Sugar enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

Meet wDocs: 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
  • Proposals
Watch a Demo
wDocs: Sugar Document Automation

W-Systems Knows Sugar

As a Top 5 Worldwide and Elite designated SugarCRM partner we have deployed Sugar to 100's of organizations. We are business analysts and developers, and we want to make Sugar fit your organization like a glove. Put us to the test, we love a challenge.

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We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog

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wDocs costs $120 per year per license (min. 10 users) plus installation

20+ Years of Happy Clients

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

Latest Articles

15 Reasons for 15 Years: Why W-Systems Loves Sugar

June 18, 2019   •   9 minute read

Take a look below at 15 reasons why we love Sugar featuring employees from our sales, professional services, development, support, and marketing departments. Read More »

Your Slam Dunk on User Adoption

April 3, 2019   •   6 minute read

If you're still a non-mobile Sugar user, now's the time to up your game! Find out how to increase user adoption and enrich data with SugarCRM Mobile. Read More »

Document Automation in SugarCRM: PDF Manager and wDocs

March 7, 2019   •   4 minute read

Learn about Sugar's out-of-the-box PDF Manager and wDocs, our Document Automation solution for Sugar and see which one is the best for your business. Read More »

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Training & Events

Introduction to SugarBPM/Advanced Workflow

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Jul 23

Working with Sugar Studio

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

Jul 25

Sugar New User Training

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

Aug 01

Sugar Administration - Essentials (Multi-Day)

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

Aug 20
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Recent Releases

wDocs April 2019 Update

Released on April 26th, 2019

The April 2019 update to wDocs addresses issues found in previous versions.

wDocs March 2019 Update

Released on March 26th, 2019

The March 2019 update to wDocs includes a Sugar 9 compatible version, added template builder and addresses issues found in previous versions.

wDocs February 2019 Update

Released on February 27th, 2019

The February 2019 update to wDocs includes a Help view and addresses issues found in previous versions.

View all
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