For any business organization, generating documents is an essential requirement. Generated documents can be in the form of contracts, proposals, notices or any information.
Through DocParser, a user can create WordDoc or PDF which can show relational information from a built-in or custom module. It gives an option to create multiple templates for branding and easy to generate document as and when needed through parsing those templates. It allows a user to create an informative(Attractive) template to parse information, which can be used for multiple time.
- Easily generate WordDoc or PDF from any module.
- DocParser allows to either download document or relates it within SugarCRM's Documents module.
- Generated WordDoc/PDF can also include the records from a relational module. For example, we have a template for Contact module with information about related Meetings, Tasks or Cases. Now, when you want to have all the information in single Word/PDF, you just need to download a document from RecordView of that particular Contact's profile.
- The document can be generated from RecordView and ListView.
Here are some sample of doc parser template and with a generated document.
- Parse and download a document from built-in and a custom module.
- Create multiple templates for different use.
- Create an engaging template with the help of provided sample templates.
- Generate bulk letter from a single click.
- Option to set Sorting, Numbering, record limit and an additional blank column for further process.
- Related records can be filtered based on filter criteria.
- Allow generate a document and relate with default Documents module.
- Have an option to download the document in MS Word or PDF format.
- Yearly For Sugar OnDemand Hosting : This package is for SugarCRM hosted on Sugar OnDemand. This will not support parsing of image on the PDF. Due to the old library of TCPDF. - Yearly For Sugar OnPremise : This package is for SugarCRM hosted on OnPremise. Supports all the feature.
See how straight-forward and easy to use this add-on is with our detailed user guide.
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About Urdhva Tech
Urdhva Tech is a leading provider of SuiteCRM Consulting, Implementation, Training and Customization services located in Ahmedabad, Gujarat India. At Urdhva Tech, we continuously endeavor to deliver world-class SuiteCRM Development services that help develop a competitive advantage for your business. We have amongst us, some of the best SuiteCRM Developers having sole experience of 10+ Years on SugarCRM, who can help you in streamlining business processes and reducing operational overheads. Our services are not only cost-effective but also best in terms of quality.