There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life.
Xpertdoc vs. OOTB Document Generation in Dynamics 365
The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated capabilities that provide dynamic functionality, such as
Xpertdoc’s document flow automation solution is all about automating and executing every process needed for the creation, management and delivery of forms and documents from one spot. This is a powerful and competitive business advantage, not only for its efficiency, but also because it provides personalized customer service, which ultimately leads to better customer engagement and retention.
Modernize document-centric processes
Every day, organizations send out communications like flyers, proposals, quotes, intake forms, follow-ups, offers, and more. These items could contain reusable content and repeated details like legal clauses, pricing, product descriptions, scope of service, etc. What Xpertdoc offers is the ability to
A common document scenario for Sales
Let’s say you are a salesperson and want to
After the document is returned electronically, you can save it to a SharePoint site for general access. If someone requests a hard copy, it’s no problem to print one. And you can now define business rules and workflows for other documents, such as invoices and marketing communications.
To stay competitive, it’s time to go with the flow – Xpertdoc document flow automation that is.
To learn more about Xpertdoc for Microsoft Dynamics 365 and the Smart Flows component, visit