
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 documents.
Features and Benefits
Create Polished Microsoft Word Documents Natively from Sugar
Easily and automatically generate documents your users need from Sugar. Examples of files can include (but are not limited to) Letter Templates, NDA Agreements, Quotes, Statements of Work, Account Visit Planning Reports and more.
View All FeaturesMerge Information from any Combination of Modules
The document automation module can merge any module related data from Sugar into a predefined Word template. For instance, from the Accounts module, quickly generate a contract or letter template.
View All FeaturesMerge Multiple Records from Related Tables
Create documents with merges of data from one-to-many relationships. For instance, when merging a document from the Account module, include information from the related contacts or meetings modules for the account.
View All FeaturesMass Record Merge from Module List Views
From Sugar list views, select multiple records to create multiple merge documents. When in the Accounts list view, select multiple accounts and generate a merge of address labels or letter templates for those accounts.
View All FeaturesMerge to Your Local Computer as a Sugar Linked Document
Keep all documents within your Sugar instance as linked documents instead of downloading to your local computer. The files then will be accessible by anyone within Sugar. uDocs will merge and directly attach the merged document as a linked document in Sugar.Support
If technical support is needed for this installation, please feel free to write to us at: support@w-systems.com. Please include as much information as possible regarding your issue and supply full contact information so we know who to contact when we respond. Thank you!
Phone Support: 866-275-9951Support Email: support@sugarcrm.com
Support Knowledge Base: https://support.sugarcrm.com/
Terms & Conditions
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