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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 SmartDocuments?

SmartDocuments is a powerful software designed for document automation and creation, enabling organizations to efficiently generate and oversee their documents. Always remember to utilize and keep documents with the proper corporate identification to maintain compliance. The platform allows you to easily design custom templates and oversee them without the tedious process of copying and pasting from Word. You can seamlessly integrate external data into your documents, streamlining the creation process, and all it takes is a simple drag and drop to craft your templates. Our focus remains on user-friendliness, regardless of the many features we introduce, ensuring that the experience is straightforward for all users. In this way, SmartDocuments helps you save time and reduces the risk of errors in document management.

Media

Media

Integrations Supported

Docusign
Microsoft 365
Aareon Smart World
Adobe Acrobat Sign
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Legisway Essentials
Microsoft Dynamics 365
Microsoft SharePoint
OneSpan Sign
OpenText Process Automation
SAP Business One
SMASHDOCs
Sugar Sell

Integrations Supported

Docusign
Microsoft 365
Aareon Smart World
Adobe Acrobat Sign
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Legisway Essentials
Microsoft Dynamics 365
Microsoft SharePoint
OneSpan Sign
OpenText Process Automation
SAP Business One
SMASHDOCs
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

SmartDocuments

Date Founded

1994

Company Location

Netherlands

Company Website

www.smartdocuments.com

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

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

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