Document Creator for SugarCRM
Create and convert document files inside SugarCRM
Add unlimited number of document templates that your users can use to create document files filled with data from SugarCRM. Single tool for document creation and conversion needs.
Why your SugarCRM needs Document Creator
Sugar Document Creator saves time during document writing and creation by ending the need to copy and paste data from SugarCRM. It also ensures that data in document is up to date since it is added to document from SugarCRM at the time of creation. By having the option to create unlimited document templates the user will be able to create all those proposals, quotes, invoices, contracts etc.
In today’s business world when everything is growing so fast you do not have the luxury to spend time filling repetitive data when you need to create a document. We have the solution to eliminate that task by providing you with ability to create document templates inside your SugarCRM and reference data from modules that you use.
Reference data from related records when creating document templates
Sometimes in your document templates you need data that is not just inside the module which the template refers to. With Document creator templates you can also reference data from related record fields. You can easily add all data from related records and complete your document.
It eliminates the need to copy and paste data from SugarCRM into documents. By having option to create unlimited number of document templates any user afterwards can use them to create document from SugarCRM.
Create various document types from same document template
During day you might be creating multiple documents. Most probably they all won’t be of same document format. When creating a document from template you have an option to choose which document format you would like to create. You can use same document template to create document in different formats such as PDF, Word, HTML etc.
Convert document files from one type into another
It is not uncommon situation that you might need to convert one document format to another. Earlier you might have used different 3rd party solutions to do that and now you can do that directly from inside your SugarCRM. Your daily tasks become done much faster and you don’t have to waste time switching from one solution to another.
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.
Document Creator Screenshots
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Pricing for Sugar Document Creator
Sugar Document Creator helps you create various types of documents such as Word and PDF that contain information from your SugarCRM records. Create document templates that can reference any SugarCRM field as well as fields from related records. Copy and pasting information from SugarCRM into documents is thing of 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 SugarCRM 8.0 and above
- Supports On-demand and On-premise installation
per month for 150 created or converted documents
per month for 500 created or converted documents
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