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Webinar: Document Merge in wMobile Desktop for GoldMine Register
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.
wDocs is W-Systems’ document automation tool that enables Sugar users to:
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.
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.