Sugar Showcase - wDocs: Sugar Document Automation

Created by Sarah Friedlander Garcia on Jul 28, 2017

Tuesday, August 15, 2017 at Webinar

Starts at 12:00 PM · Ends at 1:00 PM, PDT (America/Los_Angeles)

  • Sarah Friedlander Garcia

A common need among Sugar users is the ability to create letters, contracts, proposals, mailing labels, and forms. We want to show you wDocs, our tool to help you quickly create Microsoft Word templates that can be used to merge information from any module in Sugar into a presentation-quality documents. Document creation is one of the most effective functionalities to promote user adoption of CRM.

Join us in this Sugar Showcase Webinar on Tuesday, August 15th at 2PM Eastern as we walk through the creation of the following documents directly from Sugar:

  • Proposals
  • Contracts
  • Account Profiles
  • Casework Orders
  • Mailing Labels

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

At the end of the webinar, we will host an Open Q&A Session where you can ask us any questions you have about Sugar Document Automation, Sugar or CRM in general.