Document Automation for Manufacturing

Generate, manage and deliver accurate, professional and compelling manufacturing documents with optimal efficiency.

Automate Document-centric Processes Across Your Manufacturing Organization

With Xpertdoc’s document generation and document automation solutions, your manufacture can bring automation and efficiency beyond the factory floor, by optimizing routine for the generation, management and delivery of any documents across sales, order, distribution, service, and more.

Leverage Seamless Integration to Your CRM Platform

Xpertdoc provides seamless integrations to leading CRM platforms such as Microsoft Dynamics 365 and SugarCRM, enabling you to increase efficiency by automating consistent flows for the generation, management, delivery, and e-signature of critical manufacturing documents, from any entities or modules.

Use Accurate Customer
Data

Our solutions can be easily combined with enterprise core systems – CRM, ERP, CPQ, and invoicing – and many applications, letting you access the most current, accurate and real-time information to make the creation of highly personalized, professional and compelling business documents easier than ever before.

Offer Fast and Secure Electronic Signature

Xpertdoc integrates with leading electronic signature providers – DocuSign, Sertifi, OneSpan Sign, and Adobe Sign – so you can quickly collect secure and legally-binding signatures on your manufacturing documents, whether you are on the road or at the office, accelerating transaction times.

Create Personalized and Accurate Sales Quotes Through Integrated Data Systems

By integrating Xpertdoc with your CRM platform, you gain the ability to create highly personalized, data-driven sales quotes based on your manufacture’s pre-built quote template. At the click of a button from any entities or modules, you can assemble professional documents that combine accurate and relevant customer data found in your CRM system – account information, primary contact information, purchased products, language variations, terms and conditions, warranties, and more. Your quote template can also be connected to external sources like your manufacturing organization’s ECM or CPQ systems, allowing you to pull up-to-date images, descriptions and pricing of quoted products and dynamically incorporate them to your documents. These integrations ensure your sales quotes are highly personalized, accurate and compelling, conveying superior value to your customers.

Streamline Your Order Fulfillment Process with Customer Order Generation

Xpertdoc seamlessly integrates with your manufacturing organization’s CRM platform, enabling you to automate the generation, management and delivery of personalized customer orders during the order fulfillment process, directly from your environment. From an “Order List” view previously created in your CRM system to gather new orders, you can instantly generate in PDF format the required order documents including customer information from each record. Once generated, customer orders are automatically attached to their corresponding CRM record and sent by email to your fulfillment team for picking and packing. Automating the generation, management and delivery of customer orders accelerates the order fulfillment process, which results in increased efficiency for your manufacture.

Digitize Your Service Report Process, from Creation to Signature and Archival

Your manufacturing organization’s service technicians can easily use Xpertdoc’s Smart Flows combined with your CRM system from any connected mobile device, at customers’ sites. An automated flow walks a technician through the service job, prompting them to enter details on the tasks being executed. When the service job is completed, the customer electronically signs off using the technician’s mobile device. This triggers the generation of a template-based service report that incorporates the job details and customer signature previously entered and stored in the CRM platform. The generated digital document is automatically sent to the customer via email and archived in your Microsoft SharePoint or ECM system, reducing paperwork, increasing productivity and improving customer service.

Our Manufacturing Customers

Ready to Leverage the Power of Xpertdoc's Document Automation for Manufacturing?

Contact us today to schedule a demo or to get a free 30-day trial.