Sugar Showcase - uDocs: Sugar Document Automation

Sugar Showcase - uDocs: Sugar Document Automation

In this Sugar Showcase webinar, we highlighted uDocs: Document Automation for Sugar.

We walked through the creation of the following documents directly from Sugar:

  • Proposals
  • Contracts
  • Account Profiles
  • Casework Orders
  • Mailing Labels

We also demonstrated how these documents can be transmitted to your contacts and signatures collected via our integration to DocuSign.

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