Xpertdoc

Efficiently automate and manage your business data.

4.4

(12)

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Xpertdoc offers custom pricing plan

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Overview

Features

Pricing

Alternatives

Ratings

Media

Integrations

Support

FAQs

What is Xpertdoc?

Affiliate Disclosure

Xpertdoc helps you streamline and optimize your business data in a secure manner. This document automation and generation suite has advanced features like composed and standardized templates, interactive e-signature support, content manager, and smart flows. The software comes with four editions, including Standard, Premium, Ultimate and Enterprise. It supports secure e-signature integrations like Adobe Sign, DocuSign, Sertifi and MS Office 365. Additionally, the developers have built-in SMTP

Pricing

Xpertdoc offers custom pricing plan
Free Trial available

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Installed - Windows

Xpertdoc software demo

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Xpertdoc was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Xpertdoc Features

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Features Score:

Xpertdoc Pricing

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Free Trial

Yes, It's available

Xpertdoc Pricing

Xpertdoc offers custom pricing plan

Pricing Model

Free trial
Paid Plans (Quotation Based )

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Pricing Plans

Standard Edition

Smart Flows
Standard & Composed Templates
Integrations : MS Dynamics 365, MS Power Platform, Common Data Service, SugarCRM
Connectors : MS SharePoint
Other Options : SMTP, FTP/SFTP/File System, HTTP(S)

Premium

Smart Flows
Standard & Composed Templates
Smart Forms (Optional)
Content Manager (Optional)
Integrations : MS Dynamics 365, MS Power Platform, Common Data Service, SugarCRM, Salesforce, Rest API

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Ultimate Edition

Smart Flows
Standard & Composed Templates
Smart Forms (Optional)
Content Manager (Optional)
Advanced Templates (Optional)

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Explore in-depth pricing

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Disclaimer: Pricing information for Xpertdoc is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

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Xpertdoc Reviews & Ratings

4.4

Very Good

Based on 12 ratings & 10 reviews

Rating Distribution

Excellent

(7)

Very Good

(3)

Good

(0)

Poor

(0)

Terible

(0)

User Review

Andrew C

09/25/23

5 out of 5

"Provide an extensive range of Features"

What do you like best about Experlogix Document Automation? The learning process is quite involved. We managed to resolve issues with documents in ...

Anonymous User

08/02/23

5 out of 5

"Excellent upgrade to the Dynamics functionality"

What do you like best about Experlogix Document Automation? The ability to pull information from many different parts of the CRM to create contract ...

David C

08/01/23

5 out of 5

"Quick and Effective"

What do you like best about Experlogix Document Automation? I like how easy it is to configure and how flexible it is to make changes. That has helped ...

Bernard C

07/26/23

5 out of 5

"Great product"

What do you like best about Experlogix Document Automation? Allows remote users access data much easily and quickly What do you dislike about ...

View all Reviews

Xpertdoc Integrations

Salesforce

4.3

(31400 reviews)

Microsoft Dynamics 365 for Sales

(2319 reviews)

Xpertdoc Support

Contact

1-866-961-9111

Customer Service

24/7 (Live rep)

Business Hours

Online

Location

Quebec, Canada

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Xpertdoc is a New SaaS Software. Xpertdoc offers Digital Signature, Templates, Collaboration, Document Management, Data Capture and many more functionalities.

Some top alternatives to Xpertdoc includes PandaDoc, WeSuite, Inked, DocSavy and IFTTT.

Yes, Xpertdoc provides API.

No, Xpertdoc doesn't provide mobile app.

Xpertdoc is located in Quebec, Canada

Xpertdoc offers Free Trial, Quotation Based pricing models

Yes, Xpertdoc can integrate with Salesforce

The starting price is not disclosed by Xpertdoc. You can visit Xpertdoc pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.