Sugar Showcase - wDocs: Sugar Document Automation

Sugar Showcase - wDocs: Sugar Document Automation

In this Sugar Showcase webinar, we highlighted wDocs: Document Automation for Sugar.

We walked through the creation of the following documents directly from Sugar:

  • Proposals
  • Contracts
  • Account Profiles
  • Casework Orders
  • Mailing Labels

We also demonstrated how these documents can be transmitted to your contacts and signatures collected via our integration to DocuSign.

Keep on Watching

Sugar Showcase: wMaps

Learn how to generate content-rich maps and incorporate details from your Sugar records directly on the maps with wMaps, our Sugar Integration to Bing Maps.

View Webinar

Sugar User Group: Sugar 7.7

In this webinar, we reviewed Sugar 7.7's new features and enhancements.

View Webinar

Sugar User Group: SugarCon 2015 Recap

SugarCon has come and gone, but we've saved our ultimate recap, filled with SugarCRM announcements and info for our Sugar User Group.

View Webinar

Get a SmartStart: You Fought For Your Customers. How Will You Keep Them?

In this webinar, we presented best practices on how to use CRM software to help your sales team effectively service existing accounts.

View Webinar