Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
softXspace365 is an all-in-one document management and process automation system designed to maximize the benefits of Microsoft 365 for businesses of all sizes and industries. By combining task and document management within a unified digital workspace accessible through Teams and SharePoint, it simplifies everyday work and accelerates business processes. The platform covers a broad spectrum of use cases, from sales and procurement automation to HR management, legal document workflows, and R&D project control. Its no-code process builder empowers employees to create and customize workflows without programming knowledge, improving efficiency and standardization. Features like digital signatures (including AdobeSign and DocuSign integration) and a document template library enhance compliance and reduce administrative overhead. softXspace365 securely stores all files in the cloud with round-the-clock availability and integrates smoothly with Microsoft tools like Outlook, OneDrive, and Power BI. The solution also supports connections with third-party ERP, CRM, and accounting systems for seamless IT infrastructure unification. Fast deployment and tailored training ensure quick adoption and continuous support.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Adobe Acrobat Sign
Yes
Docusign
Yes
Microsoft Dynamics 365
Yes
Microsoft Power Platform
No
OneSpan Sign
Yes
Sugar Sell
Yes
Integrations
Microsoft 365
Yes
Adobe Acrobat Sign
No
Docusign
No
Microsoft Dynamics 365
No
Microsoft Power Platform
Yes
OneSpan Sign
No
Sugar Sell
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$10/month/user
Free Trial
Yes
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
No
iPad App
No
Android App
No
Windows
No
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)
Yes
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
soft Xpansion
Founded
1998
Country
Poland
Website
softxpansion.global/products/softxspace365
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
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No