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DocXpert Reviews & Product Details

DocXpert Overview

What is DocXpert?

DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work with the same templates, which are managed centrally. This ensures that your company’s corporate design is always maintained. DocXpert eliminates copy & paste and spelling errors, and the text blocks ensure that all necessary information is always included in the document. You can transform Salesforce data into various types of documents as quickly as Lightning and as easily as Word. The pricing model is simple and there are no limits to the number of generated documents or templates. DocXpert is developed by Productforce GmbH, a 100% subsidiary of Salesforce partner H+W CONSULT, which specializes in the development and operation of applications for Salesforce.

DocXpert Details
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Product Description

Smart With DocXpert you can create individual documents in docx and PDF with dynamic tables, images and text modules in just a few clicks. Consistent Now all employees work with the same templates. The administration takes place in a central place. The corporate design of your company is adhered to at all times. Correct DocXpert eliminates copy & paste and spelling mistakes. The text modules always contain all the information that is necessary in your document.


Seller Details
Year Founded
2001
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®

Leon M.
LM
Overview Provided by:
Presales Consultant @ H+W CONSULT

Recent DocXpert Reviews

Jinal P.
JP
Jinal P.Mid-Market (51-1000 emp.)
3.5 out of 5
"Review"
It provides high accuracy, but unique handwriting styles may benefit from a quick manual review.
Jonathan H.
JH
Jonathan H.Enterprise (> 1000 emp.)
4.5 out of 5
"various translation languages"
I really like the simplicity with which you can translate an entire document into another language quickly and above all with the precision that ev...
Tony C.
TC
Tony C.Enterprise (> 1000 emp.)
4.5 out of 5
"Translation of long texts"
It is a good application where there is security and confidence that all documents are translated 100% correctly and that the data provided in the ...
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25 DocXpert Reviews

4.3 out of 5
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25 DocXpert Reviews
4.3 out of 5
25 DocXpert Reviews
4.3 out of 5

Overall Review Sentiment for DocXpertQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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rashmi v.
RV
Indigo squad member
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

Best part about it is it provides you initial 1000 credits and if you just want to type your handwritten document it will cost really less like 20 credit per page and hence it provides a very cost efficient management!!. And those 1000 credits serve as a free trial, I love it . Also the accuracy in handwritten recognition is mind blowing!! Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

It obviously is not 100% reliable with handwritten recognition we have to proofread like twice to remove error but apart from that I think it's fine. Also the interface is little slow!! Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

It helps us generate official documents for my personal use and it has been a really helpful tool for typing and translating documents!! Review collected by and hosted on G2.com.

Maria L.
ML
Marketing Leader
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

Transforming Salesforce information and data into documents is valuable. Sometimes it is a bit complicated to have all the information in CRM that is just numbers, therefore, in a consolidated document, it is possible to review the information much better for better decision-making. The tool is straightforward to use, as it allows you to process data with the help of AI and even gives you the option to provide concise summaries of the documents in several languages. It has been quite effective when submitting commercial proposals and quotations. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

It works quite well, however, in terms of customer service it may fall a bit short, as it is not that easy to implement. Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

The ability to create PDF files and dynamic documents in a short time. It also offers the possibility of working on the same file to several people in the team, which is appreciated in remote work. Review collected by and hosted on G2.com.

Jonathan H.
JH
Courier
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

I really like the simplicity with which you can translate an entire document into another language quickly and above all with the precision that everything is perfect, it helps me translate texts from languages ​​that I don't know being effective and it is only a matter of minutes without having to wait hours for its completion. The prices are fair and the customer service is precise Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

I didn't like that to register I had to contact customer service because the confirmation email to activate the account never arrived Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

It makes the entire process of translating texts easier, just by uploading the desired document, it translates it quickly and very well translated Review collected by and hosted on G2.com.

Tony C.
TC
IT Analyst
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

It is a good application where there is security and confidence that all documents are translated 100% correctly and that the data provided in the documents will not be revealed or stolen material. It has many languages ​​to do your translation that allows you to do it in minutes in addition to being a quick source to find specific words in a document Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

It could improve navigation to be faster, it takes a long time to load the actions when you click on it Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

Easy-access tool for document translation making the whole process easier even when the text is handwritten it recognizes it well and helps me to make my work efficient Review collected by and hosted on G2.com.

CHANDAN S.
CS
Software Quality Assurance Test Engineer
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

The Best Part I Like About DocXpert is that It Provides me seamless conversion between Docx and other File formats like pdf,txt ,I find it highly useful to me for a variety of tasks while creating test reports, bug reports, and test planning documents in different formats. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

some features of the DocXpert required paid subscription. Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

DocsXpert Provides me different Types of Templates for Test and Bug reporting and also Here I can collaborat the files to my teams. Review collected by and hosted on G2.com.

swati n.
SN
Senior Technical Writer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

1. It enables users to create individualized documents in DOCX and PDF formats with dynamic tables, images, etc.

2. Centralized template management enables all employees to utilize the same and up-to-date templates, maintaining the company's corporate design consistently across the teams. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

Nothing significant to dislike as of now, but as with any software tool, there might be a learning curve to fully utilize its capabilities :) Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

DocXpert automates document generation in Salesforce, eliminating manual copy-pasting, reducing errors, and ensuring consistent branding with centralized templates. While it doesn’t directly impact Salesforce CRM documentation, it streamlines workflows for users, making documentation on automated processes more relevant and useful. Review collected by and hosted on G2.com.

meghraj r.
MR
Branch Sales Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

Its automation capabilities are the best. It reduced our manual effort for tasks like loan document verification, compliance audits and customer onboarding. Also, its advanced search function which allows quick access to important documents is great Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

While it's great allowing more customisation options for specific use cases will enhance the experience even more. Also, its initial setup time was little but high Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

DocXpert has helped us reduce our time consumption on manual handling and improve accuracy by automating routine tasks. It has significantly streamlined processes like loan approvals, customer onboarding and compliance audits. This has not only saved time but also reduced the risk of human errors. Review collected by and hosted on G2.com.

Jinal P.
JP
Senior Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

It provides high accuracy, but unique handwriting styles may benefit from a quick manual review. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

Some users have reported issues with DocXter, including parsing issues, difficulties with the help chat, and a less than intuitive user interface. Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

DocXpert's advanced recognition technology provides high accuracy, but unique handwriting styles may benefit from a quick manual review. Review collected by and hosted on G2.com.

Shalom F.
SF
Senior Marketing Retention Executive
Marketing and Advertising
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

DocXpert is a powerful Salesforce app designed to streamline document creation by enabling users to generate fully customized Word docs and PDF files with dynamic tables, images, text blocks, and conditional logic. With its advanced customization features, DocXpert has helped create professional, data-driven documents efficiently, reducing manual effort and ensuring consistency across all outputs. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

Can improve its user interface for smooth navigation Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

It helped me in effective documentation and translation and to create custom tables, documents, PDFs and more Review collected by and hosted on G2.com.

AS
Software developer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about DocXpert?

It makes the work smarter as Docxpert can process the data with the help of ai and find the important key words from document and then give the summary to users so that the time can be reduced compare to manually.It can also analyse the handwritten document if integrate with optical character recognization. Review collected by and hosted on G2.com.

What do you dislike about DocXpert?

Sometimes it takes more time in document processing and even the result are not that good. Review collected by and hosted on G2.com.

What problems is DocXpert solving and how is that benefiting you?

For making document processing and analysing easy and with good accuracy. Review collected by and hosted on G2.com.