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    DOCUMENT AUTOMATION
    Intelligent document templates for Microsoft Word®,
    the Web, or as an API within your own application or website.

Who We Are

We are document automation experts, a passionate team with an enviable reputation for product innovation and customer service.

Our team of experienced people is a mix of visionaries, developers, sales and support consultants, and administrative professionals.

XpressDox was established in 2006, and is a privately owned subsidiary of the o2Smart Group of Companies headquartered in South Africa. The group dates back to 1979 when it first launched its business accounting software suite.

Management

Meet the team that runs XpressDox for you.
We build document automation software to realise your vision and we save you time to make more profit.

    Johan Venter

    GROUP MANAGING DIRECTOR

    Visionary CEO. Keeps our competitors awake at night! Johan is responsible for the overall management and vision of the group with a particular focus on product design, innovation and strategic direction.

    Chris Pearson

    XPRESSDOX BUSINESS HEAD

    Not just a travelling salesman! Chris is head of XpressDox and is responsible for new business development and industry relationships. Chris has (many) years of experience in the document automation and software industry.

    Digby Vickers

    DIRECTOR: ACCOUNT MANAGEMENT

    Master of client relationships! Digby heads up client account management and provides considerable input on marketing and business strategy. Known for always doing the right thing!

    Barry Swart

    DIRECTOR: DEVELOPMENT

    Superman! Barry is responsible for the group’s software development team, and has a huge amount of experience including coding, project management, people management, financial management, sales, innovation, and just about anything else you can think of!

    Louisa Stander

    DIRECTOR: FINANCIAL

    Chief financial whip! Louisa ensures the financial well-being of the company, and is responsible for all administrative functions in the group. She brings with her a wealth of experience, and keeps us on our toes!

    Peter Tuffin

    XPRESSDOX DEVELOPMENT HEAD

    The father of XpressDox! Peter has an illustrious history in software development and is head of the XpressDox dev team. Insightful, incredibly smart, and with a unique understanding of document automation!

    Nick Prince

    XPRESSDOX WEB DEVELOPMENT MANAGER

    Like a Swiss army knife! Nick is a multi-talented team leader and the lead developer on the XpressDox Web Server product, with a wealth of experience in all things ‘web’.

    Melanie Cilliers

    XPRESSDOX TRAINING MANAGER

    Besides being the golden voice on the XpressDox videos, Melanie is also one of the most experienced document automation template authors in the game! Responsible for large-client training, Mel is known for her patience and composure!

- OUR MISSION -

XpressDox strives to make any business or organisation more efficient and effective through the automation of documents in any environment and on any device.

Our Products & Services

XpressDox has more power and flexibility than you will ever need for any document automation application.

Templates can be deployed in almost any environment, including Microsoft Word, your favourite browser, over the Internet, from your website and even as an API to generate documents from within your own in-house application.

When it comes to flexibility of deployment, no other system comes close.

On-Premise Server

Secure, private and confidential document automation in your own scalable server environment with extensive deployment options

Cloud Server

The quickest and easiest way to get up and running without compromising your security. User and template management is included as standard

Word Desktop

Design and run templates in Word. Powerful and flexible desktop document automation. Generates documents in Word, PDF and other formats

API

Develop apps with XpressDox API. Integrate the XpressDox template engine into your apps using APIs for Word, Web, .NET and COM

Template Design

Create your own document templates or contract us to design them for you

Salesforce Integration

New and innovative technology from XpressDox uses Salesforce data to generate documents

20,000

+ Users

5,000

+ Clients

20

+ Countries

XPRESSDOX LITE (Always free)  


Basic functions to get you going


XpressDox Lite is the best place to start building your first templates. It has the basic functions you need to create simple yet effective templates:

  • Template authoring. XpressDox Lite has basic authoring functions such as inserting a fillpoint or today’s date, as well as number and date formatting.
  • Template management. With XpressDox Lite you are able to run and save the templates you author, and open previously saved templates.
  • Enhancing the output. XpressDox Lite allows you to output your document directly onto your office letterhead, which means no cutting and pasting for you.

No cost. No expiry. No retyping


XpressDox Lite is free and doesn't expire so you can explore its usefulness at your leisure. Here are some of the things XpressDox Lite can help you with:

  • One letterhead. Use one letterhead so that brand, styles, and contact details are correct across your department or company.
  • No retyping, less errors. Because you enter information once that can be used many times in a document, you reduce the risk of mistakes significantly.
  • Repetitive tasks. Set XpressDox to work by automating your repetitive tasks so that you don't have to do the cutting and pasting from previous precedents.

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ON-PREMISE SERVER


For those larger enterprises who prefer to host the XpressDox Server on their own servers (on-premise or hosted) XpressDox offers an unlimited-users licensing option on rental or outright purchase. Users run templates using the XpressDox Desktop version for Word, or any modern web-browser. Completed documents may be in Word and/or PDF format. Template authoring is done in Microsoft® Word for Windows.

Users access the same template regardless of whether they are using Microsoft® Word or a browser, which makes editing and updating of templates much simpler. Access to the system is managed by Windows Authentication, which means that you won’t need to configure any user access rights, since XpressDox simply conforms to your existing security policies. This saves time and makes installation and administration simpler.

The XpressDox on-premise server is ideal where your document templates will access external data sources, for example an in-house CRM or accounting database. XpressDox server includes native data source compatibility, including SQL Server, ODBC–compliant databases, MySQL, Microsoft Office data sources such as Access, Excel, and Outlook, XML, text files and applications such as Salesforce.com.

XpressDox on-premise server is licensed per server, with additional test or development servers available at an 80% discount. Because XpressDox is fast, large organizations can often get by with only a single server, although some firms choose to have more than one server for redundancy or geographic reasons.


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CLOUD SERVER


For large organizations, where cost of software deployment is an issue, it makes sense to deploy templates via the web. Users run templates using any modern web-browser, and completed documents may be in Word and/or PDF format. Template authoring is done in Microsoft® Word for Windows.

Since templates are hosted in the Cloud, new templates are instantly available to all users regardless of location (branch office, home, or on the road), and version enhancements are available to all users instantly.

XpressDox Cloud also executes your routing instructions, so that completed documents will be automatically emailed to internal or external recipients specified in each template. It doesn’t stop there. Your customers and clients can even enter routing information themselves.

Access to the Cloud is via a login and password, with point to point encryption over https, ensuring that your templates are completely private. Administrators can add and disable users, configure settings, and even change the theme or add a logo to the user interface. Users run templates from a folder structure which is similar in layout to Windows Explorer.

It is also possible to run your cloud-based templates from a link on your website, using the Include in your webpage function. XpressDox currently supports various integrations, including iFrame, JavaScript, or RESTful API integration.


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WORD DESKTOP  


XpressDox Desktop is an add-in to Microsoft® Office Word 2007 or newer. Templates and data are stored using Word XML to ensure compatibility with other systems. Completed documents may be generated in Word or PDF format for more portability.

XpressDox Desktop versions include Author, which is for template designers. XpressDox Author may also be used to run templates. For those users who do not need to design templates, there is the XpressDox Runner version. Lastly, XpressDox Supervisor is used by larger enterprises for configuring user access rights, data-sources, and file name and save locations for completed documents.

Extensive help is provided for template authors. To create a template, experienced authors can simply type commands and functions directly into a Word document. These commands and functions include those for every document automation task you may need.

Inexperienced template authors may find it easier to access the power of XpressDox through the Command Editor, which presents the syntax, as well as samples and wizards, for each command or function. Pressing F1 in the Command Editor accesses the extensive help on the web site.

Inexperienced template authors may find it easier to access the power of XpressDox through the Command Editor, which presents the syntax, as well as samples and wizards, for each command or function. Pressing F1 in the Command Editor accesses the extensive help on the web site.

When a template is run, an Interview is generated automatically. XpressDox allows template authors to make interviews as easy as possible for users to complete, with features like user help, captions, tabs, headings and footings, validation rules, and conditional display.

XpressDox Desktop includes native data source compatibility, including SQL Server, ODBC–compliant databases, MySQL, Microsoft Office data sources such as Access, Excel, and Outlook, XML, text files and applications such as Salesforce.com. In addition, when running templates you can choose to capture new data, re–use recently captured data, or use previously saved data.

XpressDox Desktop provides multi–language authoring including English (US and GB), and French. Template interviews may be created in any Western language.


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XPRESSDOX API


Access XpressDox Document Automation functionality directly from your .NET, COM, Web, or Word applications, to produce more complete and powerful document–rich solutions.

Using the API a developer can write code that gathers data from any data base or other location, determine via program logic and interaction with users what templates are to be merged, and can call on the API to merge the data into one or more templates.


XpressDox API for the Web

Two mechanisms are available to access XpressDox over the Internet. Using the hyperlink API, you would be able to upload selected templates onto the XpressDox server, into your own secure area. After that, you would add hyperlinks into you own web site which would enable a user to choose from the list of templates uploaded, and then run one or more of the templates. The interview which is then presented to them in the browser will be almost exactly the same as the desktop interview which XpressDox-in-Word presents to the Word user. After completing the interview, your web site can then contain a hyperlink which permits the user to download the merged document (if that is what you want) from the server to their local PC. In addition, the template author can specify an email address (or list of addresses) to which the merged document and the captured data set will be sent. This email address would typically be that of an internal staff member who would process the results in the appropriate way.

There is an implementation of the XpressDox Web Server which can be hosted on your company’s intranet. This would enable all users who are registered to use your intranet to run XpressDox templates via a web browser (for example, Internet Explorer, Mozilla Firefox, Google Chrome or Safari). The look-and-feel of the XpressDox Web Server version is very much like that experienced when a user selects to “run a template” using the XpressDox Word Add-in. In other words, the user is presented with in interface which mimics the desktop XpressDox Explorer from which they select the template(s) to be run. The user is then presented with an interview, which again mimics the interview presented by the Word Add-in version, including functionality such as “Use Previous Data” or “Use Other Data”, and access to data sources, etc. Once the merged document is created, it is stored in a location on the server which is configured using the normal XpressDox configuration mechanism. The same holds for the location of the captured data set. The user can then download the merged document from the server onto their local desktop, in either Word or PDF format, depending on how this is specified by the template author.


XpressDox-in-Word API

Develop custom interfaces but with all the features of XpressDox Desktop. This API grants the developer access to most of the functionality provided for the Word Add–in version of XpressDox, which is denied to the APIs as noted above. The XpressDox–In–Word API would be used specifically where there is a need to develop a custom user interface for the capture of data and/or the selection of templates, but where the developer would still like to have access to the features made available by the Word Add–in. Use of this API requires Microsoft® Office Word to be installed not only for rendering the merged documents, but for some of the other pre– and post–merging functions as well.

The XpressDox–In–Word API and documentation is installed along with the installation of the XpressDox Word Add–in. The documentation is provided in the Word document XpressDox In Word API Specification.doc which will have been installed into the My Documents\XpressDox folder the first time Word is loaded after XpressDox has been installed. The Specification document refers the developer to a Word template in the My Documents\XpressDox\Samples folder. This Word template contains some Word VBA macros which demonstrate the usage of some of the XpressDox-In-Word API functions as called from within a VBA macro.


XpressDox API for .NET

Typically this API would be used to embed XpressDox document assembly capability into systems such as accounting, practice management, work flow and any other system where there is a need for creating non trivial documents. The templates used can be sourced from the Windows file system, or from any other source such as a document management system.

If there is no need to render the merged documents on the machine on which the API will operate, then it is not necessary to have Microsoft® Office Word installed on that system. Word is needed in order to author templates, which in turn requires XpressDox Desktop, and to render the resulting merged document for printing or reading. The function of merging the template and data that XpressDox performs does not require Word.

The XpressDox API is embedded in the .NET assemblies which are installed with the Word Add In instance of XpressDox, so no additional software is needed in order to use the API. But a sample Visual Studio solution (in C#) can be downloaded, along with formal documentation on the use of the API.


XpressDox API for COM

The second XpressDox API is for use by non .NET developers and it exposes an interface to XpressDox via COM. This interface is very similar to the XpressDox Engine API for .NET, the major difference being that templates are expected to reside somewhere on the Windows file system. This does not mean that they cannot actually be stored in a document management system or database, but that they will have to be moved onto the file system before the COM API will be able to access them.

Similarly to the XpressDox API for .NET, the COM API uses assemblies that are installed along with the Word Add-in instance of XpressDox. It also needs another assembly, which is downloaded and installed along with the XpressDox API in the download process referred to above. The COM API would be used in much the same circumstances as the XpressDox API for .NET.

Using either of the two APIs, the developer is responsible for the creation of an XML data set and also the selection of the template and the storing of the merged document created from them. It is necessary to note that much of the functionality available to the XpressDox Word Add-in is NOT available to the API user. This includes the dynamic data capture interview and all the features exposed via the Configuration user interface (e.g. Standard Folders for document and data storage, Data Sources, Standard Data Items, Configuration merging, etc.). All commands which can be coded into templates which refer to these features (i.e. all the Data Capture commands in the Command Editor, as well as Data Source commands and commands in the Advanced document and file handling section of the CE) will be ignored when the template merging is handled via either of the two XpressDox Engine APIs. However, the XpressDox SDK, which is a new addition (and can be downloaded from the same place as the API download) will make all of the above exclusions available to the developer – try it and see.


Additional Information (PDF) Enquire Now Back to Products

TEMPLATE DESIGN


Designing document templates is not everyone's idea of fun! So if you are looking to outsource your template creation, speak to us about our template design services. In addition to our own design consultants, we can also refer you to one of our certified partners around the globe.

The sophistication of templates varies greatly, which makes it impossible to give a gut-feel on pricing. Aspects such as whether or not the template will be external-client-facing (used by guests) will affect pricing, as will the integration with your existing website.

Depending on your level of expertise in-house, you might choose to outsource the initial design of the templates, but to do minor maintenance yourselves. You might also decide to outsource your more complex templates, while designing simpler templates in house.

Once we have a better idea of your requirements, we will be happy to provide a firm price quotation for you, and we will be able to give you a more accurate idea as to timelines.


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SALESFORCE INTEGRATION


In today’s competitive business environment your sales people can’t wait for information. If they do you can bet your customers are waiting too. Here are 3 simple ways to eliminate waiting:

  • Store data in one place. There should be no reason you have customer information replicated outside of salesforce.com. Once the data exists in salesforce.com it is available to users in Word via XpressDox so that letters, quotes, and contracts can be produced in seconds.
  • Capture all data. Make sure all prospect and customer information is captured to salesforce.com. With a complete data set to choose from your sales people will not waste time
  • Lessen data leakage risks. With all prospect and customer information securely stored in salesforce.com, not on laptops and other mobile devices, intentional and unintentional data leakage is minimized.

Avoid retyping and duplicate records

Sales reps and managers are already working long, hard hours. They need technology to help them work smarter and more productively. Look here for quick productivity gains:

  • Avoid retyping information. Retyping information already captured in salesforce.com is an absolute no–no. XpressDox can automatically include customer information in correspondence so no data needs to be retyped.
  • Merge duplicate records. When prospecting plays a big part in filling the sales funnel, you end up with multiple records for a single prospect. Merge and discard duplicates relentlessly.

Enforce standards compliance

Many companies still struggle with letterhead standardization with hundreds of letterheads in operation. Here’s how XpressDox can help eliminate wasted time caused by wrong stationery:

  • One letterhead. Use one letterhead so that brand, styles, and contact details are correct across your entire organization.
  • Customized contact details. Ideal for multi-office and international companies, XpressDox creates the correct contact details and references for any document.
  • Repetitive tasks. Set XpressDox to work by automating your repetitive tasks, like billing or new customer welcome letters for example.


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Tour




Demo Cloud Integrations

FAQ: What do you want to do with XpressDox?

With XpressDox Web Server (Cloud or On-premise) you can launch templates from hyperlinks (including pictures or buttons) in your website quickly and easily. This is usually where you would like to make templates available to your clients, or where you provide free templates to attract new business. The interview or questionnaire will appear in your website, ensuring that your corporate image is applied to the interview. Completed documents are returned via your website, and it is possible to route the completed documents to any number of email recipients along with an explanatory email message. This means that you can retain control over the completed documents, possibly only sending the completed document to the user after you have checked it. You may also decide to make the completed document available to the user immediately, but for an email to be sent to you (or someone else in your organisation) each time a template is run.

This is much the same as integrating XpressDox templates into your website, except that you would need a shop on your website to manage payment. Where users will pay a monthly or annual subscription, you can simply add them to the XpressDox Web Server as authorised users which would require a login each time they run a template. Note that XpressDox does not provide the shop functionality, and this is normally provided by your website designer. We normally recommend that our clients test the water before spending a substantial amount on deigning a sophisticated template shop. For example, you might simply ask your customer to make a payment electronically and to send you a proof of payment, where after you can send them their login name and password via email. Once the initiative succeeds, you can then develop a more sophisticated system.

This is usually for the larger enterprise, where they wish to avoid the costs of deploying desktop versions of XpressDox for each user. The XpressDox Server would be installed in-house, either on your own server, or on a privately hosted server. Access control is via Windows Authentication, which means that users will not need to login to XpressDox each time they wish to use it. It also means that access rights don’t need to be duplicated for XpressDox.

Users would then access the same templates regardless of whether they are using the Word Desktop version of desktop or a browser. This reduces implementation time, and simplifies template development. It is also possible for XpressDox to import data from most databases or data-sources, since both the XpressDox Web Server and the data-server would be in the same domain.

An XpressDox Server licences is required for each server, and discounts are offered for test and/or development server licences.

For those smaller firms who generally cannot justify the price of an on-premise server, or who prefer not to have the hassle of managing their own server, XpressDox is available on its own Cloud Server. Various pricing plans are available.

Templates are created in Microsoft® Word and then uploaded to the Cloud Account where they are displayed in a familiar folder structure. Access is via browser, and completed documents are presented to the user once assembled.

Some large enterprise clients choose to host their templates on the XpressDox Cloud Server in the test phase, moving to an on-premise server at a later stage. Access to the XpressDox Cloud Server is encrypted via secure http with a login name and password required for access.

Clients who wish to store their templates on a remote storage facility such as Dropbox would need to use the XpressDox Desktop version for Microsoft Word.

Some firms still prefer to install the XpressDox Desktop version for Microsoft® Word. There are various versions of the XpressDox Desktop product, including the Author (for designing templates), the Runner (where the user will only run existing templates) and the Supervisor (used by large firms for configuring users, database access, and auto file naming and save location). Only one Supervisor licence is required per firm, and smaller firms usually do not require Supervisor.
XpressDox requires Microsoft Word for Windows to author or design templates. However, once the templates have been designed, they can be run via browser on any Apple device.
It is also possible to integrate the XpressDox document automation ‘engine’ within a third party software application using the XpressDox API. If the API is used, the default XpressDox user interface is not used. Typically, the application program passes the data to the XpressDox engine, along with the name of the template to be merged with that data. XpressDox then returns a completed document.
XpressDox can import data from most databases into templates, including Microsoft® SQL Server, MySQL, ODBC, as well as Microsoft® Office databases such as Outlook, Access, and Excel. Various commands are available which allow users to search for the appropriate record in the database, or simply to type in a file number manually.
XpressDox can import data captured into Salesforce so that letters, quotes, and contracts can be produced in seconds.
Because XpressDox is based on standard Microsoft® Word file formats, you would save your documents into a document management system in exactly the same way you would in Word. The means that users don’t need to learn another save procedure. XpressDox also has the ability to populate Word’s custom document properties from data in the completed document, which can then be used to auto save the document in the document or content management system.

Downloads

“The easiest way to learn XpressDox is to use it.”

DESKTOP: Free Trial  

Download a 30-day unrestricted trial version of XpressDox Desktop Author for Word.

XpressDox Lite ​(Always Free)  

Download an always free copy of XpressDox Desktop Lite for Word. Lite includes a handful of commands and is easy to learn and use.

CLOUD SERVER: Free Trial

Register for a 30-day trial version of Cloud Server. Note that you will still need to download a copy of XpressDox Desktop Author for designing templates.

Latest Version

Download the latest release of XpressDox Desktop (v8.4.0). This version will also work if you have a license for an older version of XpressDox.

Release Notes

Download release notes for previous versions.

PRICING (USD)


DesktopFOR MICROSOFT WORD


AUTHOR / DESIGNER$350once-off (per author)

  • Volume discount applies
    Word 2007 or newer

    Update Protection:
    On contract 20% per year.
    Ad-hoc 33% per year.

DesktopFOR MICROSOFT WORD


RUN TEMPLATES ONLY$250once-off (per runner)

  • Volume discount applies
    Word 2007 or newer

    Update Protection:
    On contract 20% per year.
    Ad-hoc 33% per year.

Web ServerON PREMISE / YOU HOST


RUN TEMPLATES ONLY$1500(monthly rental)

  • Unlimited Users
    Unlimited Templates
    API shipped free with Server
    Site licence Available
    Outright Purchase Option
    Update Protection included

Web ServerON OUR CLOUD


RUN TEMPLATES ONLY$1500 (monthly rental)

  • Unlimited Users
    Unlimited Templates
    API shipped free with Server
    Smaller Plans Available
    No Outright Purchase Option
    Update Protection included

Request Action

Using the form below you can perform various actions. Once you enter your name and a valid email address, the system will perform the requested action. You can download XpressDox Lite or a trial of XpressDox Desktop for Word, you can register for a trial Cloud Server account, and you can request more information or a demonstration on any of the XpressDox products

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Our Clients

XpressDox is used by firms of all types and sizes in over 20 countries.

More of our clients

What People Say

XpressDox is excellent. It is so good that it has earned my very first Perfect A+ TechnoScore (5 out of 5). It’s the most robust document assembly product I have seen.

Matthew Berg BigLaw, Review

We specialise in integrating XpressDox with web and mobile apps. Data access and ease of deployment are the stand-out features for us. We couldn’t be happier.

Charl Dreyer Doccly

XpressDox helps me generate documents, customized to the needs of my clients, in less time and more accurately than the manual system I was using before.

Brian E Esser Law

XpressDox is a very powerful tool to automate a wide variety of templates which allowed us to significantly increase productivity and eliminate errors.

Rachelle Thomson Fasken Martineau DuMoulin

For me, the standout feature of XpressDox is its ability to save information from a template and reuse it in other templates at a later stage. Love it and also love the excellent support I get!

Bev Williams Hogan Lovells SA

XpressDox was selected because of its superior speed in assembling a very complex template, its attractive and customizable user interface, the ease with which we could integrate with databases and the responsiveness of the vendor to our needs.

Doug Simpson FlexClaim

The flexibility of the XpressDox system opened up uses that just weren't possible with the other services we tried. We can use our existing data and put document assembly tools in front of our users and clients where they need them, not where the software is.

Ned Daze Rosen Law Firm

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