Xpertdoc Software

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About Xpertdoc

Xpertdoc is a document generation and automation software designed to help manufacturing, legal, sales, insurance, healthcare, and other businesses manage the creation, storage and approval of contracts, proposals, policies, and more. The platform enables organizations to capture client information, store content and generate any business documents using automated workflows. Xpertdoc includes a template designer, which enables users to create custom templates and forms, and apply formatting rules for numbers, date, time, percentage and currency. Features include barcode integration, version tracking, e-signatures, printing, searching, rule-based filters, single sign-on (SSO) authentication, and more. Additionally, administrators can define role-based permissions to pro...
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Xpertdoc User Reviews

OVERALL RATING

Showing 3 reviews

Josh

ABC Financial Services, Inc.

Verified reviewer

Time used: Free Trial

Review Source: Capterra

Ease-of-use

4

Customer support

5

Reviewed September 2015

XpertDoc @ ABC Financial Services, Inc.

XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management.

Response from Xpertdoc Technologies

Thank you for your great thoughts. We love working with your team and glad that you have embraced the power of Xpertdoc and how it helps you interact in a more meaningful way with your clients.

Replied September 2015

David

Barton Associates

Verified reviewer

Time used: Free Trial

Review Source: Capterra

Ease-of-use

5

Customer support

5

Reviewed August 2015

Breath of Fresh Air!

Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well.

Response from Xpertdoc Technologies

Thanks for the great words David. We take pride in partnering to make our clients successful.

Replied August 2015

Katerina

Great Clips, Inc.

Verified reviewer

Time used: Free Trial

Review Source: Capterra

Ease-of-use

4

Customer support

4

Reviewed September 2015

The software works very well. It is great.

I just see the benefits of this software. It saves time for us to have it. The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget.

Response from Xpertdoc Technologies

Katerina, we will have someone reach out to you to assure proper processes are being used, and help you and your team leverage the latest version of the software.

Replied September 2015