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.
Comprehensive Data Collection
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‑paste. Experlogix supports deep relationships across modules, so documents reflect complete, current context.
The Result:
More accurate documents, fewer data‑entry errors, and faster cycles that scale from individual teams to enterprise‑wide operations.
Simplified Storage & Management
Automate storage by attaching generated documents to Sugar’s Documents module and relating them to any record. Centralizing files inside Sugar creates a single source of truth for content and activity.
The Result:
Organized, traceable document history, less time spent searching, and clearer more streamlined governance.
Fast, Code‑Free Flow Execution
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.
The Result:
Shorter turnaround times, fewer handoffs, and faster user adoption.
Automated Document Flows
Design conditional flows to attach generated documents to Sugar records, create notes with attachments, send emails, and track communications, all inside Sugar.
The Result:
Thorough, consistent, data‑driven documents produced faster, so teams spend less time, filtering, downloading, copy/pasting and more time on work that drives revenue.