Hi,
-check customer details are current
I believe you could do this to an extent in workflow, possibly with conditions that work on “Date Modified” .
For example, this could be done to ensure that data is updated regularly.
(e.g: A condition to check If Date modified is <2 days ago, then email the assigned user)
-Print customer work authorization for signature:
As far as Im aware, this wouldn’t be possible in workflow, the closes thing may be to create an Email Template that contains the specific fields you would like, (Which can be done in Email Module > Email Templates), and then you can have your workflow send an Email using this template.
Or, another method:
It could be customized so that PDFs are generated and sent via Logic Hooks.
For example, this link might give some information that could assist in this: https://suitecrm.com/forum/suitecrm-7-0-discussion/8386-email-pdf-using-logic-hook
-Add details to sales module to print
You can customize workflows to automatically update fields on a record depending on the conditions set.
However, as I mentioned, I don’t think you can have a workflow Print the data, only Email.
-print reciept
Same as mentioned above, Possibilities through workflow would include doing it via Email Templates.
Or, You could create a Logic Hook for this.
-enter payment, complete task
If the “Enter Payment” part is an external process, (i.e, outside of CRM), it will likely require some customizations to work.
However, if this is done inside the CRM, (such as, simply populating a field in a module), then Workflow can certainly do this.
(Provided that there are suitable fields & relationships set up)
Outside of workflows, a lot of the work that you mention above could likely be done as part of logic hooks.
If you want to read up on Logic Hooks / CRM Customizations, a few places to do so may be:
http://cheleguanaco.blogspot.co.uk/2009/06/simple-sugarcrm-logic-hook-example.html
http://urdhva-tech.blogspot.co.uk/2013_02_01_archive.html
https://leanpub.com/suitecrmfordevelopers
Or the Sugar Documentation:
http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_6.5/
(As SuiteCRM is a Fork of SugarCRM 6.5 CE, essentially all of the information in this guide should apply to SuiteCRM too)
Hopefully this clarifies a few things!
If you have any further questions, please ask away!