Digitize your inbound data intake process while empowering your customers’ need for self-service.
Web-based, Dynamic Data Capture
Xpertdoc Smart Forms are responsive, web-based or embedded data capture forms that enable your customers to easily enter and submit their information electronically, through a simpler, faster, better, paperless and guided process. By exchanging manual, paper-based and error-prone processes for a digital version, you can benefit from lowered resource costs and improved internal efficiencies to positively impact your customers’ experience.
Features to Power and Automate Your Processes
With robust features that create a better experience, Xpertdoc’s Smart Forms empower your business users to complete processes better and faster than ever before.
Creation & Mapping
Configure complex business rules and paths, test your logic in real time, and define new-user flows in minutes, with our “drag n’ drop” Smart Form Designer.
Create Smart Forms that comply with your branding standards, with limitless CSS styling.
Embed Smart Forms in your existing digital infrastructure and send your data wherever it needs to go, in whatever format it needs to be.
Give customers a truly omni-channel experience, where they can begin a process on one device and finish on another without missing a beat.
Provide auto-completing fields that pull your own data to make entering information faster, easier and error-free.
Direct customers down different paths based on their answers, so they only see questions that are relevant to them, reducing errors and improving completion rates.
Complete Smart Forms on any device, send your outputs where they need to go, and sign them electronically – all without handling paperwork.
The Benefits of Digitally Transformed Business Processes
How to Efficiently Capture Customer Data Through Digital Processes
Read through our compelling use cases to see how organizations have implemented our Smart Form technology, enabling their employees to easily complete complex data capture tasks, and generate personalized, relevant documents in minutes via digital and automated processes.
Ready to Leverage the Power of Better Documents, Faster?
Contact us today to schedule a demo tailored to your specific customer communication needs and business objectives.