Powerful document generation and document automation

Simplify and automate your business document processes, from creation to delivery of better documents, faster.

Simplified, optimized, automated documents

The Xpertdoc document generation and document automation solution provides business users with robust yet user-friendly features to simplify, optimize and automate business-critical document processes.

From a single, intuitive platform, you are empowered to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, and generate documents interactively, in batches or through automated flows, resulting in accelerated document processes, increased productivity and reduced dependence on IT.

Powerful, flexible, user-friendly features

Document flows
Xpertdoc Smart Flows are easy-to-configure, automated processes for the creation, generation, management, delivery, storage, and e-signature of business documents. Through a visual interface, you can easily build and deploy document flows leveraging conditional logic – without programming.
Template design
Our Template Builder add-in for Microsoft Word gives you the tools you need to create dynamic, data-driven templates and configure complex workflows and business rules, so you can generate professional documents with accurate content, terminology, branding, and format.
Digital data capture
Xpertdoc Smart Forms are responsive, web-based or embedded data capture forms that enable your users or customers to easily enter and submit information electronically, through a better, faster, paperless, and guided process.
Content management

Xpertdoc’s Content Manager is a secure and structured repository that facilitates and accelerates the management, storage and retrieval of digital assets – PDF forms and documents, logos, images, and multimedia content.

Output management
Our Document Services provide highly extensible automated options to process batches of document outputs. These options include server-side document assembly, PDF conversion, transformation and concatenation of Microsoft Office documents, and storage in other systems.
Electronic signature
Xpertdoc offers secure connections with DocuSign, Sertifi, OneSpan Sign, and Adobe Sign, enabling you to capture in minutes trusted electronic signatures on your business documents and accelerate transaction times.
Connectors

Xpertdoc provides connectors to leading applications and enterprise core systems – CRM, ERP, CPQ, ECM, file storage and sharing, electronic signature, etc. – making the creation, delivery and storage of data-driven documents easier than ever before.

Key integrations with your core systems

Power up your enterprise core systems with Xpertdoc’s document generation and document automation capabilities to easily and efficiently create, generate, manage, deliver, store, and e-sign data-driven, accurate and engaging documents – without leaving your technology environment.

4 editions to meet your document needs

Standard Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Dataverse
SugarCRM
Salesforce
REST API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File system
HTTP(S)
Premium Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Dataverse
SugarCRM
Salesforce
REST API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File system
HTTP(S)
Ultimate Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Dataverse
SugarCRM
Salesforce
REST API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File system
HTTP(S)
Enterprise Edition
COMPONENTS
Document Services
INTEGRATION OPTIONS
MS Dynamics 365
MS Power Platform
Dataverse
SugarCRM
Salesforce
REST API
CONNECTOR OPTIONS
MS SharePoint
DocuSign
Sertifi
OneSpan Sign
Adobe Sign
MS Office 365
OTHER OPTIONS
SMTP
FTP/SFTP/File system
HTTP(S)
Optional

Interactive demos

Explore Xpertdoc’s powerful document generation and document automation features by trying out our interactive demos, and see how easy it is to create and generate personalized business documents that drive engagement.

Useful resources on document generation and document automation

Xpert Guide to Document Generation and Document Automation

10 Must-haves of a Fail-proof Document Generation Strategy

Document Automation
as Easy as 1, 2, 3

Ready to leverage the power of Xpertdoc?

Request a demo or trial