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Xpertdoc

Score9.6 out of 10

2 Reviews and Ratings

What is Xpertdoc?

Xpertdoc, an Experlogix brand, enables organizations to digitally transform their document-centric processes and automate documents.

Categories & Use Cases

Simple and faster document generator tool

Use Cases and Deployment Scope

Xpertdoc has multiple templates that allow us to generate content in a few minutes, no matter whether the content is simple or complex. Batches products and an automated flow are the best features that I like about Xpertdoc. It also provides electronic signature by integration with external software like OneSpan, Sertifi, Adobe sign, etc.

Pros

  • Easy integration with other useful tools like SugarCRM, Microsoft Power Platform, Microsoft dynamic 365, salesforce, etc
  • Easy to use and anyone can adapt quickly
  • Responsive and very helpful team

Cons

  • Libraries management could be better
  • Needs expert help for initial setup

Most Important Features

  • User-friendly content automation and generation
  • Ready to use templates
  • Electronic signature

Return on Investment

  • Easy access to cloud-based storage makes work more easy and efficient

Make your client happy

Use Cases and Deployment Scope

My organization uses Xpertdoc in handling all the employee documentation which completes digitally signing paper as well their private document safety. Secondly, its used by our sales team as we are a service provide company, so we need proper documentation for our clients. Xpertdoc provides integration to our own CRM and it has many API library which connects to our multiple data source.

Pros

  • As we have our own CRM it easily gets integrated to our CRM, so its very easy for data handling and send dynamic data, charts, and analytics.
  • As its help our company documentation completely automatic

Cons

  • As I use it I find it a very good software for small scale industry.

Most Important Features

  • Its provide easily integration with our own CRM as well as speed up our response time to our customer with standard templates.

Return on Investment

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