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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 Heretto?

Heretto stands as the leading AI-driven platform for managing content operations tailored to customer-focused organizations. It enables users to independently tackle product-related challenges through our comprehensive cloud-based CCMS, Deploy API, and Portal. Effortlessly create, oversee, and disseminate customized documentation to ensure outstanding content interactions, enhancing user satisfaction and engagement. With Heretto, companies can elevate their content strategies to meet the evolving needs of their clients effectively.

Media

Media

Integrations Supported

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

Integrations Supported

Fluid Topics
Ingeniux
XTM Cloud

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
Mac
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
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

Heretto

Company Location

United States

Company Website

heretto.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

Content Management

Customizable Templates
Full Text Search
Text Editor
Version Control

Document Control

Archiving & Retention
Automated Routing
Compliance Management
Electronic Signature
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Revision History
Version Comparison
Version Rollback

eLearning Authoring Tools

Content Import / Export
Interactive Content
PowerPoint Conversion
Template Management
Test / Quiz Creation

Enterprise Content Management (ECM)

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

Help Authoring Tools

Collaboration Tools
Content Library
Multi-Format Output
Translation Tools
Version Control

Proofreading

Contextual Speller
Dictionary / Thesaurus
Grammar Check
Spell Check
Style Check
Text Editor

Translation Management

Collaboration
Version Control
Workflow Management

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