NetDocuments vs Xpertdoc

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NetDocuments

Category: Documentation Tool

Industries: Marketing, Education, Business, Financial

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Xpertdoc

Category: Documentation Tool

Industries: Education, Business

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Most popular feedback for NetDocuments

Ability to organize files in folders. One location is available for documents to be reviewed and a separate location for documents to be filed. Ability to track work.

Betsy S.

About NetDocuments

NetDocuments is the leading legal, FEDRAMP authorized document management software (DMS) that provides a reliable and secure way to create, edit, store, locate, and collaborate on documents anywhere using any device, so legal teams can stay focused on clients and outcomes. We help by delivering on promises, providing technology that gets out of their way so they can focus on results, eliminating the need to re-invent the wheel.

Most popular feedback for Xpertdoc

XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management.

Josh D.

About Xpertdoc

Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM, and more.

NetDocuments reviews

NetDocuments is very intuitive for most employees. Has all of the core features of document management implemented very well. It is fully cloud based, so it takes off our mind all of the duties of archiving.

- Matti M. Attorney, Partner

Almost always positive. The search, storage and applications work. When they don't the support staff is usually friendly and knowledgeable

- Evan K. Legal RSC Level 3 Engineer

Each of our Cases has a workspace in NetDocuments, so I am able to look up my case and quickly search through my documents by date, doc name, sender, document type, etc. There are many was to narrow the search. Also, because this program is integrated with our Case Management software, Zencase, I don't even have to open it separately. Documents are available at my fingertips.

- Sherry F. Billing Manager

Xpertdoc reviews

Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well.

- David H. Recruiter

I just see the benefits of this software. It saves time for us to have it. The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget.

- Katerina P. Sr. Franchise Admin Specialist

Customizable Templates help us solve our document requirements.

- Michael M. Manager - Sol. Eng. & Order Admin Computer Software

Pros & cons

NetDocuments

Pros
This is a great cloud based "filing cabinet" I use it just like you would use a paper file and it works great
Lots of search options if you are looking for a document
Their support team is very good and easy to get ahold of
Overall NetDocuments is a good app with good components
This is a document management system in the cloud that is very user friendly
It is easy to save documents and retrieve them."
Cons
We have about 40 users and imported documents from another document management service
It was much much slower to search and the way it searches was really bad
Also, when you have a problem and call customer service the wait is excessively long
Sometimes a glitch happens and we need to get technical support, but then again, sometimes it is just operator error
Either way, they are helpful and get to the root of the problem
3 or 4 times each year we need to update the app on our computers and its always a little scary and we all hate doing it."

Xpertdoc

Pros
ConsSpeed and can do anything in the way of document creation
Develop good looking documents and integrates with existing software
Cons
Can be complex - page breaks are the hardestComplexity of setup
Requires some VB Scripting to successfully use which requires us to engage IT for every updated.Sometimes the speed is frustrating
Our users don't like waiting on the "swirl of death"

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