Automate Contract Document creation

[VL_sarnold]

I would love for our Sales guys to be able to select all the information about a contract (from the Account, Contact, Opportunities, Quote, and Product modules), push a button, and get a PDF with a properly formatted contract with all the information completed.

This would include the ability to define several "if/then" type of scenarios (i.e., some particular data or contract clauses are included or excluded based on the values/selections in 1 or more fields).

So I know I can use the Word plug-in to push some Account, Contact, and Opportunity data into a Word document. But my preference would be to produce a PDF, and the configuration of the contract will be dependent on data in more than just those 3 modules.

Is anyone aware of a any type of solution that can do some or all of this?

Shane

[jtbrne]

I'm looking for the same thing. Bump

[Chris_C]

Check this out - Advanced Open Sales.

Advanced OpenSales 5 adds Quotations, Contracts, Invoices, Form templates, Products & PDF Mail Merge functionality to the Community Edition of SugarCRM and Invoice and Invoice Templates to SugarCRM Professional Edition.

The software is released under an Open Source license so you are free to download, use and modify.

Advanced OpenSales

[VeonConsulting]

Hi,

You can achieve this using ZuckerReports by having a PDF report pulling data from various modules.

Regards,
Team Veon
www.veonconsulting.com