Xpertdoc for SugarCRM

Provide your SugarCRM users with powerful document automation capabilities enabling the generation, delivery and storage of better documents, faster.

SugarCRM Integration

Document Automation in a Single Click

Xpertdoc for SugarCRM lets you build and run any document process that leverages data from Sugar, Xpertdoc’s web-based Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents with the click of a button.

Powerful and User-friendly Features

Xpertdoc for SugarCRM features powerful tools that make the generation, management, delivery, and storage of business-critical documents effortless. And we offer flexible deployment options, such as on-premise or in a public or private Microsoft Azure cloud, as well as secure Single Sign-On (SSO) authentication to meet the specific requirements of your organization.

Xpertdoc Content Manager - Folder Structure

Centralized Management Console

Xpertdoc for Sugar includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights in adoption, usage and performance.

Multiple Data Set Types

The embedded Data Set Builder loads the module structure of the Sugar platform, enabling users to easily create multiple types of data set – standard SugarCRM, user input and XML – that can be combined in document templates.

Xpertdoc Smart Flows - Multiple Data Sets
Xpertdoc Smart Flows - Conditional Flows

Conditional Document Flows

In the Flow Builder, users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Tasks with attached documents, and storing generated documents in Xpertdoc Content Manager or the Sugar Document module.

Document Storage Directly in SugarCRM

Users can create a new record in Sugar’s Document module and attach a generated document. The document can be related to any other SugarCRM record in a sidecar module triggering the flow execution.

Xpertdoc for SugarCRM - Document Storage
Xpertdoc for SugarCRM - Quick Flow

Quick Flow Execution

From any sidecar module, users can use the Xpertdoc Quick Flow dropdown to start pinned document flows. Alternatively, flows can be selected and started from our intuitive, step-by-step Flow Execution panel.

Role-based Flow Selection

Flow selection can be filtered by security role to ensure that sales representatives, for instance, can only select and start document flows that are relevant to their role. This helps eliminate delays and errors associated with sending the wrong documents.

Xpertdoc for SugarCRM - Roles

Useful Resources on Xpertdoc for SugarCRM

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Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo or to get a free trial.