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 $80 per year per license (min. 10 users) plus installation

20+ Years of Happy Clients

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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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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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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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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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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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Great Coding and Good Service!

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.

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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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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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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.

Latest Articles

Your Slam Dunk on User Adoption

April 3, 2019

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

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

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

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Training & Events

Sugar Showcase: 2019 Sugar Product Roadmap

Sneak peek into the SugarCRM Product Roadmap

Apr 23

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.

Apr 30

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.

May 02

Sugar New User Training

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

May 09

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.

May 14
View all events

Recent Releases

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.

wDocs December 2018 Update

Released on December 27th, 2018

The December 2018 update to wDocs includes enhanced functionality related to currency and addresses issues found in previous versions.

View all
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