SugarCRM
Document Automation for SugarCRM
Powerful document generation for SugarCRM to simplify and automate the creation, delivery, and storage of data-driven documents.
Powerful No Code Document Automation for Your Business
Create both simple and complex document templates without programming.
Powerful document generation for SugarCRM to simplify and automate the creation, delivery, and storage of data-driven documents.
Turn-key Integration
Experlogix Smart Flows integrates seamlessly with SugarCRM to allow you to easily choose which Sugar Modules are Smart Flows enabled. Manually trigger flows from any Sidecar Module in Sugar with a single click.
Unlimited Data Collection
Collect data from all Sugar modules, with an unlimited degree of relationship between the modules. Combine your SugarCRM data with other data sources to create detailed documents.
Quick Flow Execution
Access the Experlogix Document Automation’s “Quick Flow” dropdown from any sidecar module to start pinned document flows. Alternatively, flows can be selected and started from the intuitive, step-by-step Flow Execution panel.
Automated Document Flows
Build automated document flows that contain conditional steps to store a generated document as an attachment to a Sugar record, create notes with attached documents, or send emails and keep track of sent emails in Sugar.
