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.
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.
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.
Thanks for the great words David. We take pride in partnering to make our clients successful.
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.
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.
Xpertdoc offers a free trial for new users, after which the software is available across four editions on annual subscriptions. Pricing and functionality - outlined below - scales with number of users & documents.
CRM Integrations; Integrations with Microsoft Dynamics 365 and SugarCRM are offered in the following editions:
• Xpertdoc Business Standard for SMBs - $9 per user per month (Minimum number of 8 users, up to 6,000 documents, available on a shared server)
• Xpertdoc Business Premium for medium businesses - $21 per user per month (Minimum number of 14 users, up to 12,000 documents, available on a shared server)
• Xpertdoc Business Ultimate or Xpertdoc Enterprise - Available on private cloud or on-premise. Please contact Xpertdoc Technologies directly for pricing information.
Xpertdoc API comes in 3 different editions (Premium, Ultimate, and Enterprise). Please contact Xpertdoc Technologies directly for pricing information.