CRM Online is a leading provider of cloud-based Customer Relationship Management solutions in the Asia Pacific region. CRM Online is the developer of Flexidocs, a document generation, electronic signing and collaboration platform for SugarCRM and Salesforce.com.

Flexidocs is 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. These can then be emailed or shared with the customer or sent directly for electronic signing. All key signing events are captured back into the CRM in real time and can be used to quickly identify where a signing process is up to and the final signed contract is automatically stored back into the CRM.

By automating this process, Flexidocs reduces the number of processes associated with generating documents for customers, partners or even internal stakeholders. This process reduces administration time and provides a much improved customer experience when singing contracts and collaborating on documents and quotes. In addition to a more streamlined and accurate document management system, Flexidocs also creates an environment that increases compliance and reduces the legal risk of document storage and signing. Flexidocs has a number of notable features that are aimed to improve the document and contract management system of a company. These include: full creative control, interactive fields and configurable workflow, multi-format support, mass generation, dynamic templating and merge field wizard.