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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 NewgenONE Contextual Content Services Platform?

The NewgenONE Content Services Platform (CSP) empowers organizations to manage the full content lifecycle, from origination to disposition. By linking content with processes and business context, it helps digitize operations, break silos, and drive smarter decisions. With intelligent capture, it consolidates information into a secure, centralized repository accessible across web, mobile, and cloud workflows. NewgenONE CSP leverages generative AI to auto-classify content, summarize documents, enrich metadata, enable NLP search, and provide natural language Q&A for instant insights. With enterprise-grade security, role-based access, audit trails, encryption, a cloud-native, and mobile-ready architecture, it offers a secure, scalable foundation.

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

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

Newgen Software

Date Founded

1992

Company Location

United States

Company Website

newgensoft.com/platform/content-services-platform/

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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