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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 Therefore?

Thereforeâ„¢ information management software provides organizations with the tools needed to effectively, affordably, and securely manage all forms of business information. Bid farewell to the frustration of document searches and welcome a swift, uninterrupted flow of information that gives your business a competitive edge. Our solution allows for a significant reduction in document-related operational expenses while ensuring that essential company data is accessible in real-time and safeguarded online. You'll no longer have to worry about misplaced documents, as our system guarantees that your information is safely stored and available exclusively to authorized personnel. Created by Therefore Corporation, our software is designed to boost employee productivity and efficiency, cutting down on the time spent dealing with cumbersome administrative tasks and excessive paperwork. By converting conventional paper documents and workflows into digital formats, we promote a more organized and effective workplace transition. This shift not only optimizes processes but also encourages a culture of responsibility and transparency within your organization, ultimately leading to improved collaboration among team members. Embracing digital solutions can pave the way for innovative practices that enhance overall performance.

Media

Media

Integrations Supported

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

Integrations Supported

Docuten
Microsoft Power BI
PleaseSign

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

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

Documentation Hub
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

Therefore

Company Location

Austria

Company Website

therefore.net

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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