Xpertdoc for Microsoft Dynamics 365 Pricing
Find out our recommended software pricing and the powerful features available with each Xpertdoc Business and Xpertdoc Enterprise editions.
The Right Edition for Your Document Needs
Xpertdoc for Microsoft Dynamics 365 comes in 4 different editions designed to meet your organization’s specific needs, at any given time in your digital transformation journey.
If you are a Dynamics 365 consultant or reseller, learn more about our Global Xpertdoc Partner Program and and the additional pricing benefits associated with our three partnership opportunities.
Recommended Software Pricing
Includes 5 users and up to 6,000 generated documents per year
Includes 10 users and up to 12,000 generated documents per year
Includes 30 users and up to 60,000 generated documents per year
Number of users and generated documents based on specific needs
|Base Edition Plan||Contact us|
|Plan package (price per month)|
|Additional user (price per user per month)|
$18(up to 45 additional users)
$18(up to 90 additional users)
$18(unlimited additional users)
|Additional Document Packages|
$1,500(up to 60,000 generated documents per year)
$3,750(up to 600,000* generated documents per year)
|DocuSign, Sertifi, OneSpan Sign or Adobe Sign (price per user per month)|
|Xpertdoc Extended Business Cloud – Light (price per user per month)|
|Xpertdoc Extended Business Cloud – Full (price per user per month)|
|Service Deployment and Project Setup**|
|Private cloud managed – Basic (price per month)|
|Private cloud managed – Intermediate (price per month)|
|Private cloud managed – High (price per month)|
|Multi-server production setup (price per container per month)|
* For volumes higher than 600,000 generated documents per year, we recommend an Enterprise edition plan that includes the implementation of Xpertdoc on a dedicated infrastructure.
** Please visit our Knowledge Base for detailed configuration specifications.
Software Features Overview
|Manage your project with data sets, templates and flows in the Xpertdoc Smart Flows Project Console|
|Start flow executions with user input from the Flow Execution Panel|
|Edit templates (Smart Flows Project) with the Xpertdoc Template Builder for Microsoft Word|
|Edit templates (Template Manager) with the Xpertdoc Template Designer for Microsoft Word|
|Microsoft Dynamics 365 and SharePoint Integrations|
|Start flow executions from the Dynamics 365 user interface|
|Start flow executions from a Dynamics 365 workflow|
|Create Notes and Activities (email, letter, task) in Dynamics 365 with attached documents|
|Store generated documents in Microsoft SharePoint|
|Merge Dynamics 365 data in documents (all field and entity types, unlimited levels of relationship)|
|Merge user input data in documents|
|Merge external data in documents (schema data sets, data from URL)|
|Store documents on fileserver
(FTP, FTP over SSH, WebDAV, Windows share)
|Print documents (local printer or Google Cloud Print)|
|Email generated documents (SMTP)|
|Start flow executions from external code (REST API call)|
|Optional/Subject to Applicable Cost|
|Send documents for e-signature (DocuSign, Sertifi, OneSpan Sign or Adobe Sign)|
|Unlock Xpertdoc features through Xpertdoc Extended Business Cloud – Light (Smart Forms and Content Manager)|
|Unlock Xpertdoc features through Xpertdoc Extended Business Cloud – Full (Smart Forms, Content Manager, Document Services, Xpertdoc Template Designer Template Execution)|
|Service Deployment and Project Setup|
|Public cloud – multitenant (managed) deployment|
|ALM/multiple environment setup (dev, UAT, staging, production)**|
|Optional/Subject to Applicable Cost|
|Private cloud – single tenant (managed) deployment***|
|Private cloud/on-premise (unmanaged)***|
|Multi-server production setup (load balance, failover)|
* Included in edition plan.
** The Premium edition plan includes 1 production and 1 non-production project. The Ultimate edition plan includes 1 production project and up to 4 non-production projects.
*** For volumes higher than 600,000 generated documents per year, we recommend an Enterprise edition plan that includes the implementation of Xpertdoc on a dedicated infrastructure.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo or to get a free 30-day trial.