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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 Use DocuSign eSignature on Smartphones and Tablets

September 23rd, 2020   •   5 minute read

With DocuSign for iOS and Android, you can securely send, sign, and manage every agreement from your phone and tablet.

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Lead Scoring with Sugar Market

September 16th, 2020   •   4 minute read

Learn more about Sugar Market’s lead scoring capabilities that can enable you to accelerate your sales cycle by sending only the most qualified leads to Sales.

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Using Cluster Bar Charts to Manage Goals in Sugar

September 10th, 2020   •   3 minute read

Learn how to easily set up goals and manage progress for your company, teams and employees in Sugar.

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How to Use DocuSign eSignature with Microsoft Word Documents

September 9th, 2020   •   5 minute read

Speed up your processes by adding DocuSign eSignature to your Microsoft Word documents.

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Increase User Productivity and Integrate Slack with Sugar

August 27th, 2020   •   3 minute read

Learn how to easily boost your teams' productivity and collaboration by integrating Slack with Sugar.

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SugarCRM Accelerates AI Delivery After Acquiring Node

August 26th, 2020   •   4 minute read

Prepare for an AI-powered era for SugarCRM! On August 24th, SugarCRM acquired Node, a California-based startup in specialized in artificial intelligence apps.

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Training & Events

Reduce Time & Automate Anything in Sugar with Custom Buttons

In this webinar, learn how to spend less time on your daily activities and easily run complex processes in Sugar with the click of a button.

Sep 23

Sugar Administration - Essentials (Multi-Day)

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

Oct 06

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.

Oct 20

Sugar Reporting

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

Oct 22
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

September 15, 2020

Sugar Mobile SDK 24.0

The latest Mobile SDK release is compatible with Sugar Mobile 24.0 and is available for SugarCRM customers or SugarCRM OEM Partners.

September 15, 2020

Sugar Mobile 24.0 for Android

Sugar Mobile 24.0 for Android includes the ability to create, edit, and save custom list view filters directly in the app.

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