XperiDo for Sugar is an extension to Sugar version 8 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.
Telephone/e-mail support - number of tickets included
Start Service allowance (#days from installation date)*
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.