Document Generation

Easily build and deploy automated document flows for efficient creation, generation, management, storage, and delivery of your business documents.

Document Generation - Xpertdoc Smart Flows

Document Generation
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 business documents, guided through optimized post-processing, approval, delivery, and archiving paths to efficiently engage with your customers via their preferred delivery channel.

A Powerful Product for Business Users

Xpertdoc’s Smart Flows features powerful document generation tools and flexible deployment options such as SaaS or on-premise, to meet the specific business requirements of your organization.

Xpertdoc Smart Flows - Responsive UI

Modern, Responsive User Interface

Available in English, French and Dutch, the modern and responsive user interface of Xpertdoc Smart Flows allows for clear, straightforward navigation, enabling business users to easily and efficiently accomplish their document automation tasks both on the web and on connected mobile devices.

Centralized Management Console

Xpertdoc’s Smart Flows includes a centralized management console, providing an integrated control panel with access to project settings, controls and configurations. A reporting interface offers detailed insights in adoption, usage and performance of the product.

Xpertdoc Smart Flows - Centralized Management
Xpertdoc Smart Flows - Multiple Data Sets

Multiple Data Set Types

Using the embedded Data Set Builder, multiple types of data set – standard Dynamics 365/CRM, user input and XML – can be created and combined in document templates. Xpertdoc Smart Flows has no limitations on the data you can use in your business documents.

Composed Templates

Composed templates, called “compositions”, can be dragged and dropped into a document body, header, footer, and insert zone during template design. With Xpertdoc Smart Flows, insertion of compositions can be conditional, and conditions can leverage Dynamics 365/CRM data and user input.

Xpertdoc Smart Flows - Composed Templates
Xpertdoc Smart Flows - Conditional Flows

Conditional Document Flows

In the Xpertdoc Smart Flow Builder, users can build and deploy simple or complex automated document flows – from initial trigger to final delivery of one or more documents – that contain conditional scenarios, such as sending documents by email, to a print service or for e-signature via a variety of platforms, and storing documents in Xpertdoc Content Manager, Microsoft Dynamics 365 or SharePoint.

Programmed Functionalities

Xpertdoc Smart Flows comes with a REST API based on the OpenAPI specification (OAS). Every functionality available in the product can be called from a series of programmed “get”, “post”, “put,” and “delete” functions.

Xpertdoc Smart Flows - Programmed Functions

Dynamic Template Design Using Microsoft Word

With the Xpertdoc Template Builder add-in for Microsoft Word, you can create dynamic and compelling templates in the familiar word-processing environment. It leverages all of Word’s functionalities while adding an intuitive template designer experience.

Legal and Secure Electronic Signatures

Xpertdoc offers pre-built, secure integrations with DocuSign, Sertifi, OneSpan Sign and Adobe Sign, enabling you to capture in minutes legally-binding electronic signatures on your business documents and accelerate transaction times.

Powering up Your Enterprise Core Systems

Xpertdoc Smart Flows seamlessly integrates with Microsoft Dynamics 365, SugarCRM, and many other enterprise core systems – ERP, CPQ, ECM, policy administration, claims, billing, and more – to power up your environment with better, faster document generation.

Useful Resources on Document Generation

Xpertdoc Smart Flows 4.5 Release Overview

Optimizing Your Communications with Claims Process Automation

Automate the Generation and Delivery of Loan Payment Notices

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo or to get a free trial.