XperiDo for Sugar is a server-side document generation solution, fully integrated with Sugar. It is without any doubt the most complete and powerful third party add-on to automate document creation for Sugar.
Create documents with two clicks in Sugar
Create, save and deliver great looking documents in a matter of two or three clicks from the any Sugar module.
Automatically store and deliver generated documents
Save your generated documents in the Sugar Documents module. Print and e-mail your documents.
E-sign your generated documents
Do you have documents that need to be signed? XperiDo integrates with the leading DocuSign Digital Transaction Platform for electronic signing.
Great template design and management capabilities
The XperiDo Template Design Add-in for Microsoft Word makes it easy for business users to design and maintain templates. It comes with step-by step wizards to map CRM fields from any entity or related entity, create conditional content and lay-out, loops, nested loops, barcodes, QR-codes, dynamic images, e-signatures, content translations, and much more.
Server-side document creation, on prem or in the cloud
XperiDo is a server-side document creation solution. It is robust easy to manage and capable of supporting any implementation size, from small business to enterprise. The XperiDo server can reside on premises or in the cloud (private or public).