Check out some of our features below
Flexidocs allows you to design your documents using the tools that you're familiar with - Microsoft Word, Excel and Powerpoint. Incorporate any design in your document that you would use in your usual documents without restriction.
Flexidocs integrates seamlessly into both the SugarCRM and Salesforce CRM platforms, with full support for all modules, including custom modules. Create and sign documents from anywhere within your CRM.
Full support for both in person and remote signing, with signing events captured in real time back into your CRM. Flexidocs understands the number of signers required and validates this prior to triggering the eSigning process.
Full support for Microsoft Powerpoint, Word and Excel for designing your templates, and output in any of those formats, or convert to PDF before sharing with clients.
Flexidocs supports sophisticated templating capabilities, including conditional sections, repeating sections, calculations and field formatting macros.
Flexidocs supports generating multiple documents from a single request, allowing you to streamline large numbers of documents in a single click.
Flexidocs offers the ability to include interactive fields that prompt users to enter or confirm values on each document generation. This could be a quick personal note to a customer above a form, or it could be a process that forces the confirmation of key field values prior to a document being generated.
Flexidocs offers a powerful quoting engine for SugarCRM 7 customers, which incorporates pricebooks, a feature allows users to leverage different pricing rules for different regions, or customers. Flexidocs then handles the generation of the quote documents, and ties neatly into eSigning platforms to complete the quote acceptance process.
Flexidocs offers support for Hellosign, Adobe eSign and Docusign, meaning that customers have a platform agnostic solution that supports all major eSigning platforms. If you decide that one solution doesn't work for you, you can switch seamlessly to another eSigning platform without changing your document templates or process.
When it comes to creating your templates, it should be easy, right? Our variable wizard provides a simple tool that allows you to browse the variables in your modules, related lists and related fields, and simply click on them to copy the appropriate tag to the clipboard for pasting into your templates.
The Flexidocs platform allows you to create sophisticated calculations and formulas within your system, which allows you calculate line and quote totals, include conditional sections based on sophisticated logic, and calculate taxes on the fly in your document templates.
Our multi-record document wizard allows you to filter your records from the list view, select which records you'd like to include, and then have Flexidocs generate a document for each of those records, and combine them into a single document. This is ideal if you need to generate a lot of letters at once for printing and mailing, for example.