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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 Intellera?

Boost your company's productivity by tapping into proven process expertise combined with accessible business process and content solutions. Step into the digital age by eliminating paper-based workflows with our smart document and content management software. Esteemed by leading organizations worldwide for its sophisticated capabilities in document capture, electronic forms, e-signatures, workflow management, records handling, and security, Laserfiche Enterprise Content Management effectively manages a wide range of assets, including documents, videos, and photos, all while utilizing cutting-edge enterprise document management and innovative business process management tools. As a certified North American reseller of Laserfiche, Intellera distinguishes itself within the sector. Automating repetitive tasks through software robots allows your team to redirect their focus toward more valuable projects and responsibilities. Additionally, leveraging analytics enables you to monitor, evaluate, and enhance vital business processes, ensuring compliance, reducing risks, and generating insights that drive operational excellence. This comprehensive strategy not only increases productivity but also cultivates a business environment that is more agile and responsive to change, paving the way for long-term success. Ultimately, the integration of these technologies fosters innovation and adaptability, positioning your organization for future growth.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

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

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

Intellera

Date Founded

2001

Company Location

Canada

Company Website

intellera.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

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