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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.

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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

How to Enrich Your CRM Database with Sugar and ZoomInfo

August 4th, 2020   •   5 minute read

How effectively are you sourcing CRM data into your system? The ZoomInfo to Sugar Integration lets find Lead, Contact and Account data and export it into Sugar!

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Top 5 Sugar Enhancements from W-Systems

July 30th, 2020   •   3 minute read

In this webinar, we showcased our favorite enhancements to help you work faster and smarter in Sugar.

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Release RoundUp: Sugar Q3 2020 (10.1)

July 28th, 2020   •   8 minute read

Sugar’s latest release, Q3 2020 is a cloud-only release packed with awesome updates and features. Here’s our Release RoundUp for Sugar 10.1!

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Eliminate Data Silos with Sugar Integrate

July 22nd, 2020   •   4 minute read

Learn how Sugar Integrate enables your business to integrate customer experience (CX) processes and data with business applications.

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Enhance Customer Relationships with TrustSphere

July 16th, 2020   •   3 minute read

View your organization’s level of engagement at a glance in Sugar with TrustSphere and W-Systems’ Relationship Dashlet.

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How to Generate Complex Reports with Sugar and wDocs

June 30th, 2020   •   5 minute read

Learn how to use wDocs’ latest merge function based on Sugar Logic formulas and create state-of-the-art reports in a matter of minutes!

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Training & Events

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 18

Sugar Reporting

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

Aug 20

Increase User Productivity and Integrate Slack with Sugar

In this webinar, we showcase our Sugar Integration to Slack.

Aug 26

Sugar New User Training

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

Sep 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.

Sep 08
Sugar University

Sugar Integrate Advanced Training Course

Users will build a working integration using procedures, adapters and common resources.

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

July 30, 2020

wDocs July 2020 Update

The July 2020 update to wDocs adds the ability to use Sugar Logic formulas in document templates, emailing merged files in SugarBPM processes, and more.

July 30, 2020

wDrive July 2020 Update

The July 2020 update to wDrive includes updates to the Settings description in the package’s Admin section.

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