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SugarCRM enables businesses to create customers for life with the world’s first intelligent, no touch customer experience (CX) platform. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.
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 presentation-quality documents.
With a few clicks, you can merge multiple records' data in a single quality document.
wDocs can export your documents in Word, Excel, or PDF format.
wDocs includes an intuitive template builder to get you started and generate documents.
With wDocs and our DocuSign integration, you can easily send contracts for review and signage.
Easily and automatically generate documents your users need from Sugar. Examples of files can include (but are not limited to) letter templates, NDA agreements, letter quote, Statement of Work, Account Visit Planning Report and more.
The document automation module can merge any module related data from Sugar into a predefined Word template. For instance, from the Accounts module, quickly generate a contract or letter template.
Create documents with merges of data from one-many relationships. For instance, when merging a document from the Account module, include information from the related contacts or meetings modules for the account.
From Sugar list views, select multiple records to create multiple merge documents. When in the Accounts list view, select multiple accounts and generate a merge of address labels or letter templates for those accounts.
Keep all documents within your Sugar instance as a linked document instead of downloading to your local computer. The file then will be accessible by anyone within Sugar. wDocs will merge and directly attach the merged document as a linked document in Sugar.
Once your Microsoft Word Template is uploaded, you can choose between downloading the final merged file as either an MS Word or PDF document. Design your templates in Word but output directly to PDF formatting.
This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates.
Easily create your own formatted Google Docs or Microsoft Word documents from module or related module fields. You can also quickly generate tables and format various field types including date, boolean and text.
Sell, Serve, Enterprise, Professional: 10.0.x
Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.x*, 10.0.x
*Note: W-Systems regularly updates wDocs and introduces new features for the latest Sugar versions. Deprecated versions of wDocs compatible with older Sugar releases may lack some of the features listed on this page.
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.
We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.Newsletter Sign Up
wDocs costs $120 per year per license (min. 10 users) plus installation.
The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!
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.
Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.
W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.
W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.
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!
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.
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.
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.
Learn how to use wDocs’ latest merge function based on Sugar Logic formulas and create state-of-the-art reports in a matter of minutes!Read More
Learn how using document automation tools like wDocs can help you quickly reach your business goals for 2020.Read More
Discover the allies that we think you should include in your daily work routine to achieve your targets successfully.Read More
Users will build a working integration using procedures, adapters and common resources.
The July 2020 update to wDocs adds the ability to use Sugar Logic formulas in document templates, emailing merged files in SugarBPM processes, and more.
The June 2020 update to wDocs includes a more detailed description of the wDocs Administration Settings and fixes to issues identified in previous versions.