Go Paperless and Accelerate Your Business

Automate document processes, collect electronic signatures, and speed up your sales cycle with our Document Automation tools.

Schedule a Demo Request a Quote

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.

Newsletter Sign Up

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.

Learn More Watch a Demo

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.

Learn More Watch a Demo

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.

Learn More Watch a Demo

#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.

Learn More Start Your Free Trial

Featured Case Studies

Latest from our Blog

Big News! Salesfusion is Now Part of Sugar (Three Big Advantages for You)

May 17th, 2019   •   4 minute read

With SugarCRM's acquisition of Salesfusion marketing automation, Sugar is taking another step to getting a unified, comprehensive customer view.

Read More

Two Ways to Enhance Your Sugar Instance

May 7th, 2019   •   3 minute read

Check out our two solutions for all-star Sugar users who want to complete tasks with more efficiency and fewer mouse clicks.

Read More

2019 Sugar Product Roadmap

May 1st, 2019   •   5 minute read

See an exclusive preview into SugarCRM's 2019 Product Roadmap, with Samer Baroudi, Director of Product Marketing from SugarCRM.

Read More

Release RoundUp: Sugar 9.0

April 26th, 2019   •   7 minute read

The latest release of Sugar, Sugar 9 or Spring '19 include updates to advanced workflows, group outbound email, comment log, new fields, and speed improvements.

Read More

How to Increase Lead Conversion

April 23rd, 2019   •   6 minute read

The most important step in turning your prospective buyers into buying customers is generating leads. Here is a list of great ways to help you do it.

Read More

Get More out of CRM With Business Intelligence

April 18th, 2019   •   5 minute read

In this blog post, we’ll be looking at how Business Intelligence (BI) tools can bring out the best data your CRM has to offer.

Read More

Training & Events

Introduction to Advanced Workflow

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

May 28

Working with Sugar Studio

This course is for new administrators who are looking for a quick way to get started configuring Sugar to meet their business needs.

May 30

Sugar Administration - Essentials (Multi-Day)

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

Jun 11

Sugar New User Training

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

Jun 11
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.

Sugar University

Introduction to SugarBPM/Advanced Workflow

Learn how to work with SugarBPM to create process definitions, process business rules, process email templates, and how to manage running processes.

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.

Trustpilot