Urdhva Tech

DocParser

Now supports SuiteCRM 8.8 or greater

  • Create DocParser record
  • DocParser choose relationship data
  • DocParser option at relationship data
  • DocParser template body
  • Parse Document button in detailview
  • DocParser select template to download PDF/Doc
  • DocParser generated PDF
  • DocParser save to Documents option
  • Accounts DetailView with Documents subpanel
  • DocParser ListView option

SuiteCRM Mail Merge Plugin & Document Generation Tool (PDF & Word) – DocParser

Looking for a SuiteCRM mail merge plugin? DocParser for SuiteCRM helps you generate professional PDF and Word documents directly from CRM data, including related modules.

Merge data from Accounts, Contacts, Opportunities, Cases, Meetings, and custom modules into customizable templates. Generate documents individually or perform bulk document generation from List View with ease.

Automate document generation, eliminate manual work, and streamline your SuiteCRM workflows.

  • Generate Word and PDF documents from any built-in or custom SuiteCRM module.
  • Perform advanced mail merge using data from related modules.
  • Generate documents from both Detail View and List View.
  • Run bulk document generation and download results as ZIP files.
  • Download instantly or save files to SuiteCRM Documents for team access.
  • Automate document workflows using SuiteCRM workflows and templates.

At a glance

DocParser is a powerful SuiteCRM mail merge and document generation tool that creates presentation-ready PDF and Word documents using CRM data and related modules. It supports bulk document generation, reusable templates, and workflow automation inside SuiteCRM.

The problem

SuiteCRM users often spend time manually creating documents, copying data across modules, and maintaining consistency. This leads to inefficiencies, errors, and difficulty in handling bulk document generation.

The solution

DocParser solves this by providing automated mail merge and document generation in SuiteCRM with reusable templates, related module data merge, and one-click output from Detail View or List View.

How it works

  1. Create a DocParser template and choose your SuiteCRM module.
  2. Map fields from the module and related modules for mail merge.
  3. Set filters, sorting, and output format (Word or PDF).
  4. Generate documents individually or run bulk document generation from List View.
  5. Download instantly or save files into SuiteCRM Documents.

DocParser - complete SuiteCRM document merge and export solution

Export data from any module combination

DocParser merges data from default and custom SuiteCRM modules into predefined Word or PDF templates.

Include related records in each export

Generate rich documents with one-to-many and many-to-many related data. Example: export an Account document with related Contacts, Calls, Meetings, Opportunities, and Cases.

Bulk document generation from List View

Select multiple records in List View and generate one document per record in a single action. Ideal for bulk letters, labels, onboarding packs, and account summaries.

Download locally or save inside SuiteCRM

Download generated files immediately, or relate them to the SuiteCRM Documents module for secure internal sharing. Output is available in both Word and PDF formats.

Automate document delivery with workflows

Use SuiteCRM workflows to send parsed documents as attachments automatically. Combine email templates for body content with DocParser templates for generated files.

Apply custom related-record filters

Define multiple filter rules for related modules to include only relevant records in output. Combined filters use AND logic for precise document data selection.

DocParser Key Features

  • Generate documents from built-in and custom SuiteCRM modules.

  • Create multiple templates for different business scenarios.

  • Use ready sample templates to build polished output quickly.

  • Generate bulk letters and exports in one click.

  • Configure sorting, numbering, record limits, and additional blank columns.

  • Save generated files directly to the SuiteCRM Documents module.

  • Download output in MS Word or PDF format.

  • Send parsed documents automatically via SuiteCRM Workflow attachments.

  • Create custom filters for related records in merged output.

Sample Document Templates

Account profile

A company profile that gives you all the information necessary from its own detail to the related information like Contacts, Opportunities, Meetings, Cases, etc. The templates are configurable to add information on the related modules.

SuiteCRM export accounts and related module data
SuiteCRM export meetings and related module data

Meeting with attendees

Prepare a complete attendee list with all required details before the meeting. Let DocParser collect the information and present it in your own custom-designed templates.

Project overview

Winning a big project is exciting, but it is only the beginning. Most projects include tasks, production, delivery, quality assurance, testing, and invoicing. DocParser helps you present project-relevant information clearly, including tasks and related resources.

SuiteCRM Parsed project, project tasks and project resource
SuiteCRM Parsed cases and case updates

Case with Case updates

Get the case and its update at a glance. Generate PDF or word of the case with fields like Case number, description, status, resolution along with the case update threads.

Download PDF
Get it for SuiteCRM DocParser from SuiteCRM Store

Frequently Asked Questions

What is DocParser for SuiteCRM?

DocParser is a SuiteCRM document automation add-on that generates Word and PDF files using module data and related record data.

Can DocParser merge related module records?

Yes. You can include related records such as Contacts, Meetings, Tasks, Opportunities, and Cases in a single generated document.

Does DocParser support bulk document generation?

Yes. Users can select multiple records in List View and generate documents in bulk for faster operations.

Can generated files be stored inside SuiteCRM?

Yes. Output can be saved to the SuiteCRM Documents module so teams can access and manage files centrally.

Can DocParser be used in workflows?

Yes. You can automate sending parsed documents as workflow email attachments.