Check out our resources below

Installation Guide for SugarCRM

Need help getting your Flexidocs system up and running for SugarCRM? Feel free to get in touch, or just use this installation guide to get up and running and generating and signing your first documents quickly.

Learn more

Configuring Hellosign for Electronic Signing

Are you looking to use Hellosign for your eSigning platform? Get your step by step installation instructions here.

Learn more

Configuring Docusign for Electronic Signing

Are you looking to use Docusign for your electronic signing solution? Click here for how to integrate this with the Flexidocs platform.

Learn more

Creating Document Templates for SugarCRM

This howto guide takes you through the process of selecting your variables and creating your document templates, step by step.

Learn more

Using Conditional Sections in your Documents

One of the powerful features of Flexidocs is the ability to have conditional sections within your document. This article shows you how to achieve that in your documents.

Learn more

Using Number Formatters in your Documents

If you would like to control the formatting of your numbers, this article shows you how this can be done.

Learn more

Creating and Uploading Templates with Flexidocs

Learn how to create and generate beautifully designed MS Word document templates using Flexidocs for SugarCRM.

Electronic Signing in Flexidocs

Overview of Electronic Signing with Flexidocs for SugarCRM