Xpertdoc Releases Smart Flows 4.2 – A Better, Faster Way to Generate Documents from CRM

With connectors to SugarCRM and Microsoft Dynamics CRM/365 for CE, Xpertdoc Smart Flows is a document generation solution that empowers business users to create, manage and deliver highly personalized, data-driven documents.

Terrebonne, QC and Hamme, Belgium, May 22, 2019 – Xpertdoc Technologies Inc., a global software company and leader in document flow automation solutions including document generation, digital data capture and content management, today launched Xpertdoc Smart Flows 4.2, an innovative document generation solution, as part of the company’s next step in the realization of their continued effort to help organizations create, generate, manage, store and deliver better documents, faster.

Focusing on connectivity, this release of Xpertdoc Smart Flows marks the introduction of three new connectors:

1. A full-blown turn-key integration for SugarCRM allowing users to execute document flows, deliver documents and store them against their Sugar records – all within the Sugar interface.

2. The Microsoft Dynamics CRM/365 connectors have been updated to work with the latest versions of Microsoft Dynamics 365 for CE (customer engagement platform) and to better support on-premise deployments.

3. The addition of two new connectors to leading e-signature providers: the Adobe Sign connector lets you create and deliver agreements via the Adobe Sign e-signature platform (formerly known as EchoSign) and the OneSpan Sign (formerly known as eSignLive) connector allows you to include the creation and delivery of OneSpan Sign transaction packages as part of your Smart Flows.

Download the full Xpertdoc Smart Flows 4.2 Release Preview Guide here.

“Xpertdoc Smart Flows leverages the technology from XperiDo, a document generation company based in Belgium who joined forces with Xpertdoc in early 2018. It is the latest solution in the Xpertdoc suite continuing our commitment towards better documents, faster,” said Rudy Vanhille, Chief Marketing Officer of Xpertdoc. “Our focus as a company is to make our customers more productive, and save 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 CRM/365 for Customer Engagement and SugarCRM. Future releases will include connectors to the broader Dynamics 365 product suite and SalesForce.com.

Xpertdoc will be showcasing a live demo of Smart Flows at the Microsoft Business Applications Summit in Atlanta, GA from June 10-11, in Booth #21.

To learn more about Xpertdoc’s Smart Flows and their document generation and automation solutions, visit xpertdoc.com or sign up for a free 30-day trial.

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