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 […]

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. […]

Get into the Flow with Document Flow Automation for Microsoft Dynamics 365!Document Flow Automation

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated capabilities that provide dynamic functionality, such as Xpertdoc […]

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 […]

The Magic of Highly Personalized Insurance – How Smart Forms for Mobile Insurance Apps Drive New Levels of InteractionPersonalized Insurance with Smart Forms

Everyone enjoys fairy tales. They are fun – everything is pretty, the good prevail (usually), the backdrop is a celebration of some kind, and they take place in a fantastical setting, usually far, far away. One of the most popular features of a fairy tale is that there is magic, and specifically, that things magically […]