About Xpertdoc
Xpertdoc is a company based in Terrebonne (Canada) founded in 2000 was acquired by Experlogix in December 2020. Xpertdoc has raised $1.73 million across 1 funding round from investors including BDC and Experlogix. Xpertdoc has completed 1 acquisition, including XperiDo. Xpertdoc offers products and services including CPQ Software, Document Automation, and Digital Commerce. Xpertdoc operates in a competitive market with competitors including Box, Dialpad, Twilio, Acquia and M-Files, among others.
- Headquarter Terrebonne, Canada
- SectorsTechnology
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website xpertdoc.com
- Social LinkedIn X Facebook YouTube
- Acquired by Experlogix (Dec 2020)
- Total Equity Funding$1.73M (USD)
in 1 rounds
- Latest Funding Round$1.73M (USD), Series A
Jun 2017
- InvestorsBDC
& 1 more
- Investments & Acquisitions
- Acquired byExperlogix
(Dec 2020)
Products & Services of Xpertdoc
Xpertdoc offers a comprehensive portfolio of products and services, including CPQ Software, Document Automation, and Digital Commerce.
Automates product configuration, pricing, and quoting for businesses.
Streamlines document creation and management processes.
Enables online sales and multi-channel business growth.
Apps and channels of Xpertdoc
its YouTube channel Experlogix has 185 subscribers and 30 videos.
Videos from Xpertdoc
The most watched videos on Xpertdoc's YouTube channel, Experlogix (185 subscribers). Click a video to play it here.
More on Experlogix.
Funding Insights of Xpertdoc
Xpertdoc has successfully raised a total of $1.73M through 1 strategic funding round. The most recent funding activity was a Series A round of $1.73 million completed in June 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.73M
- Total Rounds 1
- Last Round Series A β $1.73M
- First Round $1.73M
(Jun 2017)
- Investors Count 1
All 1 funding rounds of Xpertdoc with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2017 | $1.73M | Series A | β | β |
2 investors in total: 2 institutional.
Investors in Xpertdoc
Xpertdoc has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include BDC and Experlogix.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services for small and medium-sized enterprises are provided. | 1944 | bdc.ca | Montreal, Canada | |
CPQ software for sales teams | 1994 | experlogix.com | Salt Lake City, United States |
Investor details for Xpertdoc
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Xpertdoc
Xpertdoc has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include XperiDo.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Documents are created, managed, stored, and shared via XperiDo's platform. | xperido.com | Hamme, Belgium | 2012 | Feb 2018 | β’β’β’β’ |
Complete acquisition details for Xpertdoc
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
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- Exports
Verified entity values are shown only after access is granted.
Timeline of Xpertdoc
4 dated milestones of Xpertdoc across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Xpertdoc is founded.
- Funding First funding round of $1.7M.
- Acquisition Acquires XperiDo.
- Exit Acquired by Experlogix.
Competitors of Xpertdoc
Xpertdoc operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Box, Dialpad, Twilio, Acquia and M-Files, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| box.com | 2005 | Redwood, United States | $692.63M | – | AI-based platform for secure collaboration and content management is utilized. | |
| dialpad.com | 2011 | San Ramon, United States | $475.91M | 119 | Cloud-based unified communication solutions including voice and video are provided. | |
| twilio.com | 2008 | San Francisco, United States | $239.77M | 231 | Cloud-based omnichannel communication and customer engagement platform is utilized. | |
| acquia.com | 2007 | Boston, United States | $173.5M | 78 | AI powered digital experience and customer data management platform | |
| m-files.com | 1989 | Plano, United States | $125.52M | 118 | Documents are managed and automated for enterprise knowledge work. | |
| pandadoc.com | 2011 | San Francisco, United States | $69.81M | 181 | Document workflows are automated and managed for sales teams. | |
| front.com | 2013 | San Francisco, United States | $203.22M | – | Front is recognized as a customer service software provider. | |
| ma.tt | 2005 | San Francisco, United States | – | – | Automattic is engaged in developing web and messaging solutions. | |
| conga.com | 2006 | Broomfield, United States | $140.09M | 266 | Contract lifecycle management is facilitated via a cloud-based platform. | |
| podium.com | 2014 | Lehi, United States | $440.35M | 808 | Online reviews are collected and managed through a cloud-based platform. |
Detailed competitors of Xpertdoc
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Xpertdoc
The website of Xpertdoc (xpertdoc.com) receives about 6.7K visits a month.
- Monthly visits6.7K
▼ 50.4% vs previous month
Websites whose visitors overlap most with Xpertdoc. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
afalinasoft.com | afalinasoft.com | 100% | – | – | β |
excelwriter.softartisans.com | excelwriter.softartisans.com | 100% | – | – | β |
| assistancesoftware.com | 94% | – | – | View details | |
weblogs.asp.net | weblogs.asp.net | 92% | – | – | β |
| knowledgelake.com | 92% | 4.6K | #3,930,379 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 8 similar websites and full traffic analytics for Xpertdoc
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Xpertdoc
Complete news archive for Xpertdoc
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Xpertdoc
10 companies that operate in the same segment as Xpertdoc (Collaboration & Community Tools), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based omnichannel communication and customer engagement platform is utilized. | 2008 | San Francisco, California, United States | USD 239.77 M | USD 5.07 B | 5,540 | |
AI-powered platform manages marketing creatives and customer journeys. | 1982 | San Jose, California, United States | – | USD 23.77 B | 30,710 | |
AI powered customer experience management software | 2001 | Pleasanton, California, United States | USD 344.39 M | USD 477.22 M | 1,531 | |
Product experience is managed through cloud-based analytics and feedback tools. | 2013 | Raleigh, North Carolina, United States | USD 468.19 M | – | – | |
Automated usability testing and feedback for mobile experiences is provided. | 2007 | San Francisco, California, United States | USD 148.5 M | USD 21.68 M | 557 | |
A cloud-based platform is utilized for creating customizable surveys. | 1999 | Palo Alto, California, United States | USD 694 M | – | – | |
AI-powered loyalty management software is offered for enterprises. | 2008 | Bengaluru, Karnataka, India | USD 239.1 M | USD 78.34 M | 571 | |
Cloud-based business process management suite solutions are delivered. | 2010 | San Mateo, California, United States | USD 872.56 M | USD 838.81 M | 4,400 | |
Real-time communication and conversational AI solutions are provided by Agora. | 2014 | Guangzhou, Guangdong, China | USD 55 M | USD 141.43 M | 608 | |
SaaS platform enables digital adoption and customer self-service. | 2013 | San Jose, California, United States | USD 265.51 M | USD 52.03 M | 836 |
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Frequently Asked Questions about Xpertdoc
Xpertdoc was founded in 2000 and raised its 1st funding round 17 years after it was founded.
Xpertdoc is headquartered in Terrebonne, Canada. It is registered at Terrebonne, Quebec, Canada.
Xpertdoc is a funded company, having raised a total of $1.73M across 1 funding round to date. The company's 1st funding round was a Series A of $1.73M, raised on Jun 2017.
Xpertdoc provides customer communications management(CCM) software, technology, training and services for the insurance, government, financial and manufacturing industries. Allows clients to create, manage and deliver personalized communications across the entire customer lifecycle through various channels such as web, SMS, email and print. Its Template Designer offers tools to create responsive templates, complex workflows, data-driven Smart Forms and powerful graphics using Microsoft Word. Other solutions include document migration, digital signature, forms management and secure file exchange. Clientele includes Aviva, Camargo, Cuna Mutual Group, Husky, CGI and others.
Xpertdoc offers CPQ Software, Document Automation, and Digital Commerce.
Xpertdoc has made 1 acquisition, including XperiDo.
Xpertdoc has 2 investors. Key investors include BDC, and Experlogix.
Yes. Xpertdoc was acquired by Experlogix in December 2020.

