Maidenhead, United Kingdom and Terrebonne, Canada, November 24, 2021 – Preact, a leading UK Microsoft Gold Partner and Inner Circle member, has entered a partnership with Xpertdoc, a global leader in document generation and document automation solutions.
Xpertdoc’s aim is to enable a digital transformation of document processes to make life of business users easier. Xpertdoc solutions simplify, optimise, accelerate, and automate document creation, generation, management, delivery, storage, and electronic signing. All these processes can be easily controlled with pre-set rules and parameters.
Commenting on the announcement, Preact’s Commercial Director, David Brettell, says: “We are delighted to be teaming up with Xpertdoc to offer enhanced document generation capabilities from Microsoft Dynamics 365 and Power Apps. Several of our clients already use Xpertdoc to automate the production of their quotations, proposals and other documents within the Dynamics 365 user interface, and we look forward to demonstrating its benefits to more businesses.”
Xpertdoc offers its solutions to companies in all industries such as energy, higher education, manufacturing, and financial services; its clients include small businesses as well as large international organisations, non-profits and government bodies. The company is headquartered in Canada and has clients all over the world. They include Metro Bank, Otis, Paccar, Husky Injection Molding Systems, Standard & Poor’s, and hundreds more.
Compared to the competition, Xpertdoc solutions support the ability to work with multiple languages in one document template, the configuration of complex business rules for integrating data and pictures from multiple entities within the CRM system and from external sources such as SharePoint and FTP. Its solutions can generate complex charts and barcodes, require minimal IT support and are very easy to use.
“We are confident that this partnership will bring added value to Preact clients, who will be able to create and send highly personalised, engaging documents directly out of Microsoft Dynamics 365 or via Microsoft Power Platform processes,” says Anthony Mansour, Partner Business Development at Xpertdoc.
Founded in 1993, Preact is a leading specialist in implementing and supporting CRM solutions. As a top-ranked Microsoft provider, Preact supports small and medium sized businesses in advancing their digital transformation through Microsoft Dynamics 365 and solutions built on the Power Platform. The company holds multiple Microsoft Gold Certifications and has been awarded the elite Inner Circle status for Microsoft Business Applications each year since 2018. Preact’s solutions are trusted by more than 10,000 Dynamics 365 users. Visit www.preact.co.uk to read more.