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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.

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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.

Learn More Watch a Demo

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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

Release RoundUp: Sugar Q4 2020 (10.2)

October 23rd, 2020   •   9 minute read

The latest release of Sugar, known as Sugar Q4 2020 is a SugarCloud release that introduces several awesome updates. Here’s our Release RoundUp for Sugar 10.2!

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Advanced Calendar Solution for Sugar

October 22nd, 2020   •   3 minute read

We just released a brand new version of wCalendar, our Sugar enhancement that enables users to display any Sugar records in a calendar.

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SugarConnected 2020 Recap: The Next Frontier in Customer Experience

October 20th, 2020   •   9 minute read

Even in a virtual environment, SugarConnected 2020 was full of news and announcements for Sugar customers. Learn what SugarCRM has in store for you in 2021.

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The 5 Secrets of the W-Systems Professional Services Team

October 15th, 2020   •   6 minute read

How does W-Systems successfully implement so many Sugar projects? Learn more straight from our Professional Services team!

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Improve Member Engagement with Marketing Automation

October 15th, 2020   •   3 minute read

Learn how to effectively communicate with your members with Sugar Market, the fully-featured marketing automation platform integrated with Symitar.

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Use Sugar Data to Easily Generate Complex Documents

October 9th, 2020   •   3 minute read

Learn how to add Sugar formulas to your document templates and get your results directly in the document, without having to create any new Sugar fields.

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Training & Events

Sugar New User Training

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

Nov 12

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 17

Introduction to SugarBPM

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

Nov 24
Sugar University

How to Use Sugar Sell

This course is designed to provide a basic introduction to Sugar Sell for end-users.

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

October 12, 2020

Sugar Mobile SDK 25.0

The latest Mobile SDK release is compatible with Sugar Mobile 25.0 and is available for SugarCRM customers or SugarCRM OEM Partners.

October 07, 2020

Sugar Mobile 25.0 for Android

Sugar Mobile 25.0 for Android includes the ability to resize uploaded images and the addition of the Messages module for Sugar Serve users.

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