Go Paperless and Accelerate Your Business

Automate document processes, collect electronic signatures, and speed up your sales cycle with our Document Automation tools.

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W-Systems are Document Automation Experts

Document strategy is often overlooked, but we view it as an area of low hanging fruit where we can ramp up your productivity and shorten your sales cycle. To create Document Automation solutions we build out automation in your CRM and then work with best in class tools such as DocuSign, wDocs, and wDrive to help you further automate your document creation and storage processes. Put us to the test, we love a challenge.

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The Path to Document Automation Success

Templates

Document Automation instantly grabs the latest information from your database and dynamically updates your contact's data in a flash. No more worrying about mistyping last names!

Storage

Can't find the folder where you copied that invoice from a few months ago? Document Automation enables you to connect to your favorite cloud storage service and automatically organizes your files.

Integration

Is the process of generating, collecting, and storing invoices in your CRM too cumbersome? Sync your CRM and transaction software with Document Automation tools and reduce to a few simple clicks!

Electronic Signature

The Office's Dunder Mifflin wouldn't last long in today's paperless age—electronic signature solutions let you instantly get your contracts signed without wasting money on paper and sending paperwork back and forth.

Send, Sign and Approve Documents from Wherever Life Takes You

DocuSign helps sales organizations close deals faster — anywhere in the world. DocuSign offers greater visibility into a deal’s status, the ability to collect information so you don’t need to rekey data and send out reminders, so you can spend more time selling and less time tracking down signatures. And it easily integrates into many of the leading CRM systems, including SugarCRM, Salesforce.com, Microsoft Dynamics CRM, NetSuite, and more.

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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, and proposals.

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Meet wDrive: Dropbox, Google Drive & OneDrive in Sugar

Organizations struggle with user adoption when their employees have to log in to too many platforms.

Manage your documents and customer relationships in one place with wDrive. The connectors to Dropbox, Google Drive, and OneDrive enable you to access your documents directly within Sugar in real-time.

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#1 Rated CRM Product

With Sugar, you get a simple user interface, industry-leading customer experience, and an intuitive customization platform. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use every day. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

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Featured Case Studies

Latest from our Blog

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.

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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.

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5 Ways To Boost Sales Enablement Through Marketing Content

January 9th, 2020   •   6 minute read

Learn how to better align your sales and marketing teams, for improved sales enablement capabilities and higher revenue!

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12 Days of Sugar Customizations: Create Record And View It

December 24th, 2019   •   2 minute read

This is the last day of our 12 Sugar Customizations blog series and today we’re introducing our Create Record And View It.

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12 Days of Sugar Customizations: Package Downloader

December 23rd, 2019   •   2 minute read

Santa can't deliver this for you...but we can! Discover our customization that allows you to download Sugar packages in one go!

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12 Days of Sugar Customizations: Mass Update Settings Admin Panel

December 22nd, 2019   •   3 minute read

We are not done yet with our Christmas reveals! Today we’re taking a dive into the Mass Update Settings Admin Panel customization!

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Training & Events

Sugar Administration - Essentials (Multi-Day)

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

Feb 04

Sugar New User Training

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

Feb 06

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.

Feb 18

Sugar Reporting

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

Feb 20
Sugar University

Get Started Using Sugar for Sales

Learn the essentials of using Sugar as a Sugar sales business user.

Webinar

How Sales and Marketing Experts Are Skyrocketing Their Productivity

Learn how to streamline every stage of the sales funnel for maximum efficiency.

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.

January 26, 2020

wDrive January 2020 Update

The January 2020 update to wDrive improves upon the login flow and addresses issues found in previous versions.

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