Glenn Richmond

Flexidocs for SugarCRM (formerly Intellidocs)

Blog Post created by Glenn Richmond on Apr 19, 2016


Powerful Document Creation, Electronic Signing and Document Collaboration Platform for SugarCRM

Flexidocs allows users to generate contracts, quotes and letters with a single click in their CRM system. Flexidocs will automatically pull the data from your system and compile it into a document which is ready to be sent and signed on a smart phone or tablet. This is then captured back into your CRM in real time so you always know where your important documents are being stored. Not only does this save time, but it also increases compliance of your documents by reducing human error!

What makes Intellidocs Different?

  • Native cloud platform, minutes to create and sign your first document
  • Sophisticated template engine supports mail merge, repeating sections, conditional sections, variable modifiers, interactive fields
  • Support for PDF, Word, Excel and PPT
  • Signing events captured in real time across 3 major signing platforms
  • End to end partner platform empowering partners to manage their customers


Help put us on main stage at SugarCon 2016!! Vote for us to win "Community Favorite" by clicking the "Like" button in the upper right hand corner now! To learn more about our app, visit our listing on SugarExchange: SugarExchange: Flexidocs (formerly Intellidocs)