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.

Microsoft Dynamics 365 Integration

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.

Standard
You are a small or medium-sized company looking to digitize some of your document processes.

You expect to generate up to 6,000 documents per year.
View Features
Premium
You are a medium-sized company looking to digitize document processes, data capture and/or document management.

You expect to generate up to 60,000 documents per year.
View Features
Ultimate
You are a medium or large-sized organization looking to digitize document processes, data capture and/or document management on-demand or in bulk.

You expect to generate up to 600,000 documents per year.
View Features
You are a large-sized enterprise looking to optimized document processes, data capture and/or document management as part of your on-going digital transformation.

You expect to generate more than 600,000 documents per year.
View Features

Recommended Software Pricing

Standard Premium Ultimate Enterprise
Base Edition Plan Contact us
Plan package (price per month)
€60
$70
£53
$100
$90
€250
$290
£220
$400
$375
€810
$930
£710
$1,300
$1,215
Additional Users
Additional user (price per user per month)
€12
$14
£10.5
$19
$18
€12
$14
£10.5
$19
$18
€12
$14
£10.5
$19
$18
Additional Document Packages
5,000 documents
-
€995
$1,200
£900
$1,600
$1,500
-
25,000 documents
- -
€2500
$3,000
£2,250
$4,000
$3,750
Additional Connectors
DocuSign, Sertifi, OneSpan Sign or Adobe Sign (price per user per month)
€3
$3.60
£2.70
$4.80
$4.50
€3
$3.60
£2.70
$4.80
$4.50
€3
$3.60
£2.70
$4.80
$4.50
Xpertdoc Extended Business Cloud – Light (price per user per month)
-
€6
$7.20
£5.50
$9.60
$9
-
Xpertdoc Extended Business Cloud – Full (price per user per month)
- -
€8
$9.60
£7.20
$13
$12
Service Deployment and Project Setup*
Private cloud managed – Basic (price per month)
- -
€310
$375
£280
$500
$470
Private cloud managed – Intermediate (price per month)
- -
€460
$550
£415
$740
$690
Private cloud managed – High (price per month)
- -
€790
$950
£710
$1,260
$1,185
Multi-server production setup (price per container per month)
- - Contact us

* Please visit our Knowledge Base for detailed configuration specifications.

Software Features Overview

Standard Premium Ultimate Enterprise
Core Functionality
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
Data Capture
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)
Connectors
Included
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)
*
Users
Included
Minimum number of users (native and connected)
5 10 30 50
Maximum number of users (native and connected)
50 100 Unlimited Unlimited
Document Packages
Included number of generated documents (per year)
6,000 12,000 60,000 Unlimited
Maximum number of generated documents (per year)
6,000 60,000 600,000** Unlimited
Optional/Subject to Applicable Cost
5,000 documents
25,000 documents
Service Deployment and Project Setup
Infrastructure
Shared Shared Dedicated Dedicated
Included
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.

** 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.

*** The Premium edition plan includes 1 production and 1 non-production project. The Ultimate edition plan includes 1 production project and any reasonable number of non-production projects.

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.