Xpertdoc for SugarCRM

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

Optimized, Automated Document Flows

Xpertdoc for SugarCRM lets you build and run any document process that leverages data from Sugar, Xpertdoc’s web-based Smart 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 – without code.

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Document Automation in 3 Easy Steps

Immersed into the SugarCRM experience, business users can leverage Xpertdoc’s powerful features to complete automated document processes in 3 easy steps.

1. Prepare

Connect your data from Sugar, Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager or any core system, to your document templates created with the Xpertdoc Template Builder.

2. Generate

Using Xpertdoc Smart Flows, generate through automated flows containing conditional steps data-driven and compelling business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

3. Deliver

Deliver your generated documents via a wide range of options and channels – store in the Sugar Document module or Xpertdoc Content Manager, create Notes and Tasks with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Dynamic, Data-driven Template Design

The Xpertdoc Template Builder add-in for Microsoft Word gives you the tools to create dynamic, data-driven templates and configure complex workflows and business rules, so you can efficiently generate highly personalized and professional documents with accurate data, content, branding, and format.

Useful Resources on Xpertdoc for SugarCRM

Five Ways
Xpertdoc Adds Value
to SugarCRM

Xpertdoc for SugarCRM –
Better, Faster Document Automation for SugarCRM

Barnabas Foundation Creates Exceptional Donor On-boarding and Experience

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

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