In February 2018, Xpertdoc acquired XperiDo through 100% share purchase.
XperiDo 3.4 is now Xpertdoc Smart Flows.
Xperido.com now redirects permanently to Xpertdoc.com.
En février 2018, Xpertdoc a fait l'acquisition de XperiDo par l'achat de 100% des actions.
XperiDo 3.4 est maintenant Smart Flows Xpertdoc.
Xperido.com redirige maintenant et de façon permanente vers Xpertdoc.com.

Xpertdoc Launches Smart Flows for Dynamics 365

This Low-code/No-code Solution Empowers Business Users to Create Data-driven Documents Directly Out of Microsoft’s Customer Engagement Platform

Montreal, April 25, 2018 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document automation and customer communications management (CCM) solutions, today launched Xpertdoc Smart Flows for Dynamics 365, an innovative document generation and delivery solution, as part of the company’s continuing efforts to enable organizations to create better documents, faster.

Xpertdoc Smart Flows leverages the technology from XperiDo, a recent Xpertdoc acquisition, and is now part of the Xpertdoc suite of document generation solutions that make the creation, management and delivery of documents and customer communications effortless. Business users can automate their document flows from design to delivery, significantly reducing the dependence on IT.

Using Xpertdoc Smart Flows for Dynamics 365 is easy. Users set up a connector to Microsoft Dynamics 365 benefiting from secure SSO, and use Microsoft’s web or unified interface to access Xpertdoc’s intuitive document generation platform embedded within Dynamics 365. Leveraging data found in CRM, non-technical business-process owners can create and maintain document templates with the Xpertdoc Template Builder for Microsoft Word. And with Xpertdoc’s embedded Smart Flow Builder, document generation, storage and delivery processes can be visually modeled and deployed by the end-user.

“Xpertdoc Smart Flows is the latest solution in the Xpertdoc suite that continues our commitment towards better documents, faster,” said Francis Dion, CEO and founder of Xpertdoc. “Our focus as a company is to make our customers more productive, saving them time and money by solving their document generation challenges. Creating, managing and delivering engaging documents while meeting stringent compliance rules and regulations can be complex and time-consuming – especially if the process is heavily reliant on shared resources like IT.”

Xpertdoc Smart Flows is currently available for Microsoft Dynamics 365 for Customer Engagement. Future releases will include connectors to Xpertdoc’s Portal, the broader Dynamics 365 product suite, SugarCRM and Salesforce.com.

To learn more about Xpertdoc’s Smart Flows and its document automation and CCM platform, please visit www.xpertdoc.com/en/products/.

À propos de Xpertdoc
Xpertdoc Technologies Inc. est une entreprise québécoise qui offre des solutions technologiques de pointe pour l’automatisation et la production des documents. Xpertdoc augmente la fidélisation des clients et les affaires en rationalisant la collecte électronique des données, ainsi qu’en optimisant les processus d’affaires liés aux documents, de la création à la distribution. L’entreprise est partenaire Or de Microsoft et certifiée conforme à la norme ISO/IEC 27001:2013 concernant la sécurité de l’information. Pour plus d’informations, visitez le www.xpertdoc.com/fr.
Pour plus d’informations

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

About Xpertdoc

Xpertdoc Technologies Inc. is a global software company that provides industry-leading document generation and automation solutions. Xpertdoc drives improved customer engagement and growth by streamlining web and mobile data intake, and optimizing document-centric business processes, from creation to delivery. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information security. For more information, please visit www.xpertdoc.com.

For more information

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