Xpertdoc Joins Forces with Commercient to Deliver Best-of-Class Data Integration and Document Generation Solutions

Marietta, GA, August 1, 2019 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document flow automation solutions, today announced a partnership with Commercient, the number one data integration platform for sales, specializing in ERP and CRM integration. The partnership will leverage Commercient’s expertise as a leading provider of data integration solutions to drive growth in multiple markets and increase Xpertdoc’s national presence to better serve joint customers.

Through the partnership, Commercient customers looking to expand their document generation and document automation capabilities can use Xpertdoc Smart Flows, which manages customer-facing documents through an entirely digital process – from template design and editing, document delivery, final archiving and e-signature – accelerating document-centric processes across the entire customer lifecycle. Xpertdoc integrates with Microsoft Dynamics 365 to effortlessly bridge data with documents to streamline internal document workflows.

“Commercient partnered with Xpertdoc because of the innovation they show as a Microsoft Gold Partner. We hope to showcase the power of data enablement through our partnership,” said Noah Thomas, Head of Channel Development at Commercient.

“Commercient’s SYNC data integration will bring over all the necessary and essential data points as a foundation for CPQ,” Thomas continued. “Xpertdoc will be enabled to then produce all the necessary documents needed as part of a functional CPQ, using their smart flow technology to create sales orders, quotes, invoices, service orders, RMA’s, and many more essential documents. This partnership showcases the Quickstart methodology and the enablement that both Xpertdoc and Commercient provide to help customers and consultants build CPQ.”

Commercient SYNC integrates Microsoft Dynamics CRM with over 85 ERP’s such as Sage, SYSPRO, QuickBooks, SAP, TRAVERSE, NetSuite, JD Edwards, and Deltek. Within CRM, businesses can see important ERP data such as customer information, sales history, invoicing, serial numbers invoiced, inventory, terms, and more. With a bi-directional SYNC, new orders, accounts, opportunities won, RCT, are integrated to ERP.

“This partnership reflects Xpertdoc’s continued momentum in expanding our partner network especially in the ERP and CRM space,” said Rudy Vanhille, Chief Marketing Officer and General Manager, Europe at Xpertdoc. “The synergy between Xpertdoc’s technology and Commercient’s ERP and CRM integration offerings means that customers will gain access to the most streamlined and dynamic document flow automation solutions for their businesses.”

To learn more about Xpertdoc’s document flow automation solutions, please visit the Xpertdoc booth #935 during the Dynamics 365 User Group Summit North America in Orlando, FL from October 15-18.

About Commercient

Commercient is dedicated to helping growing companies to seamlessly integrate their ERP and CRM software with SYNC. We make hassle-free integrations for over 85 ERP’s and several popular CRM’s, including Microsoft Dynamics 365 and Salesforce. This helps businesses to have a 360-degree view of sales and marketing, helping them to streamline their processes and become more efficient. No coding, mapping, ETL or server is required. Discover our integrations at commercient.com.

À propos de Xpertdoc

Xpertdoc Technologies Inc.  est une entreprise québécoise qui offre des solutions technologiques de pointe pour l’automatisation des documents. Notre mission est d’aider les organisations à transformer leurs processus d’affaires liés aux documents, au moyen de puissantes capacités pour la production des documents, la collecte électronique des données et la gestion de contenu, optimisant et automatisant la création, la gestion et la distribution de meilleurs documents, plus vite. Visitez www.xpertdoc.com/fr pour en savoir plus.

Pour plus d’informations

Andrée-Anne Pellerin
Coordonnatrice, marketing et communication
1 450-961-9111 x217

About Xpertdoc

Xpertdoc Technologies Inc. is a global leader in document flow automation solutions. Our mission is to enable organizations to digitally transform their document-centric processes through document generation, digital data capture and content management, optimizing and improving the creation, management and delivery of better documents, faster. Visit www.xpertdoc.com to learn more.

For more information

Pamela Velentzas
Corporate Marketing Manager
1-866-961-9111 x248

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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