Create Professional-quality Documents Using Sugar Doc Merge

Tom Risbrook
April 1, 2022

Sugar Doc Merge

Doc Merge pulls data from Sugar® records into professional-quality documents such as contracts, quotes, NDA agreements, form letters, and labels. Through custom templates that you design according to your needs, Doc Merge has the ability to extract data from all Sugar modules and their related modules into individual or multiple digital documents within minutes. This powerful feature will save you time producing common documents natively within Sugar while linking these documents to Sugar records for future reference.
Doc Merge works with Docusign that enables your customers to sign contracts electronically, quick and easy! Doc Merge is available out-of-the-box with Sugar Sell and Serve licenses. Doc Merge includes the following features:
- Generate DOCX, XLSX, PPTX, and PDF documents without leaving Sugar.
- Merge information from any Sugar module into the document, including related modules.
- Merge multiple records into one document for label generation.
- Template Assistant tool helps you find the fields and data you want to include in your merged documents.
- Merged documents are attached to the Sugar record as a linked document.
- Doc Merge Widget is available in the footer to provide links to merged documents and access to the Template Assistant.
- Initiate merges from record view, list view, and subpanel action menus.

Doc Merge is available out-of-the-box with Sugar Sell and Serve licenses. For a deeper dive please access the video below:

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