Document Generation & Automation with Xpertdoc

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the benefits of document automation and see a 4-part demonstration of Xpertdoc within SugarCRM. To view only the demo, please see our other video titled "Xpertdoc Document Generation Demo".

Posted in:

,

,

Microsoft Dynamics

,

Let's keep in touch

This recording is from a past event. Submit the form below to be notified of upcoming SugarCRM events.

Related Videos

SugarCRM

[CLIP] Integration Enhancements in SugarCRM Version 12

May 13, 2022

Learn about the new integration enhancements within SugarCRM Version 12 updates.

SugarCRM

[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12

May 13, 2022

Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.

SugarCRM

[CLIP] UI/UX and Administrative Enhancements in Sugar Version 12

May 13, 2022

Learn about UI/UX and Administrative Enhancements in SugarCRM Version 12 via this clip.

SugarCRM

[FULL RECORDING] SugarCRM User Group Version 12 Updates

May 12, 2022

Learn about the newest additions to Sugar’s version 12 release! What changed between version 11.3 and this version? What do the version 12 changes mean for on-premises users? Watch now to learn more!

SugarCRM
,
Sugar Sell

Project Constellation: Sugar 12 License Conversions

March 30, 2022

SugarCRM introduced Project Constellation in March of 2022 to convert SugarCloud Professional and Enterprise customers to Sell Advanced and trade on-premises Professional licenses for Enterprise. Our customer success manager explains what this means and how it will affect both cloud and on-premises users.