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.

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 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 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 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.

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 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.

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.

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 Resources

wDocs - Datasheet

Download this datasheet to learn about wDocs' core capabilities.

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wDocs - Installation and Use Guide

Need help installing and using wDocs? Download our in-depth Guide!
 

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wDocs Online Manual

Our wDocs Online Manual 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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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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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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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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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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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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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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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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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.

Latest Articles

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

October 14, 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 13, 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 »

15 Reasons for 15 Years: Why W-Systems Loves Sugar

June 18, 2019   •   9 minute read

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 »

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Training & Events

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Oct 15

SugarConnection 2019 - Paris

Connect with the Brightest Minds in Customer Experience

Oct 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.

Oct 29

Sugar New User Training

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

Oct 29

Sugar Reporting

This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar

Oct 31

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.

Nov 05

SugarConnection 2019 - Mexico City

Connect with the Brightest Minds in Customer Experience

Nov 06
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Recent Releases

wDocs April 2019 Update

Released on April 26th, 2019

The April 2019 update to wDocs addresses issues found in previous versions.

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.

View all
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