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Document Automation within Sugar

wDocs enables you to merge information from any module in Sugar into presentation-quality documents.

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wDocs: Sugar Document Automation

wDocs: Sugar Document Automation

Meet wDocs: Sugar Document Automation

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.

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wDocs Benefits

Quickly Generate Documents

With a few clicks, you can merge multiple records' data in a single quality document.

Multiple Document Formats

wDocs can export your documents in Word, Excel, or PDF format.

Intuitive Template Builder

wDocs includes an intuitive template builder to get you started and generate documents.

eSignature Support

With wDocs and our DocuSign integration, you can easily send contracts for review and signage.

Polished Microsoft Word Documents in SugarCRM

Create Polished Microsoft Word Documents Natively from Sugar

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.

Merge SugarCRM records from any module into Microsoft or PDF documents

Merge Information from any Combination of Modules

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.

Merge SugarCRM records from related modules

Merge Multiple Records from Related Tables

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.

Mass merge records from SugarCRM list views

Mass Record Merge from Module List Views

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.

Create local or SugarCRM documents

Merge to Your Local Computer as a Sugar Linked Document

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.

Merge SugarCRM records to Microsoft Word documents and auto convert to PDF

Merge Using Microsoft Word Template and Auto-Convert to PDF

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.

Merge multiple SugarCRM records into a single document.

Generate Labels

This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates.

Document Template Builder

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.

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Supported Platforms

SugarCloud

Sell, Serve, Enterprise, Professional: 10.0.x

On-Premise

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.

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.

Visit our Blog

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 Resources

wDocs - Datasheet

Download this datasheet to learn about wDocs' core capabilities.

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wDocs Document Automation for SugarCRM User Guide

wDocs User Guide

Our wDocs Guide provides in-depth information about installation, usage, and even provides examples of document templates.

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W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

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

20+ Years of Happy Clients

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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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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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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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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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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 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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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 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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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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Training & Events

Use Sugar Data to Easily Generate Complex Documents

In this webinar, we showcase a brand new wDocs feature that allows you to add Sugar formulas, to your document templates, without having to create any new Sugar fields.

Oct 07
Sugar University

How to Use Sugar Sell

This course is designed to provide a basic introduction to Sugar Sell for end-users.

Recent Releases

August 28, 2020

wDocs August 2020 Update

The August 2020 update to wDocs includes support for Sugar Q3 2020 (10.1).

July 30, 2020

wDocs July 2020 Update

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.

View All Releases
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