wDocs: Sugar Document Automation SugarCRM, Inc.

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.

eSignature Support
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.

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Generate Labels

This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates.

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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.

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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.

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DETAILS

Application Integration & Management

Integration Platform

Version Compatibility

Vendor

SugarCRM (acquired W-Systems Corp.)

Create Polished Microsoft Word Documents Natively from Sugar

Generate Labels

This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates.

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.

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.

Merge 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.

Mass 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.

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.

Merge Using Microsoft Word Template and Auto Convert to PDF

Once your Microsoft Word Template is uploaded, you can choose between downloading the final merged file as either an MS Word or PDF document. Design your templates in Word but output directly to PDF formatting.

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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: 866-275-9951
Support Email: support@sugarcrm.com
Support Knowledge Base: https://support.sugarcrm.com/