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. Sample documents include: • Account Proﬁles • Casework orders • Contracts • Mailing labels • Proposals
With a few clicks, you can merge multiple records' 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.
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. 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-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 a linked document instead of downloading to your local computer. The ﬁle then will be accessible by anyone within Sugar. wDocs 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.
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 formatted Google Docs or Microsoft Word documents from module or related module ﬁelds. You can also quickly generate tables and format various ﬁeld types including date, boolean and text.
a ﬁeld type which can add buttons in dashlets, list and record view. This ﬁeld type supports adding multiple actions on the same Custom Button and covers a variety of capabilities, reducing the time and hassle needed to go through manually through different menus to complete those actions.
wTools Library of Sugar Enhancements • These small enhancements pack a productivity punch • A set of 10 customizations • Out-of-the box features meant to take advantage of SugarCRM’s ﬂexible platform • Streamline your team’s workﬂow and boost productivity
firstname.lastname@example.org | 818.280.4820 | @FBSG About FayeBSG • 25+ Years of experience • More than 500 clients • SugarCRM Elite Partner • Global partner of the year in 2020 • Corp HQ in SoCal, oﬃces in Chicago, Dallas, Philadelphia, Miami, Europe and South America • Focus on CRM, CX, Financial Software, Marketing Automation and Custom Solutions • Hundreds of successful CRM, accounting, ERP, and custom software implementations • Integrations for ERP, Marketing Automation, Cloud Storage and Communications, Project Management, etc.
email@example.com | 818.280.4820 | @FBSG What is Sugar Messaging? • Text “on the ﬂy” from any record with a mobile phone number • Send texts to one or more recipients using user-deﬁnable pre-built SMS Text Templates • Send texts from Sugar List Views by selecting records and clicking a “Text” button • Integrate texts with workﬂows to enable automated texting based on values in Sugar ﬁelds • Send texts via Sugar Campaigns • All texts stored in SMS Messages sub-panel under contacts, leads, etc. • Receive return texts and have them appear in SMS Messages sub-panel and in an easy to use dashlet on your home screen • And more….
firstname.lastname@example.org | 818.280.4820 | @FBSG What’s New? • Use SugarBPM to send SMS Messages • Send and receive Multimedia Messages (Images and Videos) • Send reminder SMS Messages for Meetings and Calls • Create mass texting campaigns for Events and Webinars • Use the Chat Dashlet to have real-time conversations within the Dashlet, similar to a text conversation on a phone
email@example.com | 818.280.4820 | @FBSG Thanks for Attending! Reach out to us with any additional questions or to learn more about anything you heard today! Contact: Kaleb.firstname.lastname@example.org email@example.com 818-280-4820