Five Ways Xpertdoc Adds Value to SugarCRM

In business, managing documents can seem like a big ball of yarn. One reason companies of all sizes need and use a CRM (customer relationship management) system is to transform that ball of yarn into a solution that delivers the best customer experience (CX), drives sales, streamlines marketing emails, and keep customers coming back.

A solution like Sugar is known for its ability to help with management tools, unlocking areas of potential client revenue. Now that it’s integrated with Xpertdoc’s powerful document generation and document automation capabilities, it can rise to a new level of user accessibility, ease of use, and modern functionality.

Let’s say you are a sales representative, and it’s time for your customer to review a proposal, which also includes a final quote. The impatient customer wants the service or product as quick as possible and does not have time to come to your office to meet in person. With Xpertdoc for SugarCRM, you have the means to move fast.

Here are five ways Xpertdoc adds value to SugarCRM, making it a little sweeter for the CX:

1. “Drag and Drop” Capabilities

You can easily design your template from multiple data sets, using “drag and drop” functionalities. In the original Sugar, all the fields are hard coded in the template designer. If you aren’t a developer or IT person, you’d have to find one. Which isn’t good if you have an impatient customer.

2. Ability to Pull Data from Multiple Sources

Before, the only data source available would be Sugar, which is limiting when creating a template for document generation. With Xpertdoc’s capabilities, you can assemble data from various sources – such as plumbing and electrical suppliers – from other enterprise systems, or even Sugar, which would be handy if this were a repeat customer.

3. Pictures Tell a Thousand Words

Renovation work is obviously visual. To be as specific as possible, you want to include a few images in your contract to show types of parts and where the work exactly will be done. In Sugar, images were limited to the header of the quote table. With Xpertdoc’s capabilities, you can add images where it makes sense, as you describe the work to be done. Narrating your work plan with images boosts the CX.

4. Options for Sending

Introducing more format options for sending. With Sugar, you were limited to sending in .PDF files. These days, people expect more and want to be able to easily see documents on mobile devices. Xpertdoc opens that door, so you can send your documents via email, SMS, or HTML.

5. Digital Signatures, the Best Thing Since Sliced Bread

Talk about a time saver. With Xpertdoc, your impatient customer does not have to make an appointment and drive to an office to sign papers. She can now do that on her phone in a matter of seconds. Two points for the CX!

To learn more about Xpertdoc’s document generation and document automation solutions, sign up today for a free 30-day trial and follow us on Twitter: @xpertdoc@pamelavelentzas

Xpertdoc Adds Value to SugarCRM

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc