Create documents in Microsoft Dynamics CRM
Create great looking documents with two or three clicks in Microsoft Dynamics CRM. Or create, save and deliver documents as part of a fully automated workflow process.
|
Automatically store and deliver generated documents
Save documents as attachments to notes or activities in Microsoft Dynamics CRM or store them in Microsoft SharePoint. Print and e-mail your documents.
|
E-sign your generated documents
Do you have documents that need to be signed? XperiDo integrates with the leading DocuSign Digital Transaction Platform for electronic signing.
|
Great template design and management capabilities
Non-technical people can create the greates templates with the XperiDo Template Design Add-in for Microsoft Word. The options are countless: mapping, loping, grouping, conditional text and lay-out, barcode and image conversion, e-signatures, translations.
|
Server-side document creation, on prem or in the cloud
XperiDo is a server-side document creation solution. It's robust, easy to manage and scalable for small business up to enterprise. The XperiDo server can be hosted on premises or in the cloud.
|
Certified by Microsoft and recommended by many
XperiDo is Certified for Microsoft Dynamics (CfMD), that is the highest level of certification that Microsoft grants to third party solutions for Dynamics. It is the preferred document generation tool for hundreds of Microsoft Dynamics CRM partners and users arund the world.
|
