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

A Better Way to Track and Report on Marketing Interactions in Sugar

February 25th, 2020   •   6 minute read

Problem: your sales team doesn’t log into your Marketing software to check on lead interactions. Solution: bring the interactions to them, directly in Sugar!

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4 New Features in wMobile for SugarCRM

February 21st, 2020   •   4 minute read

We updated wMobile for SugarCRM to support even more Sugar enhancements, including cloud storage support, report charts, file attachments, and more!

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How to Easily Export Excel Sheets from Sugar

February 13th, 2020   •   4 minute read

We updated wDocs, our document automation solution for Sugar, to enable exporting Excel files and allow you to create quality spreadsheets.

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Release RoundUp: Sugar 9.3 (Winter ‘20)

February 6th, 2020   •   7 minute read

The latest release of Sugar, known Winter ‘20 is a Sugar Cloud release that has several awesome updates. Here’s our Release RoundUp for Sugar 9.3!

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How to Improve Document Management and Automation in Sugar

February 4th, 2020   •   4 minute read

Learn how using document automation tools like wDocs can help you quickly reach your business goals for 2020.

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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.

Read More

Training & Events

RamQuest User Group 2020

RamQuest User Group is a unique opportunity for Title Industry members to be heard and communicate with one another.

Mar 02

PACK Expo East 2020

With its convenient Philadelphia location and cutting-edge technology from 400 top suppliers, PACK EXPO East is your East Coast connection to packaging innovation.

Mar 03

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.

Mar 03

Introduction to SugarBPM/Advanced Workflow

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

Mar 17

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.

Mar 19
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

February 24, 2020

SugarCRM Mobile 17.0 for Android

Sugar Mobile 17.0 for Android includes Comment Log improvements and addresses issues found in previous versions.

February 24, 2020

Sugar Mobile SDK 17.0

The latest Mobile SDK release is compatible with Sugar Mobile 17.0 and is available for SugarCRM customers or SugarCRM OEM Partners.

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