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