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Xpertdoc 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. Xpertdoc is a server-side solution that can run on-premise, in a private cloud, or in SaaS mode.

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Creating an Invoice Template with the Xpertdoc Template Designer

Watch this short video to see how easy it is to create an invoice template with the Xpertdoc Template Designer. Xpertdoc lets you enter your company and customer information using its Smart Form technology, to generate a personalized and engaging document in seconds.

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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 Xpertdoc 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, Xpertdoc can support implementations of any size. 

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