Bring your Documents to the Cloud with Document Automation

Add security, mobility, and ease of use to your document process.

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#1 Rated CRM Product

With Sugar, you get a simple user interface, industry-leading customer experience, and an intuitive customization platform. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use every day. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

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Send, Sign and Approve Documents from Wherever Life Takes You

DocuSign helps sales organizations close deals faster — anywhere in the world. DocuSign offers greater visibility into a deal’s status, the ability to collect information so you don’t need to rekey data and send out reminders, so you can spend more time selling and less time tracking down signatures. And it easily integrates into many of the leading CRM systems, including SugarCRM, Salesforce.com, Microsoft Dynamics CRM, NetSuite, and more.

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Meet uDocs: Sugar Document Automation

A common need among Sugar users is the ability to create letters, contracts, proposals, mailing labels, and forms. 

Meet wDocs, a tool to quickly create Microsoft Word templates that can be used to merge information from any module in Sugar into a presentation-quality document.

Sample documents include account profiles, casework orders, contracts, mailing labels, and proposals.

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Meet wDrive: Dropbox, Google Drive & OneDrive in Sugar

Organizations struggle with user adoption when their employees have to log in to too many platforms.

Manage your documents and customer relationships in one place with wDrive. The connectors to Dropbox, Google Drive, and OneDrive enable you to access your documents directly within Sugar in real-time.

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Featured Case Studies

Latest from our Blog

Best Practices for Customizing Sugar

By Valentin Bratulescu • December 12th, 2018

How would you customize Sugar for a school of super-coders training to fight the forces of bad customer experiences? Let's find out!

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Sugar Integrations: Best Practices and Identity Management

By Andrei Voiculescu • December 6th, 2018

There are many factors to consider when integrating with Sugar. Let's take a look at best practices and for building and improving upon your Sugar integrations.

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The Ultimate Guide to Planning Your SugarCRM Strategy in 2019

By Katie Liesmann • December 3rd, 2018

Take a look at four things to incorporate into your CRM strategy as we approach 2019: end-of-life dates, upgrades, optimization & user training and onboarding.

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How Military AutoSource Uses Sugar to Generate Better Leads

By Katie Liesmann • November 16th, 2018

One of those customers, Military AutoSource, spoke in a SugarCon session how they uses Sugar. Here’s their story!

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Sugar 7.9 End-of-Life and What it Means for You

By Katie Liesmann • November 13th, 2018

You've probably heard the term "End-of-Life". So what does Sugar 7.9 End-of-Life mean and what should you do about it?

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Sugar Showcase: Behind the Scenes at SugarCon 2018

By Roxana Rangu • October 26th, 2018

In this webinar, learn firsthand about the future Sugar product roadmap and get a riveting inside look at what happened at SugarCon 2018 in Las Vegas.

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Training & Events

Sugar Administration - Advanced (Multi-Day Class)

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Dec 11

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Dec 18

Introduction to Sugar for End Users

This live virtual class will provide you with the tools necessary to use Sugar as a new End User.

Jan 08

Sugar Reporting

This live-virtual class will teach you how to use Sugar's Reports module to run the reports you need quickly and efficiently.

Jan 10
Sugar University

What’s New in Sugar 8.1

Sugar 8.1 was released on July 10th, 2018. These resources will give you an overview and detailed information about what's new in this release.

Sugar University

What’s New in Sugar 8.0

Sugar 8.0 was released on April 25, 2018. These resources will give you an overview and detailed information about what's new in this release.