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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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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The Entire Team Works Hard

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!

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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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Excellent Experience Implementing SugarCRM

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.

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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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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.

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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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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.

Latest Articles

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 »

Shorten Your Sales Cycle with Document Automation

February 27, 2019   •   4 minute read

Find out how to reduce document turnaround time by 80% and boost your revenue in 2019 by combining CRM and document automation. Read More »

Read our blog

Training & Events

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.

Jun 25

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.

Jun 27

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.

Jul 09
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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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