Optimize your document workflows with Experlogix Document Automation for SugarCRM. Seamlessly integrated with SugarCRM, this solution empowers business users to easily build, automate, and optimize document processes, enhancing productivity and document quality while reducing IT dependence. With powerful features like Quick Flow execution, conditional document flows, and a centralized management console, Experlogix helps you deliver personalized, accurate documents faster and more efficiently.
What You’ll Learn:
- How Experlogix Document Automation integrates with SugarCRM to streamline document workflows.
- Key features like Quick Flow execution, conditional document flows, and centralized management.
- How to generate high-quality, personalized documents with minimal delays and errors.
- Benefits of using Experlogix to increase productivity and reduce IT dependence.
Why Download This Data Sheet?
- Discover how to improve document management with seamless SugarCRM integration.
- Learn about advanced features like conditional flows and centralized management.
- Understand how to enhance document quality and speed with automated workflows.
- Get insights into optimizing document processes and improving overall productivity.
Download the Data Sheet today to explore how Experlogix Document Automation for SugarCRM can transform your document generation!
Seamlessly integrated with SugarCRM, Experlogix Document Automation empowers your business users to easily build and automate simplified and optimized document processes from your environment.
Leverage Accurate Data from Across and Beyond SugarCRM
With a single click, you can combine data from multiple sources across and beyond SugarCRM to build and run any document generation, approval, delivery, and storage process. Experlogix Document Automation for Sugar has no limitations on the data you can use and combine in your business documents.
Key Features
- Loop (grouping, filtering, sorting)
- Conditions based on user input
- Conditional formatting
- Field format (date, time, number, currency, etc.)
- Re-usable styles for date, time, number, etc.
- Dynamic integration of images from sources
- Append existing documents (.doc, .docx, PDF, etc.)
- Calculations
- Calculations and calculate pseudo-fields
- Chart generation and insertion
- Bar code and QR code
- Multi-language support
- Composed templates (header, footer, body, inserts)
- Template versioning with comments and rollback
- 19 document formats
- Print to a local printer
- PrintNode
- Preview and approval process
- Flow execution reporting
- Smart Flows visual flow builder
- Workflow management (third party workflow tool req.)
- Preview and approval workflow
- Manual or automatic flow triggers
From any sidecar module, users can use the Experlogix Document Automation’s Quick Flow dropdown to start pinned document flows. Alternatively, flows can be selected and started from our intuitive, step-by-step Flow Execution panel.
In the embedded Flow Builder, visually build automated document flows that contain conditional steps, such as sending generated documents by email, to network printer or via an E-sign platform. Create Notes and Tasks with attached documents and store generated documents in the Sugar Document module.
Experlogix Document Automation for SugarCRM includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights into adoption, usage and performance.
Users can create a new record in Sugar’s Document module and attach a generated document. The document can be related to any other SugarCRM record in a sidecar module triggering the flow execution.
