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SuiteCRM 7/SugarCRM 6 CE - Create PDF, Word, Excel Documents
SuiteCRM 7/SugarCRM 6 CE can connect with Documentero to automatically create professional documents whenever records are added or updated. Using triggers from CRM objects like leads, accounts, or opportunities, you can generate .docx, .pdf, or .xlsx files based on your own templates. The integration works through API, Make, or Zapier, giving teams flexibility in how they set up document workflows. This helps keep customer records, proposals, and reports consistent without manual editing.
SuiteCRM 7/SugarCRM 6 CE
Documentero
Triggers
Watch objects — Triggers when a new object of selected type is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SuiteCRM 7/SugarCRM 6 CE using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SuiteCRM 7/SugarCRM 6 CE using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from SuiteCRM records
Create sales reports from SugarCRM data in Excel format
Export customer contracts from SuiteCRM opportunities
Generate lead summary documents from SugarCRM leads
Produce account management reports from SuiteCRM updates
Create onboarding documents for new customers in SugarCRM
Automatically generate meeting notes from SuiteCRM activities
Export opportunity pipeline reports from SugarCRM to PDF
Create service agreements from SuiteCRM closed deals
Generate marketing campaign reports from SugarCRM data
How you can use SuiteCRM 7/SugarCRM 6 CE + Documentero
Generate proposals from opportunities
When a new opportunity is created in SuiteCRM, Documentero can build a proposal document using a pre-designed template.
Create contracts from closed deals
Once a deal is marked as closed in SugarCRM, Documentero can automatically generate a contract in PDF format.
Build account summaries
Whenever an account record is updated, Documentero can produce a detailed summary report in .docx or .xlsx.
Prepare lead follow-up letters
When a new lead is added, Documentero can generate a personalized follow-up letter ready to send.
Export activity reports
Documentero can generate weekly activity reports from CRM data and save them as PDF files.
Setup Guides
Zapier Tutorial: Integrate SuiteCRM 7/SugarCRM 6 CE with Documentero
- Create a new Zap in Zapier.
- Add SuiteCRM 7/SugarCRM 6 CE 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 SuiteCRM 7/SugarCRM 6 CE trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SuiteCRM 7/SugarCRM 6 CE with Documentero
- Create a new scenario in Make.
- Add SuiteCRM 7/SugarCRM 6 CE 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 SuiteCRM 7/SugarCRM 6 CE trigger.
- Run or schedule your scenario and verify the output.
