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

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!

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Release RoundUp: Sugar 9.1

August 9th, 2019   •   6 minute read

The latest release of SugarCRM is Sugar 9.1. This summer release is jam-packed with great new features, and an exciting new product launch.

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Introducing the New SugarCRM

August 2nd, 2019   •   6 minute read

SugarCRM has unveiled The New Sugar, a firm move in the realm of customer experience (CX), with new business solutions and a brand new website!

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5 Business Intelligence Dashlets for SugarCRM

August 1st, 2019   •   4 minute read

In this blog, I break down all five of our business intelligence dashlets for SugarCRM and how they can improve your business.

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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
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.

Sugar University

What’s New in Sugar 9.0

Sugar 9.0 was released on April 5, 2019. This video will give you an overview of the new features and functionality available in this release.

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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