About Xpertdoc

Xpertdoc is a document management software designed to help manufacturing, legal, sales, insurance, healthcare and other businesses manage the creation, storage and approval of documents, contracts, policies and more. The platform enables organizations to capture client details, edit content, and generate quotes using automated workflows.

Xpertdoc includes a template designer, which enables administrators to create custom templates, fields, forms, and graphs and apply formatting rules for numbers, date, time, percentage and currency. Features include barcode generation, version tracking, e-signatures, printing, searching, rule-based filters, single sign-on (SSO) authentication and more. Additionally, administrators can define role-based permissions to provide...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 8, Windows 10

3 Reviews of Xpertdoc

Overall rating

4.33 / 5 stars

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September 2015

Josh from ABC Financial Services, Inc.

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

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

Replied September 2015

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.

August 2015

David from Barton Associates

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

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

Replied August 2015

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

September 2015

Katerina from Great Clips, Inc.

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

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

Replied September 2015

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.