User guides and demo videos
Everything you need to get set up and make the most of Flexidocs.
How-to guides
Installation guide for SugarCRM
Get Flexidocs running in SugarCRM and generate your first signed documents.
Learn more →Configuring HelloSign
Step-by-step setup for HelloSign electronic signing.
Learn more →Configuring DocuSign
Connect DocuSign to Flexidocs for electronic signing.
Learn more →Creating templates for SugarCRM
Pick your variables and build document templates, step by step.
Learn more →Using conditional sections
Show or hide parts of a document based on your data.
Learn more →Using number formatters
Control exactly how numbers appear in your documents.
Learn more →Videos
Creating MS Word templates
Flexidocs overview

