Xpertdoc Reviews & Product Details

Xpertdoc Overview

What is Xpertdoc?

Whether you need to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, or generate documents interactively, in batches or through automated flows, Xpertdoc helps you solve your document generation and automation challenges. Our innovative and intuitive product empowers you to simplify, optimize and automate consistent document processes, from creation to delivery of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms (Microsoft Dynamics 365, SugarCRM and Salesforce), business applications (Microsoft Power Platform) and enterprise core systems (ERP, CPQ, ECM, etc.), enabling you to leverage powerful document generation and automation capabilities from your environment. Visit www.xpertdoc.com to learn more.

Xpertdoc Details
Website
Languages Supported
English, French, Dutch
Product Description

Transform your document-centric processes and empower business users with leading document generation and automation.

How do you position yourself against your competitors?

Xpertdoc has two key characteristics that set us apart from competitors:

1) Xpertdoc's technology leverages Microsoft Word – the primary program for document creation – enhancing the way Word documents are structured to provide powerful, dynamic composition capabilities.

2) Xpertdoc is committed to go toward the customer and meet their specific needs. While some competitors may provide similar technology, Xpertdoc does not have a one-size-fits-all approach and addresses every customer's particular challenges by listening and providing a solution tailored to their business objectives.


Seller Details
Seller
Xpertdoc Technologies
Company Website
Year Founded
2000
HQ Location
Quebec, Canada
Twitter
@xpertdoc
635 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
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Xpertdoc Screenshots

Xpertdoc Reviews

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II
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

There is very less documentation available either online or on site. There should be more detailed information around the programming and using the product. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creating a word document with different sections and stitching it together in a well-formatted way without losing any style and fonts. Xpertdoc comes really handy at it. It is convenient and very simple to use. Review collected by and hosted on G2.com.

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Supervisor, Underwriting Systems Analysis
Insurance
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We were able to quickly replace the IStream/Calligo Product Suite, rework our internal workflows to reduce both speed to mail and issuance errors reaching our customers, and upgrade our printers for more efficient in-house production. Review collected by and hosted on G2.com.

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II
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Xpertdoc conducted a one-time analysis for us to extract business logic from a legacy publishing solution. Their ability to consume a vast number of content generation templates with embedded data transformation and business logic allowed us to build confidence that all the nuances of the old system were covered (or no longer required) in our migration to a newer publishing platform. Review collected by and hosted on G2.com.

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EM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We are using it to develop good looking professional quotes out of our Dynamics CRM Review collected by and hosted on G2.com.

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Manager - Sol. Eng. & Order Admin
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

Good for customizing word Templates Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Contract Automation, ensuring that correct addendums are used when certain products are selected using our price book tool. Review collected by and hosted on G2.com.

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CI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Speed and can do anything in the way of document creation Review collected by and hosted on G2.com.

What do you dislike?

Can be complex - page breaks are the hardest Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you want the best... :) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Replaced bespoke software requiring large numbers of servers and error prone process with robust fast process reducing errors and time. Review collected by and hosted on G2.com.

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Xpertdoc Categories on G2