Sugar enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

Meet wDocs: Sugar Document Automation

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 a presentation-quality document.

Sample documents include:

  • Account Profiles
  • Casework orders
  • Contracts
  • Mailing labels
  • Proposals
Watch a Demo
wDocs: Sugar Document Automation

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

20+ Years of Happy Clients

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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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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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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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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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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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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 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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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.

Latest Articles

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 »

Your Slam Dunk on User Adoption

April 3, 2019   •   6 minute read

If you're still a non-mobile Sugar user, now's the time to up your game! Find out how to increase user adoption and enrich data with SugarCRM Mobile. Read More »

Read our blog

Training & Events

Sugar Administration - Essentials (Multi-Day)

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

Aug 20

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.

Aug 27

Sugar Reporting

This live-virtual class will teach you how to use Sugar's Reports module to run the reports you need quickly and efficiently.

Aug 29

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.

Sep 10

Sugar New User Training

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

Sep 12

2019 Symitar Educational Conference & TechConnect

Innovative solutions and strategies from the best and brightest in financial services.

Sep 16
View all events

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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