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 uDocs: 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

Meet the Ultimate Sales and Marketing Truth Slayer

September 19th, 2019   •   5 minute read

Excited about SugarConnection Boston 2019? This year’s edition features Scott Stratten and we are here to give you an insight into his “unmarketing" views.

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Fall Into the New SugarCRM

September 18th, 2019   •   7 minute read

The weather may be starting to cool off, but make sure you don't miss our recap of all the latest Sugar news, without any filler or fluff.

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How to Install a Package for SugarCRM Like a Pro

September 13th, 2019   •   3 minute read

Read this blog post and learn how to install a SugarCRM package like a pro.

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Better Reports with the Enhanced Report Scheduler for SugarCRM

August 22nd, 2019   •   4 minute read

Take a look at how users are able to easily send scheduled reports via email in different formats with the Enhanced Report Scheduler for SugarCRM.

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Intern Investigates: How Does a Document Automation Company Manage Sales & Marketing Productivity?

August 15th, 2019   •   4 minute read

In this blog, I will summarize what I learned from the experts and uncover Docusign’s secret to sales and marketing success.

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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

Introduction to SugarBPM/Advanced Workflow

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Sep 24

Working with Sugar Studio

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Sep 26

Sugar Administration - Essentials (Multi-Day)

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

Oct 15
Sugar University

Navigating Sugar Market

In this course you'll learn how to navigate Sugar Market as well as understand what's located in each of its menus and shortcuts.

Sugar University

“New” Sugar Overview: Get to know our New Products and Summer ‘19 Release

Learn about Sugar's new product offerings as well as some of the great enhancements included in the Summer '19 release for Sugar Professional and Sugar Enterprise customers.

Webinar

How Sales and Marketing Experts Are Skyrocketing Their Productivity

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

Webinar

DocuSign 101

Learn the DocuSign basics: signing, sending, and templates.

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