Design dynamic and compelling document templates leveraging Microsoft Word’s powerful functionalities.
Featuring an added ribbon toolset and a mapping pane, Xpertdoc’s intuitive Template Builder add-in for Microsoft Word gives you the tools to create dynamic, sophisticated and professional templates, and configure complex workflows and business rules so you can generate data-driven and compelling documents with accurate content, terminology, corporate branding, and format – quickly and easily.
In addition to leveraging your familiar word-processing software’s extended functionalities for document composition, our Template Builder provides dynamic and automated user-friendly features that simplify and accelerate your document creation process.
Customer information and data from multiple sources, such as Microsoft Dynamics 365, Common Data Service, CRM, ERP, CPQ, ECM, and more, can be mapped to appropriate data fields and dynamically integrated with templates.
Barcodes and QR codes, digital images, graphics, multimedia content, and files of any common format – DOCX, PDF, HTML, etc. – can be automatically inserted in document templates.
Users can create standard, grouped or filtered subgrid loops to build lists and tables with recurring input data, within document templates.
Wizard-driven expressions can be configured to incorporate calculations and complex conditions, as well as to determine the business flow of a template. Conditions for inclusion or exclusion of content are easily set and applied to mapped fields.
A template can have multiple language variations; document language selection can be automated based on customer preference, jurisdiction or country.
Templates can be checked-in while they are being worked on and checked-out when completed. This function also enables users to return to previous versions, compare and see where changes have been made, resulting in greater document quality and compliance.
The Xpertdoc Template Designer is a robust add-in for Microsoft Word that complements our Template Builder with advanced, programmed capabilities. Leveraging all of Word’s functionalities, the Template Designer empowers business users to easily design dynamic and sophisticated document templates that integrate data, digital and multimedia content, tables, diagrams, and business rules, while providing flexibility for IT resources to program customized and complex functions in C# and VB.NET.
Xpertdoc Template Builder – Robust and Intuitive Template Design Add-in for Microsoft Word
Contact us today to schedule a demo or to get a free trial.
Xpertdoc Technologies Inc.
100-1562 Nationale Street
Terrebonne, QC
Canada J6W 0E2
Xpertdoc Europe
Winninglaan 3
9140 Temse
Belgium
North America
1 450-961-9111 x2
Europe
and all Invenso/XperiDo products
+32 52 52 27 70
Email
support@xpertdoc.com
Xpertdoc Technologies Inc.
100-1562, rue Nationale
Terrebonne, QC
Canada J6W 0E2
Xpertdoc Europe
Winninglaan 3
9140 Temse
Belgique
Amérique du Nord
1 450-961-9111 x2
Europe
et tous les produits Invenso/XperiDo
+32 52 52 27 70
Courriel
support@xpertdoc.com
Copyright 2020 Xpertdoc Technologies Inc. Tous droits réservés.
Confidentialité et RGPD | Conditions d’utilisation
Copyright 2020 Xpertdoc Technologies Inc. All rights reserved.
Privacy & GDPR | Terms of Use
This acquisition brings significant value to Xpertdoc customers and partners and we are excited to become part of the Experlogix family. This further strengthens our effort to help organizations deliver better documents, faster.
Cette acquisition amène une valeur considérable aux clients et partenaires de Xpertdoc. Elle renforce nos efforts pour aider les organisations à distribuer de meilleurs documents, plus vite. Nous sommes heureux de faire partie de l’équipe d’Experlogix.