Use Sugar Data to Easily Generate Complex Documents

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
October 08, 2020

Use Sugar Data to Easily Generate Complex Documents

Watch out webinar where we showcased a brand new wDocs feature that allows you to add Sugar formulas, normally used in calculated field values, to your document templates and get your results directly in the document, without having to create any new Sugar fields.

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W-Systems

October 08, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Use Sugar Data to Easily Generate Complex Documents
  2. © W-Systems Corp. | www.w-systems.com Today’s Webinar • Webinar will

    be recorded • Recording will be emailed to you and posted on w-systems.com/blog/ within 24 hours • The audience is muted, but we welcome questions typed into GoToWebinar’s Q&A tool
  3. © W-Systems Corp. | www.w-systems.com Presenters Roy Grubbs W-Systems rgrubbs@

    w-systems.com Christian Wettre W-Systems cwettre@ w-systems.com
  4. © W-Systems Corp. | www.w-systems.com What is wDocs? wDocs is

    W-Systems’ document automation tool that enables Sugar users to: • Easily generate letters, contracts, proposals, and more with data from your Sugar records • Combine information from multiple modules • Export documents as Word or PDF files • Merge data from records en masse • Easily create document templates
  5. © W-Systems Corp. | www.w-systems.com Document Template Builder

  6. © W-Systems Corp. | www.w-systems.com Create Formulas Using the Template

    Builder
  7. © W-Systems Corp. | www.w-systems.com Merge Related Modules and Leverage

    Sugar Filters
  8. © W-Systems Corp. | www.w-systems.com Image Field Support

  9. © W-Systems Corp. | www.w-systems.com Support for Barcodes

  10. © W-Systems Corp. | www.w-systems.com Generate Reports

  11. © W-Systems Corp. | www.w-systems.com Generate Excel Documents

  12. © W-Systems Corp. | www.w-systems.com Conditional Merging with IF/THEN/ELSE Logic

    Customer Quote with a Discount Customer Quote without a Discount
  13. © W-Systems Corp. | www.w-systems.com Integration with DocuSign

  14. © W-Systems Corp. | www.w-systems.com Merge and Send Documents with

    SugarBPM
  15. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    wDocs Live Demo © W-Systems Corp. | www.w-systems.com
  16. © W-Systems Corp. | www.w-systems.com Contact W-Systems to learn how

    to easily generate complex documents in Sugar with wDocs. Email: sales@w-systems.com Get Started with wDocs Today
  17. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  18. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thank You!