xperido for sugar

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.

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Quoting with XperiDo

How does XperiDo work inside SugarCRM to help you create and manage quotes? Our 5 minute demonstration shows you the highlights. 


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Editions Standard Premium Ultimate
XperiDo server component
XperiDo Package for Sugar
XperiDo Template Design Add-in for Microsoft Word
Composed templates
Dynamic fields
DocuSign option option option option
Number of documents per month unlimited unlimited unlimited
Self-service support
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**

Design Templates

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. 

Generate Documents

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. 

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Find out more from our software experts

(847) 655-3400