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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 RT GSync?

RT GSync enhances your customer management system while broadening your clientele. This plugin facilitates two-way synchronization between SugarCRM and Google Contacts, enabling CRM users to connect with any client through their preferred communication channel. With RT GSync, scheduling meetings becomes effortless, and business communication is made more efficient. It ensures you stay organized by synchronizing your calendar entries, including appointments, tasks, and meetings. The integration between SugarCRM and Google is seamless, allowing calls from Google to appear in SugarCRM's calls module, while appointments and meetings are reflected in Sugar's meetings module, and tasks are listed in the tasks module, ensuring all entries are consistently updated across both platforms. Moreover, this synchronization fosters a more cohesive workflow, ultimately leading to improved productivity and client satisfaction.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Docusign
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Integrations Supported

Adobe Acrobat Sign
Docusign
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$9.99/user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

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
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Rolustech

Date Founded

2008

Company Location

Pakistan

Company Website

www.rolustech.com/rtgsync/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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