Sugar Showcase - wDocs: Sugar Document Automation

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
August 15, 2017

Sugar Showcase - wDocs: Sugar Document Automation

In this Sugar Showcase webinar, we highlighted wDocs: Document Automation for Sugar.

We walked through the creation of the following documents directly from Sugar:
- Proposals
- Contracts
- Account Profiles
- Casework Orders
- Mailing Labels

We also demonstrated how these documents can be transmitted to your contacts and signatures collected via our integration to DocuSign.



August 15, 2017