XpressDox

What XpressDox is

XpressDox is a document automation product for creating Word templates, designing interviews, collecting data and assembling completed documents. Template authors can build with low-code Question commands or draw on a full-code library of more than 300 commands. With XpressDox Cloud, users can run and share interviews in a browser. Completed documents can be delivered as Microsoft Word files, PDFs or Outlook emails.

The product connects with Word, iManage, NetDocuments, Outlook, OneDrive, SharePoint, DocuSign and Salesforce. It can use Excel, Access, SQL Server and custom data sources, with bidirectional data flow. Teams can choose cloud, on-premise or hybrid hosting. Cloud access uses HTTPS point-to-point encryption, with optional encryption at rest, and cloud accounts can use Microsoft Azure Active Directory single sign-on. RESTful, .NET and in-Word APIs are available; the RESTful API includes file upload, download and deletion functions. XpressDox was founded in 2008 and says thousands of firms in over 25 countries choose it. Plans start at $59/user/mo, and there is no free plan.

Who it suits

XpressDox suits firms that need to generate documents from interviews and data, particularly those working with Microsoft Word and the listed legal and business integrations. Its cloud, on-premise and hybrid deployment options may suit organizations with different hosting needs.

Limits

There is no free plan. Essential costs $59 a month billed per user monthly; Professional costs $79 a month billed per user monthly. Mac users can run templates in a browser but cannot design templates on a Mac.

Getting started

1. Visit the XpressDox website.
2. Choose a paid plan; Essential starts at $59 a month billed per user monthly.
3. Choose cloud, on-premise or hybrid hosting.
4. Create Word templates and design interviews using the available authoring tools.
5. Run and share cloud interviews in a browser, or use the product's APIs and integrations.

Verdict

Choose XpressDox if your firm needs interview-driven document automation, broad data-source options and a choice of hosting models. Look elsewhere if you need a free plan or template design directly on a Mac.