Xpertdoc Smart Flows

Innovative document generation software enabling the creation, management and delivery of professional documents, faster.

What is XPertdoc?

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Xpertdoc Smart Flows for Dynamics 365 are automated processes for the generation, management and storage of business documents. Business users can visually model workflows from data from any available source, without the need of technical knowledge or coding skills.

Xpertdoc Smart Flows for Dynamics provide powerful tools that make the design, management and delivery of business critical documents effortless. Benefits include:

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Xpertdoc for Microsoft Dynamics 365

Empower your Dynamics 365 users with an innovative document automation solution enabling the generation, management, and delivery of better documents, faster.

Optimised, Automated Document Flows

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Document Automation in 3 Easy Steps

Immersed into the Microsoft Dynamics 365 experience, business users can leverage Xpertdoc’s powerful features to complete automated document processes in 3 easy steps.

1.

Prepare
 

Connect your data from Dynamics 365/CDS, Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager or any core system, to your document templates created with the Xpertdoc Template Builder.

2.

Generate
 

Using Xpertdoc Smart Flows, generate through automated flows containing conditional steps data-driven and compelling business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

3.

Deliver
 

Deliver your generated documents via a wide range of options and channels – store in Microsoft Dynamics 365 or SharePoint, create Notes and Activities with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Ready to Talk about your Project?
Book a free Discovery Call

A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.