Document Creator

Create and convert document files inside Sugar. Add unlimited number of document templates that your users can use to create document files filled with data from Sugar. Single tool for document creation and conversion needs.

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We all need to generate documents based on our CRM data. With our Document Creator SugarCRM module you will be able to create templates directly inside your CRM and with a click of a button generate documents in various formats. It eliminates the need to copy and paste data from Sugar into documents. By having option to create unlimited number of document templates any user afterwards can use them to create document from Sugar.

Why your Sugar needs it

Sugar Document Creator saves time during document writing and creation by eliminating need to copy and paste data from Sugar. It also makes sure data in document is up to date since it’s added to document from Sugar at moment of creation. By having option to create unlimited document templates user will be able to create all those proposals, quotes, invoices, contracts etc.

Document templates support any Sugar module

User can create document templates to reference data from any Sugar module.

Reference data from related records

Document templates can reference data from related record fields.

Create various document types from same document template

When creating document from template user has an option to choose in which format, he would like to create document. User can use same document template to create document in different file formats such as PDF, WORD, HTML etc.

Convert document files from one type into another

There is no need to use any 3rd party solution to convert document files from one type to another. This is all now available straight in Sugar.

Mass create documents from list view

User can select multiple records on list view and create documents for each with few mouse clicks. User can create multiple documents for selected records without needed to click create for each and saving time in process. User can select multiple records on the list view and create document from template based on all those records.

Pricing

Sugar Document Creator helps you create various types of documents such as Word and PDF that contain information from your Sugar records. Create document templates that can reference any Sugar field as well as fields from related records. Copy and pasting information from Sugar into documents is thing of a past. Apart from creating documents it also helps you convert document from one format into another.

Unlimited number of templates Multiple document types supported Create or convert up to 150 documents a month Supports Sugar 7.5 and above Supports On-demand and On-premise installation