Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Formsio is a cutting-edge document automation tool designed to aid industries that rely heavily on paper by optimizing their processes, drastically cutting down the time needed for paperwork, and enhancing the overall experience for customers. By innovating the way documents are handled, Formsio generates HTML documents in real time, which sets it apart from its competitors who typically rely on traditional PDF or DOC formats. This unique approach benefits sectors that depend on template-driven documents requiring signatures, large datasets, complex calculations, and mass distribution to clients, contractors, and staff. The strongest demand for our services can be found in fields such as law, finance, compliance, human resources, real estate, and insurance. With our intuitive graphical designer, users can effortlessly create dynamic HTML forms and documents, replacing the old, cumbersome PDF files that often slow down signature processes and create workflow challenges. Additionally, this innovative capability allows businesses to be more agile and responsive to their clients' needs, ultimately leading to improved operational efficiency and satisfaction.
Description
Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
No
Docusign
No
Microsoft 365
No
Microsoft Dynamics 365
No
OneSpan Sign
No
Sugar Sell
No
Integrations
Adobe Acrobat Sign
Yes
Docusign
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
OneSpan Sign
Yes
Sugar Sell
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Formsio
Country
United States
Website
www.formsio.com
Vendor Details
Company Name
Xpertdoc Technologies Inc.
Founded
2000
Country
Canada, with subsidiaries in the United States and Belgium
Website
www.xpertdoc.com
Product Features
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Product Features
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
No
Information Governance
No
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
No
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
No
Version Control
Yes