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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 GoFormz?

GoFormz boasts several patents for its innovative digitization technology, which includes a unique approach that maintains the aesthetic and functionality of traditional paper forms. Additionally, the platform offers a specialized viewing mode tailored for users on smaller devices, allowing seamless transitions between the original Form View and a List View. With no coding or IT expertise needed to begin, GoFormz prioritizes a user-friendly experience and continues to lead in user adoption rates. The robust form-building capabilities enable users to effortlessly design new forms, utilizing a simple drag-and-drop interface for elements like Signatures, Images, Barcodes, and Maps, while also incorporating Logic and Calculations. Users can complete forms remotely, even in offline scenarios, and upon completion, these forms are automatically saved in the GoFormz Cloud and sent to team members, clients, and integrated platforms, streamlining collaboration and productivity. This seamless integration of features not only enhances efficiency but also empowers teams to work more effectively, regardless of their location.

Media

Media

Integrations Supported

Microsoft 365
Adobe Acrobat Sign
Microsoft Dynamics 365
OneSpan Sign

Integrations Supported

Microsoft 365
Acumatica Cloud ERP
Autodesk Construction Cloud
Azure Blob Storage
Box
DocuWare
Dropbox
Google Sheets
Google Workspace
Microsoft OneDrive
NetSuite
Salesforce
ServiceM8
Smartsheet
Snowflake
Twilio

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Free
The Basic Plan is Free
The Team plan is $24/user/month (billed annually)
The Advanced plan is $48/user/month (billed annually)
Call for Enterprise plan pricing
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
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

GoFormz

Date Founded

2012

Company Location

United States

Company Website

www.goformz.com

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

Data Collection

Not specified

Digital Signature

Not specified

Document Generation

Collaboration
Digital Signature
Interaction Tracking
Templates

Forms Automation

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

Inspection

Not specified

No-Code Development

AI-Assisted Development
Business Process Automation
Drag & Drop
Templates
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Data Tables
Drag & Drop / No Code
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Reporting / Data Visualization

Survey

Custom Survey URLs
Offline Response Collection
Skip Logic

Workflow Automation

Not specified

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