Xpertdoc Releases Smart Flows 4.2 – A Better, Faster Way to Generate Documents

With a Powerful API and Connectors to SugarCRM and Microsoft Dynamics 365 CE, Xpertdoc Smart Flows is a document flow automation solution that empowers business users to create, manage and delivers highly personalized, data-driven documents. 

Terrebonne, Canada and Hamme, Belgium - May 22, 2019 – Xpertdoc, a global software company and leader in Document Flow Automation solutions including document generation, digital data capture and content management, today launched Xpertdoc Smart Flows 4.2, an innovative document generation and document flow automation solution, as part of the company’s next logical next step in the realization of their continued effort to help organizations create, store and deliver better documents, faster.

Focus on Connectvity

This release of Xpertdoc Smart Flows marks the introduction of three new connectors:

1.  A full-blown turn-key integration for Sugar (SugarCRM) allowing users to execute document flows, deliver documents and store them against their Sugar records – all within the Sugar interface. 

2.  The Microsoft Dynamics 365 for Customer Engagement connectors have been updated to work wit the latest versions of Microsoft’s Dynamics 365 CE (customer engagement platform) and to better support on-premise deployments.   

3.  The addition of two new connectors to leading e-signature providers. The Adobe Sign connector lets you create and deliver agreements via the Adobe Sign e-signature platform (formerly known as EchoSign) and the OneSpan Sign (formerly known as eSignLive) connector allows you to include the creation and delivery of OneSpan Sign transaction packages as part of your Smart Flows.

Download the full Xpertdoc Smart Flows 4.2 Release review guide here.

Xpertdoc Smart Flows leverages the technology from XperiDo, a document generation company based in Belgium who joined forces with Xpertdoc in early 2018. It is the latest solution in the Xpertdoc suite that continues their commitment towards better documents, faster.

“Our focus as a company is to make our customers more productive by saving them time and money by solving their document generation challenges. Creating, managing and delivering engaging documents can be complex and time consuming especially if the process is heavily reliant on shared resources like IT. We’re trying to reduce that dependence by empowering the business user to manage their transactional document flows themselves”. - Rudy Vanhille, Chief Marketing Officer, Xpertdoc.

Xpertdoc Smart Flows is currently available for Dynamics 365 for Customer Engagement and SugarCRM. Future releases will include connectors to the broader Dynamics 365 product suite and SalesForce.com.

Xpertdoc will be showcasing a live demo of Smart Flows at the Microsoft Business Application Summit in Atlanta, GA from June 10-11 in Booth 21.

To learn more about Xpertdoc’s Smart Flows and their document generation platform, visit Xpertdoc.com or sign up for a 30-day free trial.

About Xpertdoc:

Xpertdoc was founded in 2000 with a mission to enable organizations to digitally transform their document-centric processes. Their industry-leading solutions – ranging from entry-level document generation to full-scale enterprise document flow automation – allow companies to optimize and automate consistent document processes, from creation to delivery, and stay ahead of their competition. To learn more, please visit www.xpertdoc.com.