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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

enVision®, a robust ECM platform developed by CBK Soft, is designed to provide thorough solutions for managing the entire information lifecycle, encompassing the creation, capture, indexing, storage, retrieval, and eventual disposition of records and information assets, while also streamlining and enhancing processes that are traditionally paper-based or manual. Currently, it boasts over 300,000 users spread across various industries and sectors. Notably, enVision® was highlighted in Gartner's 2016 report on Cool Vendors in Emerging Markets, which acknowledged InfoFort, the parent company of CBK Soft, for its innovative use of advanced technologies that facilitate mobile, digital, e-signature, and smart government solutions. Furthermore, InfoFort's adaptable pricing structures address client needs by offering a cost-effective solution with reduced capital investments, ultimately delivering a lower total cost of ownership. This recognition underscores the platform's impact on transforming information management practices in today's digital landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
OneSpan Sign Yes 
Sugar Sell Yes 

Integrations

Adobe Acrobat Sign No 
Docusign No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
OneSpan Sign No 
Sugar Sell No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Xpertdoc Technologies Inc.

Founded

2000

Country

Canada, with subsidiaries in the United States and Belgium

Website

www.xpertdoc.com

Vendor Details

Company Name

InfoFort

Founded

1997

Country

United Arab Emirates

Website

envision.infofort.com

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 

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

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