Xpertdoc for SugarCRM Pricing

Find out our recommended software pricing and the powerful features available with each Xpertdoc Business and Xpertdoc Enterprise editions.

SugarCRM Integration

The Right Edition for Your Document Needs

Xpertdoc for SugarCRM comes in 4 different editions designed to meet your organization’s specific needs, at any given time in your digital transformation journey.

If you are a Sugar consultant or reseller, learn more about our Global Xpertdoc Partner Program and the additional pricing benefits associated with our three partnership opportunities.

Standard
You are a small or medium-sized company looking to digitize some of your document processes.
$14
€12
£10.50
$19
$18
per user per month
Edition* includes:
  • Minimum of 5 users
  • Up to 6,000 generated documents per year
  • Shared server
  • Standard support
This package can be upgraded to a maximum of 50 users and a maximum annual document count of 6,000.
Premium
You are a medium-sized company looking to digitize document processes, data capture and/or document management.
$29
€25
£22
$40
$37.50
per user per month
Edition* includes:
  • Minimum of 10 users
  • Up to 12,000 generated documents per year
  • Shared server
  • Standard support
This package can be upgraded to a maximum of 100 users and a maximum annual document count of 60,000.
Ultimate
You are a medium or large-sized organization looking to digitize document processes, data capture and/or document management on-demand or in bulk.
Contact us for a quote
Edition* includes:
  • Minimum of 30 users
  • Up to 60,000 generated documents per year
  • Dedicated or on-premise infrastructure
  • Extended services options available
This package can be upgraded to an unlimited number of users and a maximum annual document count of 600,000.
You are a large-sized enterprise looking to optimized document processes, data capture and/or document management as part of your on-going digital transformation.
Contact us for a quote
Tailored edition:
  • Scalable to number of users and generated documents based on specific needs
  • Dedicated or on-premise infrastructure
  • Extended services options available

* Editions are based on an annual subscription model.

Software Pricing and Options

Standard Premium Ultimate Enterprise
Additional Users Contact us
Additional user (price per user per month)
$14
€12
£10.50
$19
$18
$14
€12
£10.50
$19
$18
Contact us
Additional Document Packages
5,000 documents
-
$1,200
€995
£900
$1,600
$1,500
-
25,000 documents
- -
€2500
$3,000
£2,250
$4,000
$3,750
Additional Connector Options
Optional/Subject to Applicable Cost
DocuSign, Sertifi, OneSpan Sign or Adobe Sign
Xpertdoc Extended Business Cloud – Light (unlocks Smart Forms and Content Manager)
- - -
Xpertdoc Extended Business Cloud – Full (unlocks Smart Forms, Content Manager, Document Services, Xpertdoc Template Designer Template Execution)
- - *
Service Deployment and Project Setup
Infrastructure
Shared Shared Dedicated Dedicated
Hosting
Multi-tenant (hosted by Xpertdoc) Multi-tenant (hosted by Xpertdoc) Private (hosted by Xpertdoc) or on-premise Private (hosted by Xpertdoc) or on-premise
Environment setup (dev, UAT, staging, production)
1 production 1 production, 1 non-production 1 production, 4 non-production Determined based on specific needs
Optional/Subject to Applicable Cost
Multi-server production setup (load balance, failover)
- -

* Included in edition plan without additional cost.

Software Features Overview

Standard Premium Ultimate Enterprise
Core Functionality
Manage your project with data sets, templates and flows in the Xpertdoc Smart Flows Project Console
Start flow executions with user input from the Flow Execution Panel
Edit templates (Smart Flows Project) with the Xpertdoc Template Builder for Microsoft Word
Edit templates (Template Manager) with the Xpertdoc Template Designer for Microsoft Word
SugarCRM Integration
Start flow executions from the Sugar user interface
Start flow executions from a Sugar workflow
Create Notes and Tasks in Sugar with attached documents
Store generated documents in the Sugar Document module
Data Capture
Merge Sugar data in documents (all modules)
Merge user input data in documents
Merge external data in documents (schema data sets, data from URL)
Connectors
Store documents on fileserver (FTP, FTP over SSH, WebDAV, Windows share)
Print documents (local printer or Google Cloud Print)
Email generated documents (SMTP)
Start flow executions from external code (REST API call)

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.