Provide your SugarCRM users with powerful document generation features that simplify and automate the creation, delivery and storage of data-driven documents.

Powerful Document Automation for Your Business Users

Our document automation software allows you to create both simple and complex document templates without programming. 

Experlogix Document Automation Features

Experlogix Document Automation empowers business users to streamline and automate document creation and delivery while simplifying document management.

Consistently deliver high-quality, engaging documents with dynamic templates that pull data from your CRM, ERP or other system.

Leverage Experlogix Smart Forms to collect user data that can be inserted into a generated document. Smart Forms are responsive, web-based or embedded data capture forms that enable your users or customers to easily enter and submit information electronically.

Experlogix’s Content Manager is a secure and structured repository that facilitates and accelerates the management, storage and retrieval of digital assets – PDF forms and documents, logos, images, and multimedia content.

Experlogix offers secure connections with DocuSign, Sertifi, OneSpan Sign, and Adobe Sign, enabling you to capture in minutes trusted electronic signatures on your business documents and accelerate transaction times.

As sales representatives configure a quote or order, Experlogix CPQ verifies accuracy in real-time, instantly providing intelligent feedback via pop-up messages and color coded highlights.

Barnabas Foundation Creates Exceptional Donor On-boarding and Experience

Client Story

Barnabas Foundation Creates Exceptional Donor On-boarding and Experience

Request a Demo

Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation Software in action.