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features
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support

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Description

A feature-rich Sugar plugin that empowers salespeople by visually representing Sugar records. This seamless integration allows you to track and locate Sugar Accounts, Leads, and Contacts in Google Maps. RT SalesMap is a sales data visualizer. The plugin retrieves records from three modules, i.e. The plugin displays Accounts, Contacts, Leads on Google Map. The Sugar records are used to determine the location of the results on the map. You can customize your search to suit your needs. RT SalesMap provides custom search criteria to ensure the best possible match results. Filter your records by choosing different fields and their respective values. You can save specific module search criteria to be used in future searches. Validate your addresses using RT SalesMap. This plugin was created to extract addresses from Sugar and identify geocoded and ungeocoded addresses.

Description

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sugar Sell Yes 
Adobe Acrobat Sign No 
Docusign No 
Google Maps Yes 
Microsoft 365 No 
Microsoft Dynamics 365 No 
OneSpan Sign No 

Integrations

Sugar Sell Yes 
Adobe Acrobat Sign Yes 
Docusign Yes 
Google Maps No 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
OneSpan Sign Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Rolustech

Founded

2008

Country

United Kingdom

Website

www.rolustech.com/rtsalesmap/

Vendor Details

Company Name

Xpertdoc Technologies Inc.

Founded

2000

Country

Canada, with subsidiaries in the United States and Belgium

Website

www.xpertdoc.com

Product Features

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

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