Xpertdoc for SugarCRM
Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.
Simplified, optimized document generation for SugarCRM
Xpertdoc for SugarCRM lets you build and run any document generation, approval, delivery, and storage process that leverages data from Sugar, Xpertdoc’s web-based Smart Forms and external data sources. Whether your organization requires simple or complex document flows, your business-process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps – without programming.
A powerful solution for business users
Unlimited data sets
Multiple data sets – SugarCRM, ERP, CPQ, ECM, user input, XML, and other data sources – can be created and combined in document templates. Xpertdoc for Sugar conveniently loads the module structure of the CRM platform, enabling users to create SugarCRM data sets in a few clicks.
Advanced document design
Xpertdoc for SugarCRM comes with the Xpertdoc Template Builder, a Microsoft Word add-in that allows users to easily create dynamic, data-driven and sophisticated document templates, and configure complex workflows and business rules.
Conditional document flows
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
Quick flow execution
Role-based flow selection
Centralized management console
Xpertdoc for SugarCRM 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.
Ready to leverage the power of Xpertdoc?