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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.

SugarCRM logo icon cube

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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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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Good Integrator to Work With

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.

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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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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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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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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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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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Simply Amazing!

W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.

Latest from our Blog

How to Generate Complex Reports with Sugar and wDocs

June 30th, 2020   •   5 minute read

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

4 Great New Capabilities for Sugar

June 5th, 2020   •   5 minute read

See 4 new Sugar enhancements in action that can help you automate and streamline processes, improve engagement, and integrate messaging.

Read More

How to Easily Export Excel Sheets from Sugar

February 13th, 2020   •   4 minute read

We updated wDocs, our document automation solution for Sugar, to enable exporting Excel files and allow you to create quality spreadsheets.

Read More

How to Improve Document Management and Automation in Sugar

February 4th, 2020   •   4 minute read

Learn how using document automation tools like wDocs can help you quickly reach your business goals for 2020.

Read More

Our 5 Sugar Tools to Boost Sales in 2020

January 22nd, 2020   •   4 minute read

It’s the new year and now is the perfect time to dive into our five favorite Sugar tools that will boost your sales in 2020.

Read More

How to Close More Deals This Year: 5 Must-Have Tools

January 17th, 2020   •   6 minute read

Discover the allies that we think you should include in your daily work routine to achieve your targets successfully.

Read More

Training & Events

Web Training

Admin Quick Start for Experienced CRM Administrators

This introductory course provides new Administrators who are familiar with other CRMs the skills necessary to start administering Sugar.

Recent Releases

June 28, 2020

wDocs June 2020 Update

The June 2020 update to wDocs includes a more detailed description of the wDocs Administration Settings and fixes to issues identified in previous versions.

May 28, 2020

wDocs May 2020 Update

The May 2020 update to wDocs includes the ability to load emails from a previewed account from the drill down drawer.

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