The most feature-rich platform on the market

Everything you need to create, send and sign documents from your CRM.

Full creative control

Design templates in Microsoft Word, Excel and PowerPoint — the tools you already know — with no limits on layout or styling.

Works inside SugarCRM and Salesforce across every module, including custom ones. Create and sign documents from anywhere in your CRM.

Sign face to face or remotely, with signing events recorded back into your CRM in real time. Flexidocs checks the number of signers before sending.

Build templates in Word, Excel or PowerPoint and output in the same format, or convert to PDF before sharing.

Conditional sections, repeating sections, calculations and field formatting built right into your templates.

Create many documents from one request — handle large batches in a single click.

Prompt users to enter or confirm values each time a document is generated — from a personal note to required field checks.

A quoting engine for SugarCRM 7 with pricebooks for different regions or customers, tied into e-signing for quote acceptance.

HelloSign, Adobe Sign and DocuSign supported. Switch providers without changing your templates or process.

Browse fields from your modules and related records, then click to copy the tag straight into your template.

Calculate line totals, quote totals and taxes on the fly, and show sections based on your own logic.

Filter and select records from a list, generate a document for each and combine them into one — ideal for mail-outs.