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.
Why your Sugar needs it
User can create document templates to reference data from any Sugar module.
Document templates can reference data from related record fields.
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.
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.
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.
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
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
SynoGenerateDoc for Sugar
Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more!
DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view...