wDocs: Sugar Document Automation

wDocs: Sugar Document Automation

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 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.

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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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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.

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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.

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DETAILS
Application Integration & Management
Version Compatibility

Create Polished Microsoft Word Documents Natively from Sugar

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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.

Merge Information from any Combination of Modules

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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

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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

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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

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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

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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.

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: (800) 775-8378
Support Email: support@w-systems.com
Support Knowledge Base: https://www.w-systems.com/products/sugarcrm/addons/wdocs/resources/

Terms & Conditions

Terms of Service: http://www.w-systems.com/terms/
Privacy Policy: http://www.w-systems.com/privacy/

Resources

Please where we're going to have PDF and what not

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