Document Generator for Sugar

Document Generator for Sugar

Template assisted document generator


Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more! Your end-users will be able to create documents from any Microsoft Office or Open office suite template files. The templates are used with the Sugar data to generate documents based on your Accounts, Contacts, Opportunities, and the rest of your standard modules. Document Generator is also compatible with any custom build module created with the Module Builder from Sugar. Sample document also provided for Quotes and Contracts. Document Generator is not available for Sugar On Demand hosting platform.

Features and Benefits

Create a Template File

Create your document template and place the field that will be replaced during the merging process in Sugar.

View All Features
Generating the document

Once the document templates are created and uploaded in Sugar, all you have to do is go to the detail view of an element. On the selected module you can then choose from the select list the desired template. Once you click on the selected template you can start the document generation. Once complete you can open or download the document.

View All Features

Create a Template File

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image
Create your document template and place the field that will be replaced during the merging process in Sugar.

Generating the document

image
image
Once the document templates are created and uploaded in Sugar, all you have to do is go to the detail view of an element. On the selected module you can then choose from the select list the desired template. Once you click on the selected template you can start the document generation. Once complete you can open or download the document.

Resources

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

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