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!
Basically this product requires that you do many work arounds in Word to make it work - like disabling spelling control. I have not successfully created a template yet in Word 2010. So from an end user perspective - the product does not fulfil its promise and does not work very well. It certainly did not work out of the box.
Works on 6.5.11 & 6.5.12. Have an error on document merge into word, but you can click through it to get the document. Probably a microsoft issue. Love the module, works great. took a while to figure some things out with the fields - documentation is a little thin, but once you figure out their field templates and merge them the first time to get your list of fields, its flawless - even with custom fields!
Doesn´t work as expected:
- no integration between generation of a document and entry in history - no automatically attachment of generated/modified document to the history. All manual work.
- an administrator can choose entities in the central administration - but if we choose e.g. contact lists, the generation of documents doesn´t generate a series of mailings with the addresses in the contact list.
Conclusion: too expensive compared to the very basic funcionaltiy!