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Make your client happy
May 24, 2022

Make your client happy

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xpertdoc

My organization uses Xpertdoc in handling all the employee documentation which completes digitally signing paper as well their private document safety. Secondly, its used by our sales team as we are a service provide company, so we need proper documentation for our clients. Xpertdoc provides integration to our own CRM and it has many API library which connects to our multiple data source.
  • As we have our own CRM it easily gets integrated to our CRM, so its very easy for data handling and send dynamic data, charts, and analytics.
  • As its help our company documentation completely automatic
  • As I use it I find it a very good software for small scale industry.
  • Its provide easily integration with our own CRM as well as speed up our response time to our customer with standard templates.
  • No Comment on this

Do you think Xpertdoc delivers good value for the price?

Not sure

Are you happy with Xpertdoc's feature set?

Yes

Did Xpertdoc live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xpertdoc go as expected?

I wasn't involved with the implementation phase

Would you buy Xpertdoc again?

Yes

The specific scenarios based on my experience where Xpertdoc is well suited i.e. when we need proper documentation daily to present to our client as well we are hiring different candidates for different positions, so it helps my team to make the process smooth as well as secure which hiring process so quick.