Experlogix Document Automation Reviews & Product Details

The budget templates are straightforward to set up, and we really appreciate how user-friendly they are. I also like the analytics provided for the quotes we create, as well as the ability to add content to each quote document. Additionally, the system lets me work with different legal entities all within the same platform. Review collected by and hosted on G2.com.

Several aspects of the platform feel outdated and could use some refreshing. I also find the template body somewhat difficult to work with; it would be much more convenient if it were easier to adjust. Additionally, I wish I could edit a quote directly instead of having to generate a completely new version each time. Review collected by and hosted on G2.com.

I like how easy it is to configure and how flexible it is to make changes. That has helped us tremendously with design changes.

We decided on Xpertdoc due to its flexibility, other services did not provide this. Review collected by and hosted on G2.com.

I would like to see a broader integration with Experlogix product configurator. Perhaps be able to use data from the CPQ to publish on the document. I would like to see that feature being available to your customer who purchased Xpertdoc and CPQ Review collected by and hosted on G2.com.

The ability to pull information from many different parts of the CRM to create contract documents is a huge timesaver Review collected by and hosted on G2.com.

The learning process was quite involved and we hit a few snags along the way, mostly to do with documents in OneDrive not being compatible with the save locations in XpertDoc Review collected by and hosted on G2.com.

The learning process is quite involved. We managed to resolve issues with documents in OneDrive. Specific and detailed error messages greatly assist in troubleshooting server issues. Review collected by and hosted on G2.com.

The lack of online documentation makes it difficult for users. This limits usability. Review collected by and hosted on G2.com.

Allows remote users access data much easily and quickly Review collected by and hosted on G2.com.

Mobility access needs to improve, ideally everything accessable via a mobile app Review collected by and hosted on G2.com.

The way Xpertdoc stitches the XML payload to produce well-formatted Microsoft word and pdf document is commendable. Review collected by and hosted on G2.com.

Many a time if there is some issue at XPERTDOC server end the error messages are very generic one. Need to have more verbose and better error messages to understand what went wrong at the server. Review collected by and hosted on G2.com.

One of the best implementation features is the automated Calligo template migration and compare tool. This tool allowed Xpertdoc to convert and verify the conversion of all of our templates in a matter of weeks rather than having to spend months recreating all of the templates from scratch. The ability to implement the solution in under a year was beneficial both for the staff and for resource allocation. The solution itself is very easy to use. We received roughly 2.5 days of training and, aside from questions here and there, have been able to adapt very quickly.

Regarding the vendor, one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution. The Xpertdoc team worked collaboratively with us to design a solution that would best meet our goals, while staying on time and within budget. Their response time to issues and general inquiries is unparalleled. Rather than build a solution for requirements we sent to them, we were heavily involved in the creation of the solution design document, the development of new workflows, and in the testing of the solution. Review collected by and hosted on G2.com.

In Xpertdoc Portal 3, navigation and management of libraries could be improved. While functional, it's sometimes cumbersome to manage updates affecting multiple folders. Review collected by and hosted on G2.com.

Xpertdoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers - we knew exactly what to expect, and when to expect it. Review collected by and hosted on G2.com.

In our limited work with Xpertdoc there was very little to dislike. Review collected by and hosted on G2.com.

Develop good looking documents and integrates with existing software Review collected by and hosted on G2.com.

Sometimes the speed is frustrating. Our users don't like waiting on the "swirl of death"... Review collected by and hosted on G2.com.

Customizable Templates help us solve our document requirements. Review collected by and hosted on G2.com.

Complexity of setup. Requires some VB Scripting to successfully use which requires us to engage IT for every updated. Review collected by and hosted on G2.com.