Because We’re Better Together – Why you Should Partner with Xpertdoc

As you talk to your customers discovering they have specific requirements to grow their business by simplifying day to day tasks, streamlining workflows and automating as much a possible to focus on real money making tasks. What customer communication solution is the right solution for you?

Top 3 Reasons to Partner with Xpertdoc

1. The Microsoft Connection – Xpertdoc was the first Microsoft Partner worldwide to leverage the XML-based format that would transform Word into a powerful platform for enterprise-grade document output and customer communications. Since then, Xpertdoc has worked with more than 300 organizations to understand their needs, implement industry-leading solutions that are optimized to solve business problems, and ultimately drive business growth through modernization.

2. Easy sell to business users and IT friendly – Xpectdoc gives you the flexibility to stay on premise or move to the cloud. We will support you with cloud instances on Azure and the ability to leverage Office365 tools and data in Dynamics365. Easily and quickly start creating compelling customer documents with connectors and integration to draw from data within Dynamics CRM, reports and tables from your Excel spreadsheets or even assets on your SharePoint. Now, what if your customers have legacy systems and platforms outside of the Microsoft stack? Xpertdoc easily integrates seamlessly with other internal systems and data sources.

3. Stay ahead of the pack – As your clients look to streamline their customer communications use Xpertdoc’s experience and keep your brand in front and relevant throughout your customer’s lifecycle with timed and personalized documents. Xpertdoc has a clear vision of enabling companies to produce better documents, faster. Our laser focus on the user experience and customer satisfaction earned us Celent’s Xcelent Functionality Award, after being voted the most significant innovation of by the SMA panel of 230 clients.  Most recently selected as the 2016 IAMCP award for partner to partner technology deployment.

As the Xpertdoc partner program and network grows, I look forward to seeing our business community work with our Partners to discover and do great work with Xpertdoc. If you are not an Xpertdoc partner and want to learn more, reach out to me directly at

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc