With Doc Merge you can generate DOCX, XLSX, PPTX, and PDF document templates in Sugar to pull data from your records, allowing you to mass generate or individually download your business docs.
It could be Quotes, Contracts or NDAs – This powerful tool will save you time producing common documents within Sugar while linking these documents to Sugar records for future reference.
£500.00
During this training session you will get a good understanding of the Doc Merge tools such as
After Purchase
Once the professional service has been ordered via the checkout page, we’ll be in touch to arrange a day and time for the session and gather further details and requirements from you.
The Session
Please note that a more in depth option, tailored to your system can be offered and quoted for separately. Please contact sales@sugabyte.com to discuss next steps.
Have you already had a go at Sugars BPM tool but want to know all the in’s-and-out’s of what the tool has to offer? Then this is the right course for you! If you have already used SugarBPM or want to give it a fresh start, we will cover all aspects of SugarBPM and will implement several common processes with you in your system.
Experlogix (formerly known as Xpertdoc) is an incredibly powerful document generation tool and with its integration to SugarCRM a brilliant functional addition.
In case you are using Experlogix Document Automation today or are planning to deploy this tool very soon, then this is the right course for you to get a good understanding on connecting Experlogix Document Automation with Sugar, working in the Project Console and creating data sets, templates and smart flows.
