Xpertdoc Technologies

Xpertdoc

4.5 / 5 3 reviews

Who Uses This Software?

Organizations of all sizes and industries that are looking for ways to improve customer engagement and grow their business with powerful capabilities for document management.


Average Ratings

3 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Xpertdoc Technologies
  • www.xpertdoc.com/
  • Founded 2000
  • Canada

About Xpertdoc

The Xpertdoc Customer Communications Management (CCM) Solution gives business users the ability to create, manage and deliver highly personalized, Omni Channel communications across the entire customer lifecycle. Our platform provides award-winning technologies for large-scale automation, forms conversion, centralized management, and collaboration workflows. Coupled with our Connector for Dynamics CRM, the Solution enables easier merging of CRM data with business documents in a single click.


Xpertdoc Features

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control
  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

Xpertdoc Reviews

The software works very well. It is great.

Sep 02, 2015
3/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I just see the benefits of this software. It saves time for us to have it.
The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget.

Vendor Response

by Xpertdoc Technologies on September 14, 2015

Katerina, we will have someone reach out to you to assure proper processes are being used, and help you and your team leverage the latest version of the software.

XpertDoc @ ABC Financial Services, Inc.

Sep 01, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management.

Vendor Response

by Xpertdoc Technologies on September 02, 2015

Thank you for your great thoughts. We love working with your team and glad that you have embraced the power of Xpertdoc and how it helps you interact in a more meaningful way with your clients.

Breath of Fresh Air!

Aug 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well.

Vendor Response

by Xpertdoc Technologies on August 30, 2015

Thanks for the great words David. We take pride in partnering to make our clients successful.