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.
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
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
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
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