Xpertdoc

4.3
(6)

Xpertdoc provides an industry-leading Customer Communications Management (CCM) software, delivering improved client retention and growth.

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Xpertdoc Reviews

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Showing 6 Xpertdoc reviews
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Xpertdoc review by Cait M.
Cait M.
Validated Reviewer
Verified Current User
Review Source

"Well-designed, Flexible Solution Combined with Excellent Customer Support"

What do you like best?

One of the best implementation features is the automated Calligo template migration and compare tool. This tool allowed Xpertdoc to convert and verify the conversion of all of our templates in a matter of weeks rather than having to spend months recreating all of the templates from scratch. The ability to implement the solution in under a year was beneficial both for the staff and for resource allocation. The solution itself is very easy to use. We received roughly 2.5 days of training and, aside from questions here and there, have been able to adapt very quickly.

Regarding the vendor, one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution. The Xpertdoc team worked collaboratively with us to design a solution that would best meet our goals, while staying on time and within budget. Their response time to issues and general inquiries is unparalleled. Rather than build a solution for requirements we sent to them, we were heavily involved in the creation of the solution design document, the development of new workflows, and in the testing of the solution.

What do you dislike?

In Xpertdoc Portal 3, navigation and management of libraries could be improved. While functional, it's sometimes cumbersome to manage updates affecting multiple folders.

What business problems are you solving with the product? What benefits have you realized?

We were able to quickly replace the IStream/Calligo Product Suite, rework our internal workflows to reduce both speed to mail and issuance errors reaching our customers, and upgrade our printers for more efficient in-house production.

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Xpertdoc review by Internal Consultant in Information Services
Internal Consultant in Information Services
Validated Reviewer
Review Source

"Amazing Product & Convenient to use"

What do you like best?

The way Xpertdoc stitches the XML payload to produce well-formatted Microsoft word and pdf document is commendable.

What do you dislike?

Many a time if there is some issue at XPERTDOC server end the error messages are very generic one. Need to have more verbose and better error messages to understand what went wrong at the server.

Recommendations to others considering the product

There is very less documentation available either online or on site. There should be more detailed information around the programming and using the product.

What business problems are you solving with the product? What benefits have you realized?

Creating a word document with different sections and stitching it together in a well-formatted way without losing any style and fonts. Xpertdoc comes really handy at it. It is convenient and very simple to use.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
Xpertdoc review by Internal Consultant in Insurance
Internal Consultant in Insurance
Validated Reviewer
Review Source

"Analysis of Legacy Publishing Assets"

What do you like best?

Xpertdoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers - we knew exactly what to expect, and when to expect it.

What do you dislike?

In our limited work with Xpertdoc there was very little to dislike.

What business problems are you solving with the product? What benefits have you realized?

Xpertdoc conducted a one-time analysis for us to extract business logic from a legacy publishing solution. Their ability to consume a vast number of content generation templates with embedded data transformation and business logic allowed us to build confidence that all the nuances of the old system were covered (or no longer required) in our migration to a newer publishing platform.

Xpertdoc review by Michael M.
Michael M.
Validated Reviewer
Review Source

"XpertDoc User Review"

What do you like best?

Customizable Templates help us solve our document requirements.

What do you dislike?

Complexity of setup. Requires some VB Scripting to successfully use which requires us to engage IT for every updated.

Recommendations to others considering the product

Good for customizing word Templates

What business problems are you solving with the product? What benefits have you realized?

Contract Automation, ensuring that correct addendums are used when certain products are selected using our price book tool.

Xpertdoc review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Very powerful product - our go-to for complex document generation"

What do you like best?

Speed and can do anything in the way of document creation

What do you dislike?

Can be complex - page breaks are the hardest

Recommendations to others considering the product

If you want the best... :)

What business problems are you solving with the product? What benefits have you realized?

Replaced bespoke software requiring large numbers of servers and error prone process with robust fast process reducing errors and time.

Xpertdoc review by Executive Sponsor in Machinery
Executive Sponsor in Machinery
Validated Reviewer
Review Source

"Great solution"

What do you like best?

Develop good looking documents and integrates with existing software

What do you dislike?

Sometimes the speed is frustrating. Our users don't like waiting on the "swirl of death"...

What business problems are you solving with the product? What benefits have you realized?

We are using it to develop good looking professional quotes out of our Dynamics CRM

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* We monitor all Xpertdoc reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.