Create personalized MS Office or Open Office letters and documents from any SugarCRM 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!
Create docs from any record
Give the capability at your end-users to generate merged document without any plug-in in three steps:
- First, build your template for SugarCRM using either Microsoft Office or Open office suite
- Upload this document in your document module and choose which module the template should be used with
- Go to a record of this module (Account, Contact, Opportunities, custom modules) and run the generation of the final document.
Sample document also provided for Quotes and Contracts.
SynoGenerateDoc is not available for SugarCRM On Demand hosting platform.
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Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.