Xpertdoc Pricing, Features, Reviews & Comparison of Alternatives


Document generation and forms automation software

4.33/5 (3 reviews)

Xpertdoc overview

What is Xpertdoc?

Xpertdoc is a document generation and forms automation software designed to help businesses streamline the entire document lifecycle, from creating template-based or unique contracts, quotes, policies, and agreements to storing digital assets in a centralized repository. The application allows administrators to capture information from multiple data sources including CRM, ERP, and policy administration systems to generate documents in PDF, HTML, DOC, or other formats.

Key features of Xpertdoc include workflow management, customizable branding, mobile support, logic-based rules conditioning, template designing, and data merge. It includes a content management module, which lets businesses search, store, retrieve and manage assets in a repository using metadata forms, folder-like structure, field mapping, and version control features. It also provides an add-in for Microsoft Office, which allows users to search for logos, pre-approved phrases, and language-specific assets in the content manager and import it to documents.

Xpertdoc offers an API, letting IT personnel integrate the platform with business applications to facilitate document storage in CRM or SharePoint and distribution via email, digital signature, SMS, fax, and print channels. Administrators can use an integrated control console to manage project configurations, generate product performance or usage reports, and deploy automated document flows.


Starting from
Pricing options
Free trial
Value for money
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Business size



United States, Asia, Australia, Brazil, Canada and 8 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa

Supported languages

English, Dutch, French
Xpertdoc screenshot: Xpertdoc template designerCMO Rudy Vanhille About XpertdocXpertdoc screenshot: Xpertdoc approval workflows in Dynamic 365Xpertdoc screenshot: Xpertdoc project console

Xpertdoc reviews


Very good

Value for money
Ease of use
Customer support
Josh Dissinger

XpertDoc @ ABC Financial Services, Inc.

Reviewed 2015-09-01
Review Source: Capterra

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.

Rating breakdown

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David Hanson

Breath of Fresh Air!

Reviewed 2015-08-28
Review Source: Capterra

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.

Rating breakdown

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Katerina Pulec

The software works very well. It is great.

Reviewed 2015-09-02
Review Source: Capterra

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.

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Customer support

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Xpertdoc pricing

Starting from
Pricing options
Free trial
View Pricing Plans

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.

Xpertdoc features

Access Control
Activity Dashboard
Collaboration Tools
Document Management
Document Storage
Drag & Drop Interface
Reporting & Statistics
Workflow Management

Activity Tracking (137 other apps)
Automatic Notifications (186 other apps)
Chat (159 other apps)
Collaborative Workspace (221 other apps)
Commenting (197 other apps)
Customizable Branding (168 other apps)
File Management (139 other apps)
Permission Management (193 other apps)
Projections (144 other apps)
Search Functionality (260 other apps)
Third Party Integration (220 other apps)

Videos and tutorials

Additional information for Xpertdoc

Key features of Xpertdoc

  • Access Controls/Permissions
  • Autofill
  • Collaboration
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Capture
  • Document Retention
  • Drag & Drop
  • Electronic Signature
  • File Recovery
  • File Sharing
  • File Storage
  • Forms Creation & Design
  • Multiple Output Formats
  • Process/Workflow Automation
  • System Audit Reporting
  • Templates
View All Features