Document flows
Easily build and deploy automated document flows for efficient generation, management, delivery, and storage of your business documents.
Automated document flows made easy
Xpertdoc Smart Flows are easy-to-configure, automated processes for the creation, generation, management, storage, delivery, and e-signature of business documents. With the click of a button, you are empowered to create the most compelling quotes, contracts, invoices, reports, correspondence, or any other documents, guided through logic-based, optimized post-processing, approval, delivery, and archiving paths, to better engage with your customers all while increasing productivity.
Features to streamline your processes
Intuitive building interface
Available in English, French and Dutch, the intuitive interface of Xpertdoc Smart Flows allows users to easily and visually build automated document flows by adding and arranging flow blocks each executing a specific action – generate, print, send an email, store, e-sign, and more.
Linked flow blocks
Conditional document flows
With Smart Flows, users can configure automated document flows that contain conditional steps. Depending on if a condition is true or false, the generated documents follow a different path – e.g., sending documents by email or via an e-signature platform. Sub-conditions can also be created, bringing sophisticated flow control.
Consolidated document storage
Generated documents can be automatically stored in Xpertdoc Content Manager, Microsoft SharePoint or other content management systems. When integrated with a CRM platform like Microsoft Dynamics 365, SugarCRM and Salesforce, users can create a new record in the corresponding Document section and attach a document.
Pause & resume function
Unlimited data sets
Multiple data sets – Microsoft Dynamics 365/Dataverse, SugarCRM, Salesforce, ERP, CPQ, ECM, user input, XML, and other data sources – can be created and combined in documents during the flow execution. Xpertdoc Smart Flows has no limitations on the data you can use in your business documents.
Useful resources on document flows
Ready to leverage the power of Xpertdoc?