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.Request a Free Trial
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.Request a Free Trial
|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 Xpertdoc 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, Xpertdoc can support implementations of any size.