XperiDo for Sugar is an extension to Sugar 7.5 and 7.6 to automate the creation of documents. It is the most complete solution to generate and deliver documents with dynamic and conditional content and formatting, in no more than a couple of clicks straight from any Sugar list view or record view. XperiDo is a server-side solution that can run on-premise, in a private cloud, or in SaaS mode.Request a Free Trial
Latest Release Preview
- Fully integrated with SugarCRM
- 2-click document creation from module list view or record detail view in Sugar
- Document creation in multiple languages and any common format
- Dynamic template builder for Word
- Integrates with DocuSign for digital transactions & signatures
- On-site or cloud installation options
- Preview templates at any time with Sugar data
- Free online tutorials and training videos for customers
|XperiDo server component||✓||✓||✓|
|XperiDo Package for Sugar||✓||✓||✓|
|XperiDo Template Design Add-in for Microsoft Word||✓||✓||✓|
|Number of documents per month||unlimited||unlimited||unlimited|
|Telephone/e-mail support - number of tickets included||3||4||5|
|Start Service allowance (#days from installation date)*||30 days||45 days||60 days|
|Development studio and administration console||–||✓||✓|
|Multi environment support (DEV-UAT-PROD)||–||✓||✓|
|Physically or virtually separated PROD server**||–||–||✓|
Build spectacular templates without a single line of code via the XperiDo extension for Microsoft Word. Map CRM fields using the step-by-step wizard and create QR codes, e-signatures, content translations, and more.
Create documents in two clicks from any Sugar module, and then use the DocuSign integration to e-sign it.
Store & Deliver
Store your documents where you want, and e-mail, print, and e-sign them.
Server-Side Document Creation
Whether on-premise or in the cloud, Xperido can support implementations of any size.