The XperiDo document creation solution for Microsoft Dynamics CRM is exactly what you need if you want to create professional documents from Microsoft Dynamics CRM. It is far more powerful than CRM’s standard Mail Merge capabilities and far less complex than native SSRS reporting.
- Direct document creation from within Microsoft Dynamics CRM or Dynamics 365: Create professional documents with just a few clicks or quickly create, save and deliver the documents with automated default settings with just one click.
- Auto-storage and delivery of documents: Automatically save documents as attachments with notes or task activities in Microsoft Dynamics; store documents in Microsoft SharePoint; auto-print or e-mail your documents.
- Digital signing: XperiDo integrates with the DocuSign Digital Transaction Platform. It auto-signs documents with your e-signature then notifies other parties via email with a link to your document.
- Template design and management capabilities: Create extraordinary templates in Microsoft Word using the XperiDo Template Design Add-in. Supports mapping, looping, grouping, conditional text, e-signatures, translations and barcode & image conversion.
- Server-side document creation, on premises or in the cloud: XperiDo is robust, scalable and easy to manage. The XperiDo server can be hosted on premises or in the cloud.
XperiDo is a powerful, yet easy-to-manage solution for all your document generation needs. Suitable for all businesses, from SME to large Enterprises.