Suite2Word

General Concepts

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

2. Click create Suite2Word

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.

click Save button

4. Generate file with all variables

Select any record of main module

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

5. Put variables in particular position in template

Set language to Drop list type variables

In Drop Down type variables Label of Default language is taken. If You want You could change to any installed language by adding language key in CAP letters to the end of variable

System date and time variables

Non field based, system date and time variables are {date} {time_hhmm} {time_ss}

6. Upload template file in Suite2Word template

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

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

Document creation from list view

Document containing multiple records data could be created form list view actions.

Quotes and invoices

Generating Quotes and Invoices is availible like in standart PDF templates module. We recomend to copy example Suite2Word module record of Quote or Invoice and modify it acording Your requiriments

All generated files could be stored in History of template usage

This helps you to track and restore all versions of any generated document.