Xpertdoc for SugarCRM
Provide your SugarCRM users with powerful document automation capabilities enabling the generation, storage and delivery of better documents, faster.
Document Automation in a Single Click
Xpertdoc for SugarCRM lets you build and run any document creation, generation, storage, and delivery process leveraging data from Sugar and external sources such as web forms and schema data sets. Whether your organization requires simple or complex document flows, business process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and defining wizard-driven logic between these steps.
Creating Compelling Customer Documents, Better and Faster
With the click of a button, business users can create the most compelling quotes, contracts, invoices, reports, correspondence, or any other business documents, guided through optimized post-processing, approval, delivery, and archiving paths to efficiently engage with customers via their preferred delivery channel.
Powerful yet User-Friendly Features
Xpertdoc for SugarCRM features powerful tools that make the generation, storage and delivery of business-critical documents effortless. And we offer flexible deployment options, such as on-premise or in the public or private Microsoft Azure cloud, to suit the specific needs of your organization.
Modern, Responsive User Interface
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.
Automated Document Flows
In the Xpertdoc Smart Flow Builder, users can visually build and deploy simple or complex automated document flows – from initial trigger to final delivery of one or more documents – that contain various steps, such as sending generated documents by email (as body or attachments), to a print service or for e-signature via a variety of platforms, creating Notes and Tasks with attached documents, and storing generated documents in 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; it appears in the Document subpanel of the record.
Quick Flow Execution
From any sidecar module, SugarCRM 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 user 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.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo or to get a free 30-day trial.