Xpertdoc for SugarCRM
Provide your SugarCRM users with powerful document automation capabilities enabling the generation, delivery and storage of better documents, faster.
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.
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.
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.
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.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo or to get a free trial.