Product Category: Document Creation

Website Builder

SugarCRMCreate and manage your company's site within SugarCRM!

Tag Parser

Easy to use tool for parsing variables into template files. Parse Bean, Config, Session, Language, Global into html and plain text templates.

Regoluna Invoices

dashlet_facturasGenerate simple invoices and export them to PDF and "Facturae" formats. Includes support for Digital Signature in PDF and XML. http://www.regoluna.com/facturas_sugarcrm (spanish).

PDF Manager by SYNOLIA

pdf_templateThis module, built by SYNOLIA, allows you to manage PDF documents directly into SugarCRM User Interface. You can design new PDF templates for all available modules. Your SugarCRM's users can now use your own PDF.

PDF for SUGAR

uploadPopulate a PDF form out of SugarCRM: Merge data from a SugarCRM record (like a contact) directly into an editable PDF form. This eliminates the need to re-type data. This is very useful for HR and financial forms. Visit PDFforSugar.com for video training.      

Mail Merge Reports (docx xlsx odt pdf)

Scree_shot_1Mail Merge Reports helps organizations to solve the needs to generate documents with information of any module and subpanels of SugarCRM. The formats included are: docx, xlsx (Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf .

inetDOCS KnowledgeTree

inetDOCS-smallinetDOCS is a seamless combination of SugarCRM and KnowledgeTree. Documents and folders from KT can be linked to all modules. The SugarCRM search engine returns the documents from KT. Trial: http://www.inetsynx.com/trial/inetDOCS-for-KnowledgeTree

inetDOCS for HUDDLE

inetdocs_huddleinetDOCS for Huddle: the #1 SharePoint Alternative now within SugarCRM Your Huddle documents and folders are available from your SugarCRM modules. Link them to SugarCRM items by Drag and Drop, upload or download them inside your favorite CRM tool.

inetDOCS for Dropbox

inetdocs_dropboxDrag&Drop files into Sugar, they are uploaded to Dropbox and related to the current record . Manage your Dropbox contents from Sugar . Link your Dropbox files to your Sugar items, including custom modules . Customize inetDOCS through the Studio.

inetDOCS for Alfresco

inetdocs-for-alfrescoinetDOCS is a seamless combination of SugarCRM and Alfresco Share. Documents folders, Blogs and Conversations from Alfresco can be linked to all modules of your favourite CRM  

Document Thumbnails

screenshotDisplays thumbnails of documents in the Documents module.

CRM4Office OpenOffice Plugin 4 SugarCRM

crm4office-writerCRM4Office is an OpenOffice Extension for SugarCRM. It is a complete integration of SugarCRM modules with OpenOffice Writer and Calc/Spreadsheets. This product allows users to perform Mail Merge, send email, archive notes, and generate reports and charts .

CRM2Office Plug-ins for Sugar

crm2word_logoCRM2Office is a suite of add-ons for Microsoft Office. With these plug-ins, the user is able to very quickly and effortlessly connect Microsoft Office to SugarCRM and perform many everyday tasks. Visit CRM2Office.com for more details      

Advanced OpenSales

aos_logo-c3Advanced OpenSales 5 (AOS) is now released for SugarCRM 5.5.x and SugarCRM 6.x. Contracts, Invoices, Products, Quotes and PDF Mail Merge. Support forum and downloads are at http://www.salesagility.com/index.php/advanced-opensales
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