Document Automation Solutions for SugarCRM:
Word, Excel, PDF Custom Reports & Documents.

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OptimusCRM (www.optimuscrm.com) helps companies using SugarCRM build highly sophisticated and customized sales documents & reports, output in PDF, Word and Excel formats.
This eliminates manual processes, accelerates production time, lowers production costs and improves accuracy.
Below you can see a sample list of templates we could build for your business.

Sales and Customer Service Documents
Order Form This document should be used by business for the purchase or sale of goods
Sales Proposal This proposal should be used by businesses that want to submit a bid for their services to prospective customers.
Price Quotation This should be used by companies when providing a price quotation for services or products.
Evaluation This should be used by companies when providing providing product evaluation options.

Proposals

Services proposal Use this proposal template to pitch your services to a potential client.
Realty proposal Impress potential clients with this professionally designed proposal template.
Legal proposal Impress potential clients with this professionally designed proposal template.
Project scope report This template has a matching services proposal template, invoice and other professional templates to give your documents an edge.
Statement of Work Use this SOW template to create a Statement of Work for your next contract.

Creating a Sales Agreement

Contract for Sale of Goods Use this form when selling or purchasing goods to ensure there is a legally binding record of the transaction in the form of a contract.
Sale of Goods Agreement This is an agreement between a seller and a buyer for the purchase of goods.
Finder's Fee Referral Agreement This document is ideal for businesses that want to use a referral agent to increase business or customers.
Commission Agreement This document is ideal for businesses that want to compensate their employees on a commission basis.
Sales Agent Agreement This agreement engages the agent to be an exclusive or non exclusive sales representative of the principal.
International Distribution Agreement his document is ideal for manufacturer wanting to enter into an arrangement with an international distributor so that the manufacturer's goods will be distributed in a respective territory.

Drafting Legal Forms

Unilateral Non-Disclosure Agreement This document should be used by businesses that want the proprietary information they share with individuals to remain confidential.
Non-disclosure agreement This document can be used by someone who wishes to safely share their sensitive information with another party.
Addendum to Contract This document should be used by parties who have previously entered into a contract and have mutually agreed to modify the terms of the agreement.
Mutual Nondisclosure Agreement This agreement should be used by businesses that want to mutually agree to keep certain proprietary information confidential.