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.
Quickly Generate Documents
With a few clicks, you can merge multiple records&amp;#039; data in a single quality document.
Multiple Document Formats
wDocs can export your documents in Word, Excel, or PDF format.
Intuitive Template Builder
wDocs includes an intuitive template builder to get you started and generate documents.
With wDocs and our DocuSign integration, you can easily send contracts for review and signage.
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, letter quote, Statement of Work, Account Visit Planning Report and more.View All Features
This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates.View All Features
Document Template Builder
Easily create your own template documents from module or related module fields. You can also quickly generate tables and format various field types including date, boolean and text.View All Features
Merge 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 Features
Merge 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.
If technical support is needed for this installation, please feel free to write to us at: firstname.lastname@example.org. 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: 866-275-9951
Support Email: email@example.com
Support Knowledge Base: https://support.sugarcrm.com/
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