(726)
4.7 out of 5
Visit Website
Sponsored
Experlogix Document Automation
Top Rated Experlogix Document Automation Alternatives
10 Experlogix Document Automation Reviews
4.7 out of 5
The next elements are filters and will change the displayed results once they are selected.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
G2 reviews are authentic and verified.
Here's how.
We strive to keep our reviews authentic.
G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner.
DC
David C.
Enterprise(> 1000 emp.)
What do you like best about Experlogix Document Automation?
I like how easy it is to configure and how flexible it is to make changes. That has helped us tremendously with design changes.
We decided on Xpertdoc due to its flexibility, other services did not provide this. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
I would like to see a broader integration with Experlogix product configurator. Perhaps be able to use data from the CPQ to publish on the document. I would like to see that feature being available to your customer who purchased Xpertdoc and CPQ Review collected by and hosted on G2.com.
AS
Verified User in Staffing and Recruiting
Mid-Market(51-1000 emp.)
What do you like best about Experlogix Document Automation?
The ability to pull information from many different parts of the CRM to create contract documents is a huge timesaver Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
The learning process was quite involved and we hit a few snags along the way, mostly to do with documents in OneDrive not being compatible with the save locations in XpertDoc Review collected by and hosted on G2.com.
AC
Andrew C.
CEO
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
What do you like best about Experlogix Document Automation?
The learning process is quite involved. We managed to resolve issues with documents in OneDrive. Specific and detailed error messages greatly assist in troubleshooting server issues. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
The lack of online documentation makes it difficult for users. This limits usability. Review collected by and hosted on G2.com.
BC
Bernard C.
Enterprise(> 1000 emp.)
What do you like best about Experlogix Document Automation?
Allows remote users access data much easily and quickly Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
Mobility access needs to improve, ideally everything accessable via a mobile app Review collected by and hosted on G2.com.
II
Verified User in Information Services
Enterprise(> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Experlogix Document Automation?
The way Xpertdoc stitches the XML payload to produce well-formatted Microsoft word and pdf document is commendable. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
Many a time if there is some issue at XPERTDOC server end the error messages are very generic one. Need to have more verbose and better error messages to understand what went wrong at the server. Review collected by and hosted on G2.com.
CM
Cait M.
Supervisor, Underwriting Systems Analysis
Insurance
Mid-Market(51-1000 emp.)
What do you like best about Experlogix Document Automation?
One of the best implementation features is the automated Calligo template migration and compare tool. This tool allowed Xpertdoc to convert and verify the conversion of all of our templates in a matter of weeks rather than having to spend months recreating all of the templates from scratch. The ability to implement the solution in under a year was beneficial both for the staff and for resource allocation. The solution itself is very easy to use. We received roughly 2.5 days of training and, aside from questions here and there, have been able to adapt very quickly.
Regarding the vendor, one of the things we most appreciated throughout this process was the team approach to designing and implementing the solution. The Xpertdoc team worked collaboratively with us to design a solution that would best meet our goals, while staying on time and within budget. Their response time to issues and general inquiries is unparalleled. Rather than build a solution for requirements we sent to them, we were heavily involved in the creation of the solution design document, the development of new workflows, and in the testing of the solution. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
In Xpertdoc Portal 3, navigation and management of libraries could be improved. While functional, it's sometimes cumbersome to manage updates affecting multiple folders. Review collected by and hosted on G2.com.
II
Verified User in Insurance
Enterprise(> 1000 emp.)
What do you like best about Experlogix Document Automation?
Xpertdoc is extremely professional and thorough in their work and they bring the right technical expertise to bear for their customers - we knew exactly what to expect, and when to expect it. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
In our limited work with Xpertdoc there was very little to dislike. Review collected by and hosted on G2.com.
EM
Verified User in Machinery
Small-Business(50 or fewer emp.)
What do you like best about Experlogix Document Automation?
Develop good looking documents and integrates with existing software Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
Sometimes the speed is frustrating. Our users don't like waiting on the "swirl of death"... Review collected by and hosted on G2.com.
MM
Michael M.
Manager - Sol. Eng. & Order Admin
Computer Software
Mid-Market(51-1000 emp.)
What do you like best about Experlogix Document Automation?
Customizable Templates help us solve our document requirements. Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
Complexity of setup. Requires some VB Scripting to successfully use which requires us to engage IT for every updated. Review collected by and hosted on G2.com.
CI
Verified User in Information Technology and Services
Enterprise(> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Experlogix Document Automation?
Speed and can do anything in the way of document creation Review collected by and hosted on G2.com.
What do you dislike about Experlogix Document Automation?
Can be complex - page breaks are the hardest Review collected by and hosted on G2.com.
Experlogix Document Automation Categories on G2
Experlogix Document Automation Comparisons
Hunting for software insights?
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
