Document Solutions for Small, Medium & Large Enterprises

Create, manage and deliver complex business documents and communications, quickly and easily.

Create Quotes, Proposals and Contracts that Sell

Personalized and engaging documents keep relationships strong and enable organizations to stand out from the competition. But generating these communications is an ongoing challenge.

Empower your sales team to create complex, personalized and professional business documents such as quotes, contracts, proposals, NDAs, invoices and more, easily and efficiently.

Quotes
Proposals
Contracts
Invoices
NDAs
Agreements

Leverage Powerful Features to Make Every Document Count

Using Xpertdoc, you can have the most up-to-date messaging for each opportunity, with logic-based rules for including or excluding content, and generate consistent and pre-approved pricing and discount options. Our platform easily integrates with enterprise core systems such as CRM, ERP, CPQ, Excel, and other applications to pull the most current, accurate and real-time data into your documents. And with prebuilt integrations to OneSpan Sign, AssureSign, DocuSign and Sertifi, capturing signatures is done in minutes, accelerating transaction times and improving customer experience.

  • Reduce time spent on document creation
  • Automate the creation of standard forms and documents with templates
  • Eliminate document errors
  • Enforce branding and formatting
  • Streamline business processes
  • Improve customer experience

Design Compelling Document Templates with Microsoft Word

Based on Microsoft Word, the Xpertdoc Template Designer gives you the tools to create responsive, data-driven forms and templates that integrate graphics and multimedia content, and to configure complex workflows and business rules – quickly and easily.

Users can leverage their existing skills, reducing the dependency on IT resources and avoiding the issues of being locked-down with proprietary technology.

Always Use the Right Language and Content

Xpertdoc for Office allows you to quickly select pre-approved phrases or jurisdiction-specific language, as well as search and insert alternative language into a template, from content stored in the Xpertdoc Content Manager. With our robust search functionality, you can locate content by keyword, phrase or custom tag that you have created.

Use Case

Husky Reaps Benefits from Connecting Documents to CRM

Learn how Husky Injection Molding Systems connected their multi-million-dollar proposal documents to Xpertdoc and Microsoft Dynamics CRM, and experienced efficiency gains that allowed them to close deals faster.

Take Advantage of Federal Software Tax Deductions

USA
Software and the Section 179 Deduction

Did you know that Section 179 of the IRS tax code allows businesses to deduct the full purchase price of qualifying equipment and/or software purchased or financed during the tax year? This means that if you buy (or lease) a piece of qualifying equipment, you can deduct the full purchase price from your gross income.

Learn more:

Canada & Quebec
Software Expense Deductions and Financing

There are a variety of financing programs and tax incentives available to businesses residing in Canada that will enable you to defray costs or deduct expenses associated to software purchases.

Learn more:

Ready to Leverage the Power of Better Documents, Faster?​

Contact us today to schedule a demo tailored to your specific customer communication needs and business objectives.