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SugarCRM 7/8 - Create PDF, Word, Excel Documents
SugarCRM 7/8 can connect with Documentero to automatically generate documents whenever new records are created or updated in your CRM. Using triggers from SugarCRM, you can instantly produce contracts, invoices, or reports in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or Zapier, making it easy to keep customer documents up to date without manual effort.
SugarCRM 7/8
Documentero
Triggers
Watch objects — Triggers when new object in SugarCRM is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SugarCRM 7/8 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SugarCRM 7/8 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from SugarCRM opportunities
Create customized invoices from SugarCRM closed deals
Export SugarCRM contact data into formatted Word documents
Generate Excel reports from SugarCRM activity logs
Create onboarding documents from new SugarCRM accounts
Automatically generate sales proposals from SugarCRM opportunities
Export SugarCRM lead details into PDF summaries
Create account review documents from updated SugarCRM records
Generate service agreements from SugarCRM case updates
Export SugarCRM pipeline data into Excel for reporting
How you can use SugarCRM 7/8 + Documentero
Generate customer contracts
When a new account is created in SugarCRM, Documentero can generate a pre-filled contract in PDF format.
Create sales proposals
Automatically produce a proposal document when a new opportunity is added in SugarCRM.
Invoice generation
Generate invoices in .docx or .pdf whenever a deal is marked as closed in SugarCRM.
Produce activity reports
Compile updated activity logs from SugarCRM into a formatted report using Documentero templates.
Export lead summaries
When a new lead is entered in SugarCRM, create a summary document with all lead details for sharing with the sales team.
Setup Guides
Zapier Tutorial: Integrate SugarCRM 7/8 with Documentero
- Create a new Zap in Zapier.
- Add SugarCRM 7/8 to the zap and choose one of the triggers (Watch objects). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SugarCRM 7/8 trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SugarCRM 7/8 with Documentero
- Create a new scenario in Make.
- Add SugarCRM 7/8 to the scenario and choose one of the triggers (Watch objects). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SugarCRM 7/8 trigger.
- Run or schedule your scenario and verify the output.
