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Webinar: Document Merge in wMobile Desktop for GoldMine Register

Use Sugar Data to Easily Generate Complex Documents

by Roxana Rangu on October 9, 2020

3 minute read

Want to learn how to quickly merge data from any module and generate presentation-quality documents in Sugar?

In this webinar,  we showcased brand new features for wDocs, our document automation solution for Sugar, that allow you to add Sugar formulas and conditionals to your document templates and get your results directly in the document, without having to create any new Sugar fields.

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about wDocs, please feel free to contact us.

What is wDocs?

wDocs is W-Systems’ document automation tool that enables Sugar users to:

  • Easily generate letters, contracts, proposals, and more with data from your Sugar records
  • Combine information from multiple modules
  • Export documents as Word or PDF files
  • Merge data from records en masse
  • Easily create document templates

Use Sugar Data to Easily Generate Complex Documents

Use Sugar Data to Easily Generate Complex Documents Q&A

Can we restrict the use of the template builder just to an authorized user?

The template builder only helps to copy the syntax for Sugar fields and it’s available to anybody who is interested in creating a template. If you have any concerns about it, send us a note and we can consider it.

When a signed document comes back from DocuSign, can that trigger a SugarBPM action?

Yes. When a document is signed using DocuSign eSignature, and it is pushed into Sugar with our DocuSign Connector, it creates a new document record which can be used to trigger a BPM process.

What is the pricing for wDocs?

wDocs costs $120 per year per license for a minimum of 10 users plus installation. If you do have questions about the pricing structure of wDocs or any particular use case that you have, please reach out to us and we’d be happy to schedule a meeting with you.

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