CHICAGO, IL--(Marketwired - September 20, 2016) - Technology Advisors Inc. (TAI) announces a new partnership with cloud-based Customer Relationship Management (CRM) solution, Flexidocs, to deliver seamless CRM document generation to its customers.
Flexidocs integrates with SugarCRM and Salesforce CRM programs, as well as all major eSignature platforms (Docusign, Hellosign, Adobe eSign) to automate and simplify the creation of complex documents.
The program allows users to build sophisticated Microsoft Office templates and then integrate those documents with their CRM and eSignature solutions without losing formatting or integrity. The flexible templates support mail merge, repeating sections, conditional sections, variable modifiers, and interactive fields. Documents can then be signed, emailed, or printed, with the results captured in the CRM in real-time. In addition, a pricebooks quoting engine is available for SugarCRM 7 users.
"This is the kind of product our customers get excited about," says Technology Advisors CEO, Sam Biardo. "Its ability to generate proposals and then provide eSignature is exactly what customers need. Streamlined document creation supports improved document & contract management, and accuracy, and reduces the selling process."
Earlier this year, Flexidocs was recognized as a 2016 Australian Business Awards 100 winner in the category of Technology Innovation. The recognition is given to business, innovation, and technology leaders.
"We are really excited to be partnering with Technology Advisors to bring a range of document automation benefits to customers," says Flexidocs CEO, Glenn Richmond. "Our team is continuously evolving the platform based on customer feedback, building in capability, and ensuring we continue to innovate as we come across common challenges. Technology Advisors is well placed to provide a deep level of strategic insight into how Flexidocs can benefit an organization, and we look forward to supporting them moving forward."
To learn more about Flexidocs, or to request a free trial of the software, visit the Technology Advisors' page at http://techadv.com/products/flexidocs.
About Technology Advisors
Technology Advisors is a global business and technology consulting company specializing in the development of Customer Relationship Management (CRM) processes and technology solutions. Since 1991, the company has helped more than 2,000 businesses increase sales, boost productivity, and improve profitability.
For more information, visit: techadv.com.
Flexidocs is a cloud-based document generation platform designed to integrate with a company's CRM (Customer Relationship Management) system to automate and streamline the process of document generation, and optionally, provide electronic signing and even real time collaboration around documents. Flexidocs allows users to generate contracts, quotes and letters with a single click in their CRM system. This leverages the power of the CRM metadata framework to automatically pull in fields and related records into a document.