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What is Xpertdoc?

Xpertdoc offers a versatile solution for crafting both intricate and straightforward documents, whether through interactive methods, in bulk, or via automated workflows. It also facilitates the capture and management of customer data and enterprise content effectively. With Xpertdoc Smart Flows, you can design and implement streamlined automated processes that enhance the generation, storage, and distribution of your documents. Meanwhile, Xpertdoc Smart Forms empowers customers to input their information and submit it digitally, significantly boosting data accuracy and organizational efficiency. Additionally, the Xpertdoc Content Manager provides a secure repository for storing, searching, and retrieving digital assets with ease. Furthermore, we provide seamless integrations with various CRM platforms, including Microsoft Dynamics 365 and SugarCRM, among others, allowing you to leverage the robust document generation and automation capabilities inherent in your core enterprise systems. By utilizing these tools, businesses can enhance their workflows and improve overall productivity.

What is AXtension Content Gate?

Effortlessly access all relevant content, regardless of its location, by integrating your Microsoft Dynamics 365 setup with AXtension® Content Gate, which creates a centralized source of truth for your organization's information. This solution is crafted for every member of the team, enabling efficient management and sharing of data in a unified hub. With a single click, you can generate a holistic view of the pertinent content across Microsoft Dynamics 365 applications, ensuring quick access to essential information. Establish a streamlined process for the effective storage of content linked to your business activities by choosing the ideal storage option that fits your document requirements. You can easily transfer content to AXtension® Content Gate through simple drag-and-drop actions or automate the storage process via the API, all thanks to its smooth integration with the Microsoft Power Platform. Furthermore, you can protect your documents and regulate access based on the roles within your organization, which enhances both security and teamwork among your members. This method not only simplifies the management of content but also significantly elevates productivity throughout your business, allowing your team to focus on what truly matters. Ultimately, by adopting AXtension® Content Gate, your organization can achieve a more cohesive and efficient workflow.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Adobe Acrobat Sign
Docusign
Microsoft 365
OneSpan Sign
Sugar Sell

Integrations Supported

Microsoft Dynamics 365
Azure Blob Storage
Dynamics 365 Field Service
Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Marketing
Microsoft Dynamics 365 Project Operations
Microsoft Dynamics Supply Chain Management
Microsoft Power Platform
Microsoft SharePoint

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Xpertdoc Technologies Inc.

Date Founded

2000

Company Location

Canada, with subsidiaries in the United States and Belgium

Company Website

www.xpertdoc.com

Company Facts

Organization Name

AXtension

Date Founded

2008

Company Location

Netherlands

Company Website

www.axtension.com/solutions/content-gate/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Mobile Access
Search
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Version Control

Categories and Features

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