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If you had a penny for every time you struggled to create the perfect document with crucial information and data from your CRM, you would be in Forbes Top 500 by now! The same goes for our team at W-Systems, but we have a trick up our collective sleeve: wDocs’ new Excel exporting features!
Our enhancement builds upon Sugar’s out-of-the-box spreadsheet generation capabilities with custom templates support and quick access. With wDocs, you can create and export complex, presentation-quality reports in XLSX format from Sugar. Read on to find out how!
wDocs includes an intuitive Template Builder tool, which was designed to help users build their spreadsheet templates. Once you install wDocs on your Sugar instance, you can find the extension and the Template Builder in your Sugar’s footer.
Use the Template Builder to copy and paste appropriate fields in an empty Excel spreadsheet and create your custom template, in several easy steps.
To create and export documents as Excel files, select one or more records in List View in your module of choice, or go to Record View and use the Merge Document action.
Select which document template to use for merging record information. You can differentiate file formats by looking at your template’s extension.
Once the document merge is complete, a pop-up will appear in the wDocs widget in the footer.
This is the last and easiest step you have to follow before you can use your newly created Excel files.
Click the document icon to download your spreadsheet.
This is the finished result for the Accounts record used in this example.
While the example we used in this article is fairly simple, note that your templates can be as complex as you need them to be!
While Sugar includes some document automation tools, wDocs extends its capabilities and enables you to easily create Word, Excel, or PDF files with just a couple of clicks! If you want to get a closer look at what wDocs can do for you and your business, don’t hesitate to schedule a one-on-one meeting with one of our sales reps. They have all the answers you need!