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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 Survey Rocket?

Among our top plugins for SugarCRM is TapCRM, a Mobile CRM App that allows for effortless access to real-time information about your business activities while on the go. This mobile application adeptly handles nearly every aspect of your business requirements with great efficiency. A notable feature of this app is its capability to create personalized layouts, providing a customized experience for each user. Start exploring its outstanding features today with a complimentary 30-day trial. In addition, we offer Survey Rocket, our premier extension for SugarCRM, which functions as a holistic email marketing and automation tool. Just like many organizations, your business requires a powerful resource to draw in new visitors and effectively manage external communication. Initially created to streamline surveys, Survey Rocket has transformed into a versatile platform that can oversee a diverse range of email marketing initiatives and more, making it an essential component of your marketing efforts. Together, these tools can greatly improve both your operational productivity and marketing success. By integrating TapCRM and Survey Rocket, you can further elevate your business performance and achieve your strategic goals.

Media

Media

Integrations Supported

Adobe Acrobat Sign
BOSCO
Chat Agents
Docusign
Formstack
Infinite Connect
Intulse
LastPass
Lead411
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Integrations Supported

Adobe Acrobat Sign
BOSCO
Chat Agents
Docusign
Formstack
Infinite Connect
Intulse
LastPass
Lead411
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
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

AppJetty

Date Founded

2012

Company Location

India

Company Website

www.appjetty.com/sugarcrm-plugins.htm

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

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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