Document automation for your sales and CS teams

The wDocs connector for SugarCRM is an add-on that lets users easily generate Microsoft Word documents natively from SugarCRM. 

Create documents inside Sugar

wDocs easily and automatically generates documents from Sugar for your sales and customer service teams.  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.

Merge multiple data sources

wDocs allows you to create documents with merges of data from one-many relationships.  For instance, when merging a document from the Account module, include information from the related contacts or meetings modules for the account.

Benefits of wDocs

Quicker actions

wDocs allows your sales and customer service teams to react faster to the needs of customers.  Documents can be generated with one touch and seamlessly saved with the customer’s SugarCRM account information.  There no need to switch between platforms and lose time.

Standardisation

wDocs supplies your sales and customer service teams with the standardised letters, purchase orders, invoices, agreements and other documents, when they need them, which helps to reduce errors and the liability of using incorrect documents.

Improve adoption

wDocs makes using SugarCRM easier and helps to remove the barriers to adoption by sales and customer service teams.  The seamless integration makes Sugar a friendly place to be productive and draws your team in.

Convert faster

wDocs automates many of the sales and operational activities that can manually painstaking and error ridden.  wDocs also streamlines the close, so fewer steps are required and fewer people are needed to get the signature on the agreement.

Key Features of wDocs

Native functionality

Easily and automatically generate documents from Sugar, such as Letter Templates, NDA Agreements, Quotes, Statements of Work, Account Visit Planning Reports and more.

Complex tables

Create documents with merges of data from one-to-many relationships.  For example, when merging a document from the Account module, include information from the related contacts or meetings modules for the account.

Cloud accessibility

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.  

Merge data

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.

Mass merge from lists

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.

Auto PDF convert

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.

Make your sales & customer services teams more efficient

Schedule a Zoom Demo and Discussion

Let us save you time and effort by showing you how the platform can do all the work. 

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