Intellidocs seamlessly pushes SugarCRM data to beautiful custom templates. Fill out forms and proposals instantly, rather than spending hours manually filling out documents. Save hours of time by generating your documents with Intellidocs. Instantly create proposals, forms, contracts and more, right from SugarCRM. Create documents in multiple file types; MS Word, PowerPoint, Excel or PDF. Intellidocs also supports all major online signing platforms, such as DocuSign, which eliminates the need to print and scan.

1. Intellidocs:
Better looking documents,
right from SugarCRM

2. Presenters
Sonja Fridell,
Executive VP at BrainSell
Glenn Richmond,
CEO & Founder
CRM Online

3. About BrainSell
• Trusted technology advisor based in Boston,
MA
• Non-biased consultant representing a variety of
CRM, ERP, and marketing platforms
• 21 years of successful implementations
• Core focus on consulting before software

4. Agenda
About
Demo
How to select the template you'd like to use
How to create a document out of SugarCRM
How to send the document for a signature
Pricing
QA

6. A
About
How does it work?
Intellidocs makes use of
the underlying CRM
metadata to intelligently
merge, loop through and
include conditional
information in your very
own pre formatted
document templates.

7. How easy is it to set-up a new document?
The platform itself requires no coding, with
document templates all set up in Microsoft
Word, Powerpoint or Excel, with a merge field
library available in Intellidocs that provides
the user with the merge field values (tags) to
place in the template for ease of document
generation.

8. Setting Up a New Document
1. Select ‘View Merge Field Variables’ to view your Modules Fields and the fields of
ANY related Module

9. Setting Up a New Document
2. Paste your values into your Microsoft Word Template
Your average
document takes
minutes to build!
★ Full creative control
over your design
★ Documents obey
formatting rules
including page
breaks
★ High Quality PDF
Output

10. Dynamic Templating
In addition to pulling
basic fields from your
CRM, Intellidocs also
supports:
★ If/then statements so
you can create
conditional sections
★ For-loops so you
can loop through
your data and print
out multiple records
★ Formatting macros

11. Adding Your Document to your Document Library
3. Once you have completed
building your document, you
just need to upload this to
your Intellidocs Library, and
select which module the
document should be available
under.
Refreshing your SugarCRM
system, you should now have
your new document available
for merging and downloading!

12. Merge Multiple Documents
The Intellidocs platform allows
for the mass generation of
documents from any object
within the user’s CRM platform,
allowing users to create and
send multiple documents
simultaneously.

13. Sending a Document for E-Signing
Intellidocs supports all three of the major electronic signing platforms
so you have choice of which platform will best suit your needs and requirements.
★ Streamline the sending of contracts - prepare and send with a flew clicks
★ Track the status of all documents sent from within the CRM
★ Capture signing events back into your CRM in REAL TIME
★ Automatically capture the signed contract back into your CRM

15. Intellidocs Timeline Widget in SugarCRM
The Intellidocs Timeline Widget
provides contextual near real-time
updates on document updates and
shows a history of your merges:

16. Demo

17. Pricing Chart

18. Q&A

19. Thank You!
Follow up questions can be directed to:
Kate Priddy
kpriddy@brainsell.net
(978) 887-3870 ext 205
Sonja Fridell,
Executive VP at BrainSell
Glenn Richmond,
CEO & Founder
CRM Online