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

Release RoundUp: Sugar 8.3

By Katie Liesmann • February 12th, 2019

The latest release of Sugar, Sugar 8.3 or Winter '19 is a cloud-only release that has some awesome updates. Here’s our Release RoundUp for Sugar 8.3!

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Ultimate SugarCRM Planning Guide for 2019

By Roxana Rangu • February 6th, 2019

Is your CRM 2019-ready? Find out how to create an annual plan for your instance of SugarCRM.

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Five Questions to Ask Your Sales Team to Improve Marketing’s Contribution to Sales Pipeline

By JP Rastrullo • February 4th, 2019

Marketing should enable sales to be successful. Learn five questions to ask your sales team to help them improve marketing's contribution to sales pipeline.

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Advanced Reporting in SugarCRM

By Mitchell Ross • January 2nd, 2019

There is one feature in Sugar Enterprise that, while very useful, is rarely used: Advanced Reports.

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Sugar Showcase: How to Get 10 Sugar Customizations for Free

By Roxana Rangu • December 26th, 2018

In this webinar, see how to go beyond Sugar’s out-of-the-box features and streamline your team’s daily CRM workflow with our collection of Sugar customizations.

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A Deep Dive Into Data Privacy in SugarCRM

By Alexandra Voiculescu • December 18th, 2018

For anyone involved in data security, including developers or IT, understanding data privacy architecture is now more important than ever.

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Training & Events

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Feb 19

Sugar Showcase: Shorten Your Sales Cycle with Document Automation

How to sell smarter and boost your revenue with document automation.

Feb 19

DestinationCRM Webcast: What’s Your CRM’s IQ?

On 2/26, join us for our upcoming webinar where you'll learn how to identify your CRM’s strengths and weaknesses and improve the ROI of your CRM.

Feb 26

Sugar New User Training

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

Feb 28

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.

Mar 05

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.

Mar 07
Sugar University

What’s New in Sugar 8.3

Sugar 8.3 was released on January 14th 2019. This video will give you an overview of the new features and functionality available in this release.

Sugar University

What’s New in Sugar 8.2

Sugar 8.2 was released on October 9th, 2018. These resources will give you an overview and detailed information about what's new in this release.

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