Xpertdoc Reviews in January 2025: User Ratings, Pros & Cons

"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 OneDrive. Specific and detailed error messages greatly assist in troubleshooting server issues. What do you dislike about Experlogix Document Automation? The lack of online documentation makes it difficult for users. This limits usability. What problems is Experlogix Document Automation solving and how is that benefiting you? Experlogix Document ...

"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 documents is a huge timesaver What do you dislike about Experlogix Document Automation? 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 What problems is Experlogix Document Automation solving and how is that benefiting ...

"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 us tremendously with design changes. We decided on Xpertdoc due to its flexibility, other services did not provide this. What do you dislike about Experlogix Document Automation? 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 ...

"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 Experlogix Document Automation? Mobility access needs to improve, ideally everything accessable via a mobile app What problems is Experlogix Document Automation solving and how is that benefiting you? Allow better usage by our remote user and mobile workforce

"Well-designed, Flexible Solution Combined with Excellent Customer Support"

What do you like best about Experlogix Document Automation? 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 ...

"Analysis of Legacy Publishing Assets"

What do you like best about Experlogix Document Automation? 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. What do you dislike about Experlogix Document Automation? In our limited work with Xpertdoc there was very little to dislike. What problems is Experlogix Document Automation solving and how is that benefiting you? Xpertdoc conducted a one-time ...

"Very powerful product - our go-to for complex document generation"

What do you like best about Experlogix Document Automation? Speed and can do anything in the way of document creation What do you dislike about Experlogix Document Automation? Can be complex - page breaks are the hardest Recommendations to others considering Experlogix Document Automation: If you want the best... :) What problems is Experlogix Document Automation solving and how is that benefiting you? Replaced bespoke software requiring large numbers of servers and error prone process with ...

"Amazing Product & Convenient to use"

What do you like best about Experlogix Document Automation? The way Xpertdoc stitches the XML payload to produce well-formatted Microsoft word and pdf document is commendable. What do you dislike about Experlogix Document Automation? 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. Recommendations to others considering Experlogix Document ...

"Great solution"

What do you like best about Experlogix Document Automation? Develop good looking documents and integrates with existing software What do you dislike about Experlogix Document Automation? Sometimes the speed is frustrating. Our users don't like waiting on the "swirl of death"... What problems is Experlogix Document Automation solving and how is that benefiting you? We are using it to develop good looking professional quotes out of our Dynamics CRM

"XpertDoc User Review"

What do you like best about Experlogix Document Automation? Customizable Templates help us solve our document requirements. What do you dislike about Experlogix Document Automation? Complexity of setup. Requires some VB Scripting to successfully use which requires us to engage IT for every updated. Recommendations to others considering Experlogix Document Automation: Good for customizing word Templates What problems is Experlogix Document Automation solving and how is that benefiting ...