# DocXpert Reviews **Vendor:** H+W Consult **Category:** [Salesforce CRM Document Generation Software](https://www.g2.com/categories/salesforce-crm-document-generation) **Average Rating:** 4.3/5.0 **Total Reviews:** 27 ## About DocXpert DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work with the same templates, which are managed centrally. This ensures that your company’s corporate design is always maintained. DocXpert eliminates copy & paste and spelling errors, and the text blocks ensure that all necessary information is always included in the document. You can transform Salesforce data into various types of documents as quickly as Lightning and as easily as Word. The pricing model is simple and there are no limits to the number of generated documents or templates. DocXpert is developed by Productforce GmbH, a 100% subsidiary of Salesforce partner H+W CONSULT, which specializes in the development and operation of applications for Salesforce. ## DocXpert Reviews ### 1. Best tool for handling docs **Rating:** 4.5/5.0 stars **Reviewed by:** rashmi v. | Indigo squad member, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about DocXpert?** Best part about it is it provides you initial 1000 credits and if you just want to type your handwritten document it will cost really less like 20 credit per page and hence it provides a very cost efficient management!!. And those 1000 credits serve as a free trial, I love it . Also the accuracy in handwritten recognition is mind blowing!! **What do you dislike about DocXpert?** It obviously is not 100% reliable with handwritten recognition we have to proofread like twice to remove error but apart from that I think it's fine. Also the interface is little slow!! **What problems is DocXpert solving and how is that benefiting you?** It helps us generate official documents for my personal use and it has been a really helpful tool for typing and translating documents!! ### 2. Somewhat Satisfaction with DocXpert **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about DocXpert?** This tool makes it easy to turn Salesforce data into clear documents. Since CRM data is mostly numbers, having it in a well-organized document helps in better decision-making. It’s simple to use, powered by AI, and even offers concise summaries in multiple languages. It’s especially useful for creating commercial proposals and quotations efficiently. **What do you dislike about DocXpert?** The initial setup is a bit complex for non-technical users. It would be easier to use if it were more fluid, like Word, which we are familiar with in daily work. **What problems is DocXpert solving and how is that benefiting you?** It quickly creates error-free documents from available data sources, saving valuable time. The data used is accurate, and there have been no issues so far. It also integrates seamlessly with the Salesforce CRM tool, allowing you to convert all data into a PDF with just a few clicks. ### 3. The best software for smart document management **Rating:** 4.0/5.0 stars **Reviewed by:** Maria L. | Marketing Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about DocXpert?** Transforming Salesforce information and data into documents is valuable. Sometimes it is a bit complicated to have all the information in CRM that is just numbers, therefore, in a consolidated document, it is possible to review the information much better for better decision-making. The tool is straightforward to use, as it allows you to process data with the help of AI and even gives you the option to provide concise summaries of the documents in several languages. It has been quite effective when submitting commercial proposals and quotations. **What do you dislike about DocXpert?** It works quite well, however, in terms of customer service it may fall a bit short, as it is not that easy to implement. **What problems is DocXpert solving and how is that benefiting you?** The ability to create PDF files and dynamic documents in a short time. It also offers the possibility of working on the same file to several people in the team, which is appreciated in remote work. ### 4. Accuracy at its best. **Rating:** 5.0/5.0 stars **Reviewed by:** Dayna P. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about DocXpert?** With DocXpert, you can make consistent documents quickly and without mistakes, and your data and documents will stay on the platform. **What do you dislike about DocXpert?** Nothing at this time but will keep you posted if anything changes. **What problems is DocXpert solving and how is that benefiting you?** Consistency, quickly and without mistakes, and the data and documents will stay on the Salesforce platform. ### 5. various translation languages **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan H. | Courier, Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2025 **What do you like best about DocXpert?** I really like the simplicity with which you can translate an entire document into another language quickly and above all with the precision that everything is perfect, it helps me translate texts from languages ​​that I don't know being effective and it is only a matter of minutes without having to wait hours for its completion. The prices are fair and the customer service is precise **What do you dislike about DocXpert?** I didn't like that to register I had to contact customer service because the confirmation email to activate the account never arrived **What problems is DocXpert solving and how is that benefiting you?** It makes the entire process of translating texts easier, just by uploading the desired document, it translates it quickly and very well translated ### 6. Translation of long texts **Rating:** 4.5/5.0 stars **Reviewed by:** Tony C. | IT Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about DocXpert?** It is a good application where there is security and confidence that all documents are translated 100% correctly and that the data provided in the documents will not be revealed or stolen material. It has many languages ​​to do your translation that allows you to do it in minutes in addition to being a quick source to find specific words in a document **What do you dislike about DocXpert?** It could improve navigation to be faster, it takes a long time to load the actions when you click on it **What problems is DocXpert solving and how is that benefiting you?** Easy-access tool for document translation making the whole process easier even when the text is handwritten it recognizes it well and helps me to make my work efficient ### 7. The All -in-one Solution For Document Creation and Editing . **Rating:** 4.5/5.0 stars **Reviewed by:** CHANDAN S. | Software Quality Assurance Test Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about DocXpert?** The Best Part I Like About DocXpert is that It Provides me seamless conversion between Docx and other File formats like pdf,txt ,I find it highly useful to me for a variety of tasks while creating test reports, bug reports, and test planning documents in different formats. **What do you dislike about DocXpert?** some features of the DocXpert required paid subscription. **What problems is DocXpert solving and how is that benefiting you?** DocsXpert Provides me different Types of Templates for Test and Bug reporting and also Here I can collaborat the files to my teams. ### 8. Title to my review as: "Efficient and Consistent Document Generation within Salesforce". **Rating:** 4.5/5.0 stars **Reviewed by:** swati n. | Senior Technical Writer, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about DocXpert?** 1. It enables users to create individualized documents in DOCX and PDF formats with dynamic tables, images, etc. 2. Centralized template management enables all employees to utilize the same and up-to-date templates, maintaining the company's corporate design consistently across the teams. **What do you dislike about DocXpert?** Nothing significant to dislike as of now, but as with any software tool, there might be a learning curve to fully utilize its capabilities :) **What problems is DocXpert solving and how is that benefiting you?** DocXpert automates document generation in Salesforce, eliminating manual copy-pasting, reducing errors, and ensuring consistent branding with centralized templates. While it doesn’t directly impact Salesforce CRM documentation, it streamlines workflows for users, making documentation on automated processes more relevant and useful. ### 9. Powerful tool for handling, storing and automating documents **Rating:** 4.5/5.0 stars **Reviewed by:** meghraj r. | Branch Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about DocXpert?** Its automation capabilities are the best. It reduced our manual effort for tasks like loan document verification, compliance audits and customer onboarding. Also, its advanced search function which allows quick access to important documents is great **What do you dislike about DocXpert?** While it's great allowing more customisation options for specific use cases will enhance the experience even more. Also, its initial setup time was little but high **What problems is DocXpert solving and how is that benefiting you?** DocXpert has helped us reduce our time consumption on manual handling and improve accuracy by automating routine tasks. It has significantly streamlined processes like loan approvals, customer onboarding and compliance audits. This has not only saved time but also reduced the risk of human errors. ### 10. Review **Rating:** 3.5/5.0 stars **Reviewed by:** Jinal P. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2025 **What do you like best about DocXpert?** It provides high accuracy, but unique handwriting styles may benefit from a quick manual review. **What do you dislike about DocXpert?** Some users have reported issues with DocXter, including parsing issues, difficulties with the help chat, and a less than intuitive user interface. **What problems is DocXpert solving and how is that benefiting you?** DocXpert's advanced recognition technology provides high accuracy, but unique handwriting styles may benefit from a quick manual review. - [View DocXpert pricing details and edition comparison](https://www.g2.com/products/docxpert/reviews/docxpert-review-10766810?section=pricing&secure%5Bexpires_at%5D=2026-05-13+16%3A32%3A07+-0500&secure%5Bsession_id%5D=e08db0f1-65b7-4922-9214-2332665a8fc0&secure%5Btoken%5D=bf2688f29491d0b7f23dca68ea4856852c7781b598637736dcd8c378a23900c7&format=llm_user) ## Top DocXpert Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews) - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - 4.3/5.0 (482 reviews) - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews)