Xpertdoc enables the creation of engaging document templates and interactive web forms called Smart Forms and integrates seamlessly with customer enterprise core systems. Xpertdoc is one of the most sophisticated platforms for document generation and automation. There are different types of licenses suited for different scenarios: Standard, Premium and Ultimate Edition. The mission is to enable organizations to deliver powerful customer communications by optimizing document-centric business processes. There are many products, solutions and services that let one design, generate, validate, deliver and store documents better and faster.

Xpertdoc Smart Flows for Microsoft Dynamics 365

Xpertdoc’s Smart Flows for Dynamics 365 feature powerful tools that make the design, management and delivery of business-critical documents effortless. It offers flexible deployment options, such as on-premise or in the public or private Microsoft Azure cloud, to suit the specific needs of an organization.


Companies from different fields such as  insurance, financial services, government, manufacturing, and many other industries can leverage the Xpertdoc platform to improve the processes they go through with their documents.

That is why it is a very efficient and convenient way for creating and managing powerful document templates and can be easily integrated with Dynamics CRM