Sales, SugarCRM, Microsoft Dynamics, Salesforce
June 23, 2021
Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the benefits of document automation and see a 4-part demonstration of Xpertdoc within SugarCRM. To view only the demo, please see our other video titled "Xpertdoc Document Generation Demo".