🎉  WebMerge is now Formstack Documents! Learn More   🎉

Close
November 16, 2014

Populate Documents From SugarCRM With Intellidocs

If you’ve been looking for an easy way to generate documents from your SugarCRM platform, we’ve got some great news!  There’s a new service out there called Intellidocs and they’ve built an easy way for you to integrate SugarCRM with your WebMerge documents.  You can quickly generate contracts, invoices, proposals and more without leaving your CRM.

Intellidocs sits right inside your SugarCRM instance and pulls in a list of your WebMerge documents, then allows you to easily send data directly to WebMerge.  After the document is generated you can easily send the document for e-signature, right from SugarCRM.

The setup is pretty easy and you can be up and running in no time.  Here’s a video that talks more about Intellidocs and their integration with SugarCRM.




As always, the first step is to get your document/template setup in WebMerge.  You can even choose to save the document to a cloud storage integration or simply send the document via email.

Once you get the document setup in WebMerge, let’s jump over to SugarCRM.  As you’ll see the Intellidocs integration fits right into Sugar and you can access your documents from any record.  Here is a screenshot of a document being generated from an Opportunity.
 


Once you choose to create a document, Intellidocs will send over the information saved on that specific record.  The document is automatically saved as an attachment on the record and is available for download at any time.
 

 


You can even send out the document for signature with the click of a button.  This is a great way to collect a signature on your contract and have the signed document available in Sugar.
 


This is a pretty cool integration and we’re glad to be partnering with CRM Online Australia (the makers of Intellidocs) to bring you WebMerge functionality from within SugarCRM.  You will need to purchase both WebMerge and Intellidocs for this integration, but we promise you’ll love both products.  If you have any questions, please feel free to reach out to Intellidocs directly.
 

3 min read

Ready to give Formstack Documents a try?
Start your Free Trial now!

×

Create Documents From SugarCRM Now

By signing up here, you agree to our Terms of Use