What’s New in Xpertdoc Smart Flows 4.12

Our Product Team just announced the general availability of Xpertdoc Smart Flows 4.12 and we are excited to share the enhancements this latest version adds to our document generation and document automation software to further improve capabilities, performance and user experience. Release 4.12 of Xpertdoc Smart Flows contains several long-anticipated, “quality-of-life” features for administrators, template […]

How Xpertdoc Smart Flows Boosts Power Automate CapabilitiesSmart Flows Boosts Power Automate

Sometimes you need IT expertise. But sometimes you can’t slow down your entire business because your developers are busy and not available on short notice. Fortunately, in this age of digital transformation and technological evolution, certain tasks that once required a developer are now built-in software applications, empowering non-technical users with new levels of daily […]

The Fork in the Road: What Drives Companies to Look for a Document Generation SolutionDocument Generation Solution

Sometimes it’s hard to know when it’s time to say thank you and goodbye to a possession that served you well, like your car, for example. You need it for an important daily process: getting from point A to point B to point C. But when it becomes old and outdated, there is only so […]

Consolidating Customer Information for a Better CX: How to Get your Data in One BasketCustomer Information

There is an old saying, “Don’t put all your eggs in one basket,” meaning it’s risky to group all your possibilities together. But in business, sometimes you want all your eggs, or customer information components, in one integrated spot – especially if you need to generate highly personalized, data-driven documents to create a better customer […]

Five Ways Xpertdoc Adds Value to SugarCRMXpertdoc Adds Value to SugarCRM

In business, managing documents can seem like a big ball of yarn. One reason companies of all sizes need and use a CRM (customer relationship management) system is to transform that ball of yarn into a solution that delivers the best customer experience (CX), drives sales, streamlines marketing emails, and keep customers coming back. A […]

Adding Value to Your Dynamics 365 Deals: How to Benefit from an Xpertdoc PartnershipXpertdoc Partnership

Partnerships in business can be just as useful and fruitful as those found elsewhere. One example is partnering with Xpertdoc to enhance Microsoft Dynamics 365 by adding a user-friendly document generation solution. Suddenly, it’s a different animal, with modern, automated document capabilities that open the door to a whole new world of functionality and advantages. […]

Document Generation and Flow Automation for Dummies: A Guide to Choosing the Right SolutionDocument Generation and Flow Automation for Dummies

When packing for a weekend trip, it is hard to know what exactly to take. You don’t want to overpack, but you don’t want to drive away wishing you had thrown in that one last item. Same goes when you are shopping for a document generation and flow automation solution. Like most competitive, modern businesses […]

To “Document” Infinity and Beyond: Adding Value to Microsoft Dynamics 365 with Document Generation and AutomationDynamics 365 and Document Automation

Automation has always been a popular concept. Once a staple of science fiction lore, it has now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t too long ago that everyone used typewriters and filing cabinets to manage their office documents, […]

Five Reasons Why OEMing Boosts Business for Software ResellersOEMing Boosts Business

“Want fries with that?” How many times have we heard the familiar offer of a combo? It is nearly impossible to get just one item from a drive-thru without being offered more, because technically it is a better deal. Behold – an everyday example of bundling, a marketing strategy that offers the customer complementary products […]

Stop Struggling with SSRS Reports: Five Ways Xpertdoc Smart Flows for Dynamics 365 Zap the HassleXpertdoc Smart Flows for Dynamics 365

We are all creatures of habit. Sometimes we do the same thing without realizing there might be a better alternative. For example, each morning, you pack your gym bag. It is kind of a pain to get your shoes to fit in with your clothes, and you usually wind up forcing everything in after a […]

Your Documents Could Probably Use an Overhaul: 4 Ways a Document Generation Solution Can HelpDocument Generation Solution

Believe it or not, no company is perfect. I know that is not necessarily Earth-shattering news here, but it is important to remember that every successful company is always looking for a way to get better in one way or another. One of the hottest trends in the last few years has been the focus […]