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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: 9.3.x

On-Premise

Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.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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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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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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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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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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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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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.

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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 from our Blog

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

How CRM Could Have Saved Ursula’s Demise In ‘The Little Mermaid’

October 14th, 2019   •   6 minute read

Take a look at three ways Ursula could have been “Ruler of all the Oceans” with the help of Sugar and W-Systems Sugar add-ons and integrations.

Read More

How to Quickly Create Documents in Sugar Using wDocs’ New Template Builder

August 13th, 2019   •   4 minute read

You asked, we delivered — wDocs now includes a Template Builder so you can start generating documents from Sugar in no time!

Read More

Training & Events

Sugar University

Getting Started with Roles, Permissions, & the iFrame

In this course you'll learn the essentials of Sugar Market roles & permissions.

Recent Releases

January 27, 2020

wDocs January 2020 Update

The January 2020 update to wDocs addresses an issue related to events not being cleared from the Info panel.

December 30, 2019

wDocs December 2019 Update

The December 2019 update to wDocs includes the ability to see emails sent via wDocs in the Emails subpanel.

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