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Document Automation

Merge Information From Any Module in Sugar Into a Presentation-Quality Document

A common need among Sugar users is the ability to create letters, contracts, proposals, mailing labels, and forms. 

Meet 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 document.

Sample documents include:

  • Account Profiles
  • Casework orders
  • Contracts
  • Mailing labels
  • Proposals
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