XperiDo Server-side Document Creation

XperiDo Server-side Document Creation

Server-side Document Creation Platform


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.

Features and Benefits

Two-click document generation

The greatest looking documents are only two clicks away from any module list view or record detail view in Sugar. Simply select your XperiDo template and your document will be created on the fly, merging in data from your selected Sugar record and any related modules. Create your documents with dynamic names, in multiple languages and in any common document format.

View All Features
Microsoft Word based template design

The XperiDo template design Add-in for Microsoft Word turns your familiar word processor into a dream-come-true for template designers. Adding an extra ribbon toolset and a mapping pane, it allows any Word user to create awesome templates. <ul><li>Make content and lay-out conditional</li> <li>Loop over related module data to create lists and tables</li> <li>Group items per category and create filters</li> <li>Do calculations and more expressions</li> <li>Dynamically insert pictures, barcodes and QR-codes</li> <li>Insert content snippets from Word documents, PDFs and webpages</li> <li>Create translated versions to support multiple language variants of your templates</li> <li>Preview your templates at any time with relevant Sugar data.</li></ul>

View All Features
DocuSign e-Signature Integration

Include DocuSign digital signatures in your XperiDo-generated documents to start a digital transaction straight from Sugar. No more printing, signing, scanning and e-mailing to get your documents signed. Just a simple click on the XperiDo button to launch a digital signature transaction on the trusted DocuSign platform.

View All Features
Available on prem or in the coud

XperiDo is a server-side solution. Templates, data definitions, services and assets are all stored in the central repository of the XperiDo server. That makes it an easy to manage and powerful document generation solution. The server component can be installed on premise, but you can also use XperiDo as a fully managed cloud service.

View All Features

Two-click document generation

The greatest looking documents are only two clicks away from any module list view or record detail view in Sugar. Simply select your XperiDo template and your document will be created on the fly, merging in data from your selected Sugar record and any related modules. Create your documents with dynamic names, in multiple languages and in any common document format.

Microsoft Word based template design

The XperiDo template design Add-in for Microsoft Word turns your familiar word processor into a dream-come-true for template designers. Adding an extra ribbon toolset and a mapping pane, it allows any Word user to create awesome templates. <ul><li>Make content and lay-out conditional</li> <li>Loop over related module data to create lists and tables</li> <li>Group items per category and create filters</li> <li>Do calculations and more expressions</li> <li>Dynamically insert pictures, barcodes and QR-codes</li> <li>Insert content snippets from Word documents, PDFs and webpages</li> <li>Create translated versions to support multiple language variants of your templates</li> <li>Preview your templates at any time with relevant Sugar data.</li></ul>

DocuSign e-Signature Integration

Include DocuSign digital signatures in your XperiDo-generated documents to start a digital transaction straight from Sugar. No more printing, signing, scanning and e-mailing to get your documents signed. Just a simple click on the XperiDo button to launch a digital signature transaction on the trusted DocuSign platform.

Available on prem or in the coud

XperiDo is a server-side solution. Templates, data definitions, services and assets are all stored in the central repository of the XperiDo server. That makes it an easy to manage and powerful document generation solution. The server component can be installed on premise, but you can also use XperiDo as a fully managed cloud service.

Create, save and deliver great looking documents in seconds

With XperiDo it doesn't take more than two or three mouse clicks to create a great looking document. Personalized sales, service and even marketing documents can be produced in seconds,stored in the related document module, and delivered by e-mail.

Optimize document content and lay-out consistency

A professional approach to document creation entails optimal template management. XperiDo allows you to stay in maximum control of your documents' lay-outs, corporate identity, and re-usable content blocks.

Make your documents more engaging

XperiDo empowers you to personalize your documents to and help you deliver the right message in the right language to the right person. It facilitates communications and transactions, and can even prepare your generated document for electronic signing.

Support

Phone Support: +32 5252 2770
Support Email: support@invenso.com
Support Knowledge Base: http://support.xperido.com

Terms & Conditions

Terms of Service: http://xperido.com/buy/legal-documents
Privacy Policy: http://xperido.com/privacypolicy

Resources

Please where we're going to have PDF and what not

Similar Apps

RO Enablement
CallidusCloud CPQ - Configure, Price, Quote
Grow
Centraya
Call Manager CTI Connector
Hootsuite