reducing the dependency on IT resources and avoiding the issues of being locked-down with proprietary technology.

Xpertdoc for Office

Always Use the Right Language or Content

Xpertdoc for Office allows you to quickly select pre-approved phrases or jurisdiction-specific language, as well as search and insert alternative language into a template from content stored in the Xpertdoc Content Manager. With our robust search feature, you can locate content by keyword, phrase or custom tag that you have created.

Husky Reaps Benefits from Connecting Documents to CRM

Learn how Husky Injection Molding Systems connected their multi-million-dollar proposal documents to Xpertdoc and Microsoft Dynamics CRM, and experienced efficiency gains that allowed them to close deals faster.

Take Advantage of Federal Software Tax Deductions (USA & Canada)

USA: Software and the Section 179 Deduction

Did you know that Section 179 of the IRS tax code allows businesses to deduct the full purchase price of qualifying equipment and/or software purchased or financed during the tax year? This means that if you buy (or lease) a piece of qualifying equipment, you can deduct the full purchase price from your gross income.

Canada & Quebec: Software Expense Deductions and Financing

There are a variety of financing programs and tax incentives available to businesses residing in Canada that will enable you to defray costs or deduct expenses associated to software purchases.