Pricing for Xpertdoc for Salesforce
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’s integration with Salesforce comes in 3 different editions designed to meet your organization’s specific needs, at any given time in your digital transformation journey.
If you are a Salesforce consultant or reseller, learn more about our Global Xpertdoc Partner Program and the additional pricing benefits associated with our three partnership opportunities.
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* Editions are based on an annual subscription model.
Edition Feature Comparison
| Premium | Ultimate | Enterprise | |
|---|---|---|---|
| Included number of users | 14 | 30 | Contact us |
| Maximum number of users | 100 | Unlimited | Unlimited |
| Included number of documents | 12,000 | 60,000 | Contact us |
| Maximum number of documents | Up to 60,000 | Up to 600,000 | Unlimited |
| Infrastructure type | Shared server | Private cloud or on-premise | Private cloud or on-premise |
| Template Builder | |||
| Smart Forms | Optional | Optional | |
| Content Manager | Optional | Optional | |
| Advanced Template Designer | Optional | ||
| Document Services | Optional | Optional | |
| Electronic Signature | Optional | Optional | Optional |
| REST API call | |||
| Support | Standard | Standard | Standard |
| Environment setup | 1 production, 1 non-production |
1 production, 4 non-production |
1 production, 4 non-production |
Integration and Connector Options
| Premium | Ultimate | Enterprise | ||
|---|---|---|---|---|
| Integrations | ||||
| Microsoft Dynamics 365 | ||||
| Microsoft Power Apps | ||||
| Microsoft Power Automate | ||||
| Common Data Service | ||||
| SugarCRM | ||||
| Salesforce | ||||
| Connectors | ||||
| Microsoft Office 365 | Optional | Optional | ||
| Microsoft SharePoint | ||||
| DocuSign | Optional | Optional | Optional | |
| Sertifi | Optional | Optional | Optional | |
| OneSpan Sign | Optional | Optional | Optional | |
| Adobe Sign | Optional | Optional | Optional | |
| Other Options | ||||
| REST API | ||||
| SMTP | ||||
| FTP/SFTP/File System | ||||
| HTTP(S) | ||||
Software Feature Overview
| Template Design |
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| Design templates using the Microsoft Word-based Xpertdoc Template Builder. |
| Design templates from a new or existing document. |
| Support localization of templates and automated multi-language capabilities. |
| Leverage complex conditional formatting capabilities: grouping, and/or. |
| Form N:N, 1:N or N:1 relations in both standard and custom objects. |
| Create custom fields and relationships. |
| Configure loops on multiple records. |
| Filter data based on rules. |
| Apply field formatting: date, time, number, currency, and percentage. |
| Re-use styles: date, time, number, currency, and percentage. |
| Integrate images dynamically. |
| Insert bar codes and QR codes. |
| Create dynamic graphs showcasing data. |
| Insert existing documents. |
| Insert composed templates: header, footer, body, insert zone. |
| Find/replace and insert text in mapped values. |
| Control template versions with roll-back and tracking capabilities. | Generation, Storage and Output |
| Create document generation, delivery and storage flows leveraging conditional logic, with a visual builder. |
| Configure complex document flows, combined into a single, one-click command. |
| Configure flows to pause and wait for an internal or external event before continuing. |
| Leverage the flexible Xpertdoc API. |
| Invite an external user to fill in an Xpertdoc Smart Form to gather information. |
| Incorporate interview-type questions into a flow for custom outputs, with Xpertdoc Smart Forms. |
| Leverage multiple data sources: Microsoft Dynamics 365, Common Data Service, SugarCRM, Salesforce, Microsoft SharePoint, REST API, and XML. |
| Create Notes and Tasks, and attach a document automatically in a record. |
| Integrate e-signatures. |
| Create documents with dynamic names. |
| Use dynamic email content. |
| Configure a document approval process leveraging Xpertdoc Content Manager. |
| Leverage centralized storage capabilities of Xpertdoc Content Manager. |
| Store documents in Microsoft SharePoint or an external drive. |
| Use carry-forward function in documents opened in Microsoft Word, Excel, PowerPoint, and Outlook, with Xpertdoc for Office. |
| Print documents to network printers or PrintNode. |
| Support multiple output formats: Word (*.docx), PDF (*.pdf), web (*.htm;*.html), PNG (*.png), JPEG (*.jpg, *.jpeg), ePub (*.epub), PostScript 3.0 (*.ps), PCL 6 enhanced or PCL XL (*.pcl). | Administrative Controls |
| Support Single Sign-On (SSO) authentication. |
| Access detailed logging and reporting features through the Control Panel. |
| Manage and assign user access and custom roles. |
| Assign only interactive users to the Xpertdoc software. |
| Manage template access restrictions. |
Contact us for more details on the features available with each edition.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo or to get a free trial.
