How to Improve Document Management and Automation in Sugar

Thanks to wDocs’ easy-to-use template builder, users can quickly create document templates and use them to generate new documents. Once you create a template and upload it to Sugar, you can use it indefinitely.

Improve Internal Document Management Capabilities

wDocs allows you to easily merge documents using personalized templates, so it also facilitates document management. wDocs lets you create and merge various types of documents, directly from Sugar. Here are a few great use cases for your new document automation tool:

• Easily generate letter templates from the Contacts module;
• Quickly generate NDAs for contact records;
• Create a statement of work, a contract, or an order from opportunities;
• From the Accounts module, you can pull out an Account Visit Planning Report, which not only lets you manage internal documents quickly, but it also allows you to plan more efficiently.

Proper implementation and adoption of document automation tools can also streamline and improve collaboration between different departments within your company. Document automation tools allow you to standardize internal documents and the document creation process, ultimately saving your teams' time, energy, and resources.

Work On the Go and Gain Flexibility

In today's business context, having the possibility to work on the go and elude the limitations posed by working in an office is mandatory. Obviously, a CRM tool that works seamlessly with mobile devices is key, but so is having a flexible document automation tool that transfers its flexibility into your workers' lives and schedules.

wMobile for SugarCRM is W-Systems’ flexible app for Sugar users that enables your teams to work on the go and harness wDocs’ power of document automation and generation. No matter your employee’s device of choice they will be able to enjoy the same features and flexibility offered by wDocs for desktop users, with just a couple of taps.

Key Takeaways

It has been proven that document automation enforces higher productivity rates company-wide. Get in touch with us for more information, or tips and tricks that will help you make the most of Document Automation!