How to Create a Data Set, a Template and a Flow

This video describes the steps to creating a data set, a template and a flow with Experlogix Smart Flows. Using a quote as an example, we cover the Data Set Builder and the Flow Builder components, and their specific functionalities.


One Brand, One Company – Xpertdoc is now Experlogix Document Automation

When Xpertdoc was acquired by Experlogix in 2020, we brought our leading Document Automation and CPQ technologies closer together, along with building an experienced, connected team to support it.

In continuing to build on that foundation, Xpertdoc will now become Experlogix Document Automation!  Rest assured that nothing is changing in terms of our product offering or our dedication to servicing our customers and partners 

Visit our FAQ for more information