What is Flexidocs?
Flexidocs allows users to generate contracts, quotes and letters with a single click in their CRM system, leveraging the power of the CRM metadata framework to automatically pull in fields and related records into a document, which can then be emailed or shared with the customer, or sent directly for electronic signing, which can be done on computer, smartphone or tablet. All key signing events are captured back into the CRM in real time and can be used to quickly identify where a signing process is up to, and the final, signed contract is automatically stored back into the CRM.
By automating this process, Flexidocs reduces the number of processes associated with generating documents for customers, partners, or even internal stakeholders. This process reduces administration time, and provides a much improved customer experience when singing contracts and collaborating on documents and quotes.
Automate your Quotes, Proposals, Contracts and Letters
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 allows you to print, email or send your proposals & contracts for electronic signing via Docusign, Hellosign or Adobe eSign, all with a single click.
Check out the Flexidocs workflow in the diagram below.
Seamlessly Integrated into your Favourite CRM
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.
The Flexidocs platform leverages the field and relationship metadata within your CRM to allow you to bring in ANY information that you require into your documents.
Powerful Document & Electronic Signing Workflow
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.
The in person signing provides support for ANY tablet or touch screen device, including:
- iPad signing
- Windows tablets
- Macbook touchpad signing
Remote signing allows your customers to sign from their computer, with the system capturing unique metadata to ensure that the signed contract is legally binding.
Finally, the signed document is captured in near real time back into your CRM, thereby removing human error and improving compliance.
Sophisticated Templating Engine
Flexidocs supports sophisticated templating capabilities, including conditional sections, repeating sections, calculations and field formatting macros. With support for:
- Built in and custom modules
- Direct module fields
- Related fields
- Related lists
- Dynamic Images
- Conditional section
- Formatting macros
- Dynamic calculations
- Looped data
You'll never be short of a solution to even your most complex document generation requirements.