RT SugarBoxRolustech
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XpertdocXpertdoc Technologies Inc.
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Related Products
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About
Access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers. With Box and Sugar integrated together, manage all documents and upload content to and from Sugar. RT SugarBox makes sure the communication between Sugar and Box is as secure as possible. With the implementation of OAuth 2.0, your files are transferred safely over HTTPS on each timely sync. With the plug n’ play nature of this module, copying tokens for integration is a thing of the past. Simply log into your Box account when installing SugarBox and instantly start syncing. Whenever you attach a document or file to a specific record in Sugar- be it a contact, an account, or a lead- SugarBox syncs the content to that specific record’s folder in the Box hierarchy. SugarBox makes sure you always have the right content in the right place.
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About
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Content Management platform for marketers or businesses
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Audience
Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$9.99 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRolustech
Founded: 2008
United Kingdom
rolustech.com/rtsugarbox/
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Company InformationXpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Enterprise Content Management (ECM) Features
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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Integrations
Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell
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Integrations
Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell
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