<\/a><\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.27.5″ _module_preset=”default” custom_padding=”30px||20px|20px|false|false” custom_padding_tablet=”|0px||0px|false|false” custom_padding_phone=”20px|0px|||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”https:\/\/experlogix.com\/wp-content\/uploads\/DA4.webp” title_text=”DA4″ show_bottom_space=”off” _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”||30px||false|false” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”xpl-section-80″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”off|tablet” module_class=”xpl-row-none xpl-row-no-col-pad xpl-eq-gap-row-safe” _builder_version=”4.27.6″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”|0px|||false|false” animation_style=”zoom” hover_enabled=”0″ global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”||” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding_last_edited=”off|phone” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text module_class=”xpl-row-bottom-40″ _builder_version=”4.27.6″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” custom_margin=”||||false|false” custom_padding=”||||false|false” animation_style=”zoom” hover_enabled=”0″ header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content” custom_padding_last_edited=”on|phone” sticky_enabled=”0″ custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false”]<\/p>\n
Comprehensive Data Collection<\/h4>\n
Collect the right data from any SugarCRM module, (Accounts, Contacts, Opportunities, Cases, and custom modules) along with their related records, then feed it into your templates without manual copy\u2011paste. Experlogix supports deep relationships across modules, so documents reflect complete, current context.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_padding_tablet=”” custom_padding_last_edited=”on|desktop” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” custom_css_main_element_last_edited=”on|desktop” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″ custom_padding_phone=””][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” background_color=”#F3F8FD” custom_padding=”20px|20px|20px|20px|true|true” hover_enabled=”0″ header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
![\"\"](\"https:\/\/experlogix.com\/wp-content\/uploads\/Experlogix-Icons-Trophy-Indigo-300x300.png\")
<\/h4>\nThe Result:<\/h4>\n
More accurate documents, fewer data\u2011entry errors, and faster cycles that scale from individual teams to enterprise\u2011wide operations.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”xpl-section-none” _builder_version=”4.27.5″ _module_preset=”default” background_color=”#F3F8FD” background_image=”https:\/\/experlogix.com\/wp-content\/uploads\/Experlogix-Pie-Slice-White.svg” background_size=”custom” background_image_width=”74%” background_position=”top_right” background_horizontal_offset=”-14%” background_vertical_offset=”77%” custom_margin=”||120px||false|false” custom_padding=”0px||0px||false|false” border_radii=”on|10px|10px|10px|10px” locked=”off” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ module_class=”xpl-row-40 xpl-eq-gap-row-safe xpl-row-no-col-pad” _builder_version=”4.27.6″ _module_preset=”default” width=”100%” custom_padding=”|40px||40px|false|true” animation_style=”zoom” hover_enabled=”0″ custom_css_main_element=”margin:auto;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|desktop” custom_css_main_element_tablet=”||” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding_last_edited=”off|phone” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text module_class=”xpl-row-bottom-40″ _builder_version=”4.27.5″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Simplified Storage & Management<\/h4>\n
Automate storage by attaching generated documents to Sugar\u2019s Documents module and relating them to any record. Centralizing files inside Sugar creates a single source of truth for content and activity.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” background_enable_color=”off” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|phone” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=” ” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” background_color=”#FFFFFF” custom_padding=”20px|20px|20px|20px|false|true” hover_enabled=”0″ header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
<\/h4>\nThe Result:<\/h4>\n
Organized, traceable document history, less time spent searching, and clearer more streamlined governance.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”xpl-section-80″ _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ locked=”off” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”off|phone” module_class=”xpl-row-none xpl-row-no-col-pad xpl-eq-gap-row-safe” _builder_version=”4.27.6″ _module_preset=”default” width=”100%” animation_style=”zoom” hover_enabled=”0″ global_colors_info=”{}” custom_css_main_element_last_edited=”off|desktop” custom_css_main_element_tablet=”||” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″ custom_css_main_element=” “][et_pb_column type=”1_2″ _builder_version=”4.27.5″ _module_preset=”default” custom_padding=”0px||||false|false” custom_padding_tablet=”|40px|||false|false” custom_padding_phone=”|0px|||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text module_class=”xpl-row-bottom-40″ _builder_version=”4.27.5″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Fast, Code\u2011Free Flow Execution<\/h4>\n
Launch pinned document flows directly from any Sidecar module using the Quick Flow dropdown, no code or IT support required. Users start key steps from the record where work happens, or from the guided Flow Execution panel.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding_last_edited=”off|phone” hover_enabled=”0″ custom_css_main_element=”margin:auto;” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”padding-bottom:40px!important;” custom_css_main_element_phone=”padding-bottom:40px!important;” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” background_color=”#F3F8FD” custom_padding=”20px|20px|20px|20px|true|true” hover_enabled=”0″ header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
<\/h4>\nThe Result:<\/h4>\n
Shorter turnaround times, fewer handoffs, and faster user adoption.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”xpl-section-none” _builder_version=”4.27.5″ _module_preset=”default” background_color=”#F3F8FD” background_enable_image=”off” background_size=”custom” background_image_width=”74%” background_position=”top_right” background_horizontal_offset=”-14%” background_vertical_offset=”77%” custom_margin=”||120px||false|false” custom_padding=”0px||0px||false|false” border_radii=”on|10px|10px|10px|10px” locked=”off” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” module_class=”xpl-row-40 xpl-row-no-col-pad xpl-eq-gap-row-safe” _builder_version=”4.27.6″ _module_preset=”default” width=”100%” custom_padding=”|40px||40px|false|true” animation_style=”zoom” hover_enabled=”0″ global_colors_info=”{}” custom_css_main_element_last_edited=”off|desktop” custom_css_main_element_tablet=”||” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” custom_padding_last_edited=”off|phone” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text module_class=”xpl-row-bottom-40″ _builder_version=”4.27.5″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Automated Document Flows<\/h4>\n
Design conditional flows to attach generated documents to Sugar records, create notes with attachments, send emails, and track communications, all inside Sugar.<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_padding_last_edited=”off|desktop” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” custom_css_main_element_last_edited=”off|tablet” custom_css_main_element_phone=” ” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” header_4_font=”–et_global_heading_font|600|||||||” header_4_font_size=”1.5rem” header_4_line_height=”1.9rem” background_color=”#FFFFFF” custom_padding=”20px|20px|20px|20px|true|true” hover_enabled=”0″ header_4_font_size_tablet=”1.3rem” header_4_font_size_phone=”1.3rem” header_4_font_size_last_edited=”on|tablet” header_4_line_height_tablet=”1.7rem” header_4_line_height_phone=”1.7rem” header_4_line_height_last_edited=”on|tablet” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
<\/h4>\nThe Result:<\/h4>\n
Thorough, consistent, data\u2011driven documents produced faster, so teams spend less time, filtering, downloading, copy\/pasting and more time on work that drives revenue.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_class=”xpl-section-10″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#F3F8FD” background_enable_mask_style=”on” background_mask_style=”diagonal-pills” width=”100%” width_tablet=”” width_phone=”99%” width_last_edited=”on|phone” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”|0px||0px|true|true” custom_padding_tablet=”|20px||20px|true|true” custom_padding_phone=”20px|20px|20px|20px|true|true” animation_style=”fade” hover_enabled=”0″ custom_css_main_element=”||margin-top:60px!important;” border_radii=”on|20px|20px|20px|20px” border_width_all=”1px” border_color_all=”rgba(12,33,76,0.06)” box_shadow_color_tablet=”” box_shadow_color_phone=”RGBA(255,255,255,0)” box_shadow_color_last_edited=”on|phone” locked=”off” global_colors_info=”{}” background__hover_enabled=”on|hover” background_color_gradient_direction__hover=”204deg” use_background_color_gradient__hover=”on” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_margin__hover_enabled=”on|desktop” custom_margin__hover=”||||false|false” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” module_class=”xpl-row-20 ” _builder_version=”4.27.6″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”20px|40px|20px|40px|false|false” custom_padding_tablet=”|10px||20px|false|false” custom_padding_phone=”30px|10px|30px|10px|true|false” animation_style=”fade” border_radii=”on|20px|20px|20px|20px” global_colors_info=”{}” custom_css_main_element_last_edited=”on|phone” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” custom_margin=”||23px|||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Ready to See Experlogix in Action?<\/h3>\n
Shorten sales cycles, increase average order\u2028values, and personalize interactions across the\u2028customer journey.[\/et_pb_text][et_pb_button button_url=”\/demo?product=Document%20Automation” button_text=”Request a demo” button_alignment=”left” button_alignment_tablet=”left” button_alignment_phone=”left” button_alignment_last_edited=”on|phone” _builder_version=”4.27.6″ _module_preset=”default” custom_button=”on” button_text_size=”1rem” button_text_color=”#F3F8FD” button_bg_color=”#0C214C” button_border_width=”1px” button_border_radius=”100px” button_use_icon=”off” custom_padding=”10px|1.6em|10px|1.6em|true|true” hover_enabled=”0″ custom_css_main_element=”line-height:1.3rem!important;” global_colors_info=”{}” button_text_size__hover_enabled=”on|hover” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#F3F8FD” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#0C214C” button_text_size__hover=”1.1rem” transform_scale__hover=”103%|103%” transform_scale__hover_enabled=”on|hover” button_border_width__hover_enabled=”on|hover” button_border_width__hover=”2px” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#0C214C” custom_css_main_element_last_edited=”off|desktop” custom_css_main_element_tablet=” ” background__hover_enabled=”on|desktop” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Powerful Document Generation for SugarCRM Simplify and automate the creation, delivery, and storage of data-driven documents. Build and run any document generation, approval, delivery, and storage with no limitations on the data you can use and combine in your business documents from SugarCRM. Five ways Experlogix adds value to SugarCRM \u2197Comprehensive Data Collection Collect the […]<\/p>\n","protected":false},"featured_media":343471,"parent":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"content_tag":[],"xpl_product_category":[44],"xpl_product_page_type":[86],"class_list":["post-338471","document-automation","type-document-automation","status-publish","has-post-thumbnail","hentry","xpl_product_category-document-automation"],"acf":[],"_links":{"self":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/document-automation\/338471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/document-automation"}],"about":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/types\/document-automation"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media\/343471"}],"wp:attachment":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media?parent=338471"}],"wp:term":[{"taxonomy":"content_tag","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/content_tag?post=338471"},{"taxonomy":"xpl_product_category","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_product_category?post=338471"},{"taxonomy":"xpl_product_page_type","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_product_page_type?post=338471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}