Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Provide Outstanding Support with Sugar Serve Register
Webinar: Increase User Productivity and Integrate Slack with Sugar Register
SugarCRM has always focused on providing users with a modern and user-friendly standardization of documents. Creating templates is no exception. In this blog post, we explain what Sugar provides out-of-the-box when it comes to document automation and how wDocs can supplement that.
The PDF Manager is Sugar’s out-of-the-box tool used to generate and manage templates for generated PDF files for any custom or standard Sugar module. The PDF Manager enables companies to standardize and brand their documents. It also allows Sugar users to add new document templates, such as billing letters, applications, agreements, shipping slips, and order forms. Here are some of the features that come with Sugar’s PDF Manager:
While Sugar’s out-of-the-box PDF Manager can be enough for some businesses who don’t need too many document templates with any special formatting in Sugar, it has its limitations - the template editor takes some getting used to if you have used other tools (such as Microsoft Word, Excel, or their Google counterparts) to produce documents so far. It also lacks more complex document automation features, such as using Advanced Workflows or generating multiple documents using the information from a large number of Sugar records.
With that being said, let’s have wDocs enter the ring, and take a look at how our Document Automation solution for Sugar stands out against Sugar’s PDF Manager.
Our Document Automation add-on for Sugar enables Sugar users to generate document templates using Microsoft Word or Excel. To add any new templates, in Sugar, all you need to do is to upload a .docx or .xlsx file in Sugar, mark it as a wDocs template and select the module where the template is going to be used. Here are some of the ways wDocs differs from the PDF Manager:
Sugar’s PDF Manager is a nifty tool if you’re just starting to get used to document creation in the CRM. If your focus is on exporting documents in multiple formats with information in multiple modules, wDocs is the way to go.