XpressDox delivers robust document automation software with an easy-to-use interface, seamlessly integrated into MS Word for efficient template creation and interview design.
Document Automation Process
XpressDox enables a streamlined process for you to create templates and design interviews efficiently to revolutionise your document generation process.
Step 1
Author Your Template
Step 2
Design Your Interview
Step 3
Execute Your Interview
Step 4
Assemble Your Document
Merge collected data with your template to generate accurate documents, ready for sharing and use.
Increase productivity, improve accuracy, and enhance client service with our all-in-one solution.
Create Templates with Ease
Author any template with ease, no matter how simple or sophisticated. Our software combines the simplicity of low code with the power of full code to assist you in authoring templates.
Low Code
Full Code
Authoring Panes
Innovative, responsive authoring panes make it easier than ever to author templates and design your interviews across different devices efficiently.
Design Interviews Efficiently
The Manage Interview function enables you to structure the flow and define the order of questions in your interview giving you the flexibility to create user-friendly interviews in real time.
Change the order of questions
Simply drag questions up and down the list to change the order of your questions.
Create Tabs to group questions
Easily create tabs whenever you feel it is necessary to group associated questions in the interview.
Edit the name of your tabs
Quickly change the name of your tabs as you develop and rearrange your interview.
Delete unwanted tabs
Easily delete unwanted tabs without deleting your questions to quickly restructure your interview.
Stay on brand
Ensure a professional experience by adding your logo and custom theme colors to all internal and external interviews
Single interview for Desktop and Web
A consistent view of your interview irrespective of what environment you choose to work in.
Execute Your Interview
Self Complete
Answer the interview questions yourself to create your document.
Co-Complete
Collaborate with clients or other users to complete the answers to interview questions.
Re-use Data
Re-use information from other interviews to populate the new interview.
Auto-Complete
Automatically pull information into the interview from in-house or third-party systems.
Access Your Templates Anytime, Anywhere
The XpressDox Cloud platform allows you to effortlessly manage and run your interviews and templates.
Run and Share Interviews
Automated documents can be assembled by users on the system or by recipients of shared interviews from any browser.
Secure and Centralised
Templates, documents and data are safely stored, organised and accessible on one platform.
User Access Management
User permissions allow you to control access rights to folders and system features for specific user groups.
Reports
Gain perspective on your template library is performing by pulling custom reports showing template assemblies, user activity, the most popular templates.
Software designed around your unique needs to power your productivity.
Share your Interviews via Email
Custom Email Design
Stay on brand by customizing the look and feel of your interview
Interviews Dashboard
A simplified dashboard allows you to manage and track all your shared interviews.
Manage Interviews
Manage interview accessibility by resending to recipients or deactivating as required.
Secure Data Transfer
Shared interviews are securely encrypted and can be password or PIN-protected for additional safety.
Easy Collaboration
Collaborate by adding information into the interview at any time
Real-Time Notifications
Get notified upon completion of the interview
Embed your Interviews in Your Website
Customisable
White label your interview to align it to your brand, making it visually seamless in your website ensuring a consistent user experience.
Easily Integrated
Easily integrate interviews into your website, other web applications and with your existing CRM (e.g. Salesforce).
Controllable
JavaScript API gives you programmatic control over the interview and the ability to control how users interact with the interview across different sessions.
Embed Options
Both iFrame and JavaScript versions available for embedding your interview. XpressDox also offers RESTful API Integration for use by developers.
Assemble Your Document
Assemble to a MS Word document for easy editing.
Assemble to PDF for secure distribution.
