Xpertdoc

Skip the copy-paste marathon. With Xpertdoc, a rep can open a record in Salesforce, Dynamics 365, or SugarCRM, pick a proposal layout, and generate a clean, data-merged file in seconds. The flow asks the right questions (pricing tier, clauses, languages), adds conditional sections, and lets you preview before sending. Choose an e-signature provider—Adobe Sign, DocuSign, or Sertifi—set signers and order, and dispatch. Status updates post back to the CRM, and the final PDF is filed automatically to SharePoint, OneDrive, SFTP, or your file system. The same path works for quotes, NDAs, SOWs, and renewals, so teams move from draft to signed without leaving their daily tools.

Template owners work in a familiar authoring stack. Start with a Standard template for simple letters or go Composed to assemble blocks (cover, terms, pricing, annexes) from the content library. Map fields once, then reuse across documents. Insert rules for optional paragraphs, tables, and calculations so the right content appears for each customer segment. Collaborate in Microsoft 365, control versions, and restrict edits with roles. Before rollout, test with sample records to verify merge fields and formatting, and publish to the catalog so users see only approved options that match brand and regulatory requirements.

Need information you don’t have yet? Launch a Smart Form. Pre-fill it from Dataverse (Common Data Service) or the Power Platform, validate entries, and capture uploads from the customer. Submitted data triggers a Smart Flow that builds the document package, routes it to the right approver, and sends for signing. For high volume tasks—statements, invoices, policy letters—run in batch: drop a data file via SFTP, call an HTTPS webhook, or schedule from your CRM. Emails go out through SMTP with tracking, while exceptions are flagged for review so ops can quickly reprocess failed items.

Getting started is straightforward. Pick the edition that matches your scope: Standard or Premium for a small catalog and simple routing; Ultimate or Enterprise when you need complex flows, advanced governance, and scale. Security is built in with HTTPS, SFTP/FTP ingress and egress, and detailed audit trails. Storage and delivery connectors, plus REST APIs, let developers embed document actions in custom apps and portals. A practical rollout plan: connect your CRM, import brand assets, convert your top five documents to templates, build one flow per use case, run a pilot with a single team, then expand. Most of the day-to-day can be owned by business users; the visual tools make updates fast without code.