Xpertdoc

About Xpertdoc

Xpertdoc is a robust document generation and automation suite helping out users create, develop, monitor, e-sign, store and deliver multiple documents as per need. The software can also be used to generate simple/complex document templates, monitor enterprise content and capture customer-centric data on the go, besides managing e-signatures interactively, through automated flows or in batches alike. Xpertdoc is made available in the market in four different editions, namely standard, premium, ultimate and enterprise. Which comes inclusive of functionalities like smart flows, standard & composed templates, content manager and smart forms. Available connector options are Adobe Sign, Sertifi, DocuSign and Microsoft Office 365. The developers of Xpertdoc are very serious when it comes to safeguarding the stored information. For which they provide real-time compatibility with SMTP protocols, SFTP/FTP and file system alike, besides HTTP(S). Real-time integration with external platforms like SugarCRM, MS Power Platform, Common Data Service, MS Dynamics 365, Salesforce and Rest API are also of great help.

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Pricing

Free Trial Available
Xpertdoc Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Xpertdoc Features

Show Feature Explanation

Templates

Templates are patterns that help to provide the layout to build and design a website quickly.

Document Management

Ability to store and manage your electronic documents

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Data Capture

Helps in gathering and extracting data from documents and transforming them into computer-readable form

Digital Signature

Allows putting e-signature and this digital authentication is more secured, speedier and convenient than pen-and-paper signature

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Xpertdoc Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Standard Edition Custom

Features

Smart Flows
Standard & Composed Templates
Integrations : MS Dynamics 365, MS Power Platform, Common Data Service, SugarCRM
Connectors : MS SharePoint
Other Options : SMTP, FTP/SFTP/File System, HTTP(S)

Premium Custom

Features

Smart Flows
Standard & Composed Templates
Smart Forms (Optional)
Content Manager (Optional)
Integrations : MS Dynamics 365, MS Power Platform, Common Data Service, SugarCRM, Salesforce, Rest API
Connectors : MS SharePoint, DocuSign (Optional), Sertifi (Optional), OneSpan Sign (Optional), Adobe Sign (Optional), MS Office 365 (Optional)
Other Options : SMTP, FTP/SFTP/File System, HTTP(S)

Ultimate Edition Custom

Features

Smart Flows
Standard & Composed Templates
Smart Forms (Optional)
Content Manager (Optional)
Advanced Templates (Optional)
Document Services (Optional)
Integrations : MS Dynamics 365, MS Power Platform, Common Data Service, SugarCRM, Salesforce, Rest API
Connectors : MS SharePoint, DocuSign (Optional), Sertifi (Optional), OneSpan Sign (Optional), Adobe Sign (Optional), MS Office 365 (Optional)
Other Options : SMTP, FTP/SFTP/File System, HTTP(S)

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Disclaimer: The pricing details were last updated on 15/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Xpertdoc Pricing.