by MokasIT

Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.

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Save time creating key documents using your SuiteCRM data

The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data.

Start by utilizing the Suite2Word template, which is a Microsoft Word file (.docx) containing SuiteCRM field variables like ${mitqs_stockh_date_entered} in any documents you can make using Word: tables, pictures, text blocks, headers, footers, headings, paragraphs, page numbers etc.

When you generate Suite2Word high-quality contracts, quotes, invoices, applications, or any other standardized forms from any SuiteCRM modules and records, the Microsoft Word template’s variables are replaced with CRM record data, then rendered as a Microsoft Word (.docx) file for your team to use as needed.

How to make a new template

1. Open the Suite2Word module

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2. Click create Suite2Word

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3. Assign name to your new template and select the main module in field Type. All module fields that have a relationship many -> one are available to use in the template as well.

suite2Word_3.png click Save button

4. Generate file with all variables

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Select any record of main module

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File with all available variables, field names, and samples from the selected record is outputted.

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5. Put variables in particular position in template

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6. Upload template file in Suite2Word template

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How to create a new document based on template filled with particular record data

1. On the record for which you want to prepare contract or other standard form, click Suite2Word

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2. The new form with replaced variables with date are ready!

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  • "Spectacularly useful - price and performance are on spot!" - rick

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