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
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
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.