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.
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
Download this datasheet to learn about wDocs' core capabilities.Download
Need help installing and using wDocs? Download our in-depth Guide!
Our wDocs Online Manual provides in-depth information about installation, usage, and even provides examples of document templates.Learn More
wDocs costs $120 per year per license (min. 10 users) plus installation.
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.
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.
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!
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.
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+++
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.
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!
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.
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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You asked, we delivered — wDocs now includes a Template Builder so you can start generating documents from Sugar in no time! Read More »
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 »
Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.
Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.
This live virtual class will provide you with the tools necessary to use Sugar as a new End User.
This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar
The April 2019 update to wDocs addresses issues found in previous versions.
The March 2019 update to wDocs includes a Sugar 9 compatible version, added template builder and addresses issues found in previous versions.
The February 2019 update to wDocs includes a Help view and addresses issues found in previous versions.