Xpertdoc Releases Smart Flows 4.2 – A Better, Faster Way to Generate Documents from CRM

With connectors to SugarCRM and Microsoft Dynamics CRM/365 for CE, Xpertdoc Smart Flows is a document generation solution that empowers business users to create, manage and deliver highly personalized, data-driven documents.

Terrebonne, QC and Hamme, Belgium, May 22, 2019 – Xpertdoc Technologies Inc., a global software company and leader in document flow automation solutions including document generation, digital data capture and content management, today launched Xpertdoc Smart Flows 4.2, an innovative document generation solution, as part of the company’s next step in the realization of their continued effort to help organizations create, generate, manage, store and deliver better documents, faster.

Focusing on connectivity, this release of Xpertdoc Smart Flows marks the introduction of three new connectors:

1. A full-blown turn-key integration for SugarCRM allowing users to execute document flows, deliver documents and store them against their Sugar records – all within the Sugar interface.

2. The Microsoft Dynamics CRM/365 connectors have been updated to work with the latest versions of Microsoft Dynamics 365 for CE (customer engagement platform) and to better support on-premise deployments.

3. The addition of two new connectors to leading e-signature providers: the Adobe Sign connector lets you create and deliver agreements via the Adobe Sign e-signature platform (formerly known as EchoSign) and the OneSpan Sign (formerly known as eSignLive) connector allows you to include the creation and delivery of OneSpan Sign transaction packages as part of your Smart Flows.

Download the full Xpertdoc Smart Flows 4.2 Release Preview Guide here.

“Xpertdoc Smart Flows leverages the technology from XperiDo, a document generation company based in Belgium who joined forces with Xpertdoc in early 2018. It is the latest solution in the Xpertdoc suite continuing our commitment towards better documents, faster,” said Rudy Vanhille, Chief Marketing Officer of Xpertdoc. “Our focus as a company is to make our customers more productive, and save them time and money by solving their document generation challenges. Creating, managing and delivering engaging documents while meeting stringent compliance rules and regulations can be complex and time-consuming – especially if the process is heavily reliant on shared resources like IT.”

Xpertdoc Smart Flows is currently available for Microsoft Dynamics CRM/365 for Customer Engagement and SugarCRM. Future releases will include connectors to the broader Dynamics 365 product suite and SalesForce.com.

Xpertdoc will be showcasing a live demo of Smart Flows at the Microsoft Business Applications Summit in Atlanta, GA from June 10-11, in Booth #21.

To learn more about Xpertdoc’s Smart Flows and their document generation and automation solutions, visit xpertdoc.com or sign up for a free 30-day trial.

About Experlogix

Experlogix is a global leader in CPQ (Configure, Price, Quote) and document generation and automation solutions, with thousands of customers worldwide in a variety of industries. We elevate customer engagement, business growth and success through powerful and flexible technologies that simplify and accelerate complex processes, improve compliance and quality, and reduce dependence on technical resources. Experlogix – Simplifying the complex.

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Pamela Velentzas
Senior Marketing Manager