Xpertdoc for Salesforce

Let your Salesforce users leverage powerful document automation capabilities to generate, deliver and store business documents, better and faster.

Optimized, Automated Document Flows

Xpertdoc for Salesforce lets you build and run any document process that leverages data from Salesforce, Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.

Play Video

Document Automation in 3 Easy Steps

Immersed into the Salesforce experience, business users can leverage Xpertdoc’s powerful features to complete automated document processes in 3 easy steps.

1. Prepare


2. Generate


3. Deliver

Deliver your generated documents via a wide range of options and channels – store in the Salesforce Documents tab or Xpertdoc Content Manager, create Notes and Tasks with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Dynamic, Data-driven Template Design


Useful Resources on Our Product

10 Must-haves of a Fail-proof Document Generation Strategy

Xpertdoc – Better, Faster Document Automation for Salesforce

4 Reasons to Optimize Documents with Xpertdoc for Salesforce

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​
