If existing PDF templates doesn’t meet your business requirements, PDF Maker will help you to create custom templates for Invoice, Quotes, Sales Order and Purchase Order modules. As a result, you can use customized documents for your business operations.
Installation
PDF Maker is an extension. You will have to install the extension to create custom templates
Follow few simple steps to install PDF Maker
- Click
gear icon in the top right
- Click CRM Settings
- Click ‘Studio’ drop-down in the left
- Click Module Manager. You can click on
pin icon next to it to add a shortcut to your settings home page
- Click Import Module button in the top right
- Locate PDF Maker Free Extension and click Install button next to it
After successful installation, you can locate PDF Maker extension under ‘Other Settings’ block in Settings page
Getting Started
Your organization must be using custom templates to manage inventory operations. With PDF Maker, you can design identical templates for Invoices, Sales Orders, Purchase Orders and Quotes.
Steps to create custom templates
- Click
gear icon in the top right
- Click CRM Settings
- Click ‘Other Settings’ drop-down in the left
- Click PDF Maker. You can click on
pin icon next to it to add a shortcut to your settings home page
- Select desired module to create custom template
- In the edit view of template, you can either completely remove the default template or make some modifications on it.
- Write some text in Body, Header or Footer section.
- Set the cursor into position, choose your variable and click on ‘”Insert into template'” button. You can make some design adjustments, too.
In the edit view of default template, you will be able to see information under five different tabs
Properties | |
---|---|
Module | To select fields from selected module(Invoices, Quotes, Sales Orders and Purchase Orders etc |
Related Modules | To Select fields from related module. For instance, Organizations, Contacts etc are related modules for Invoice module |
Product Block Template | To select product or service information of individual or group tax |
Other Information | |
---|---|
Company and User Information | To select Company related information configured in Company Details feature, and Current user and Assigned to user information from My Preferences |
Terms and Conditions | To select Terms and Conditions. |
Current Date | Insert current date in different formats |
Barcodes | To select barcodes into your template |
Label | |
---|---|
Global language | To select all simply CRM global language expressions |
Module language | To select all main module language expressions |
Note
You can choose variables from Global simply language file or variables from selected module. While exporting file into PDF format, variables will be replaced with translated string.
Product Block | |
---|---|
Product block | To manually define product block start and end |
Common fields for Products & Services | To select data (like Unite Price, Quantity, Discount,Description, ..) for Products or Services from Invoice, Quote, Sales or Purchase Order |
Available fields for Products | To select all available fields from Products Module (like Product Category, Vendor, …) |
Available fields for Services | To select all available fields from Services Module (like Product Category,…) |
Product block template | To select default product block templates that you can be modified according to your requirements |
Note
Product/Service variable used by Product block should be defined in between PRODUCT BLOCK START and END tags
Settings | |
---|---|
Page Format | To select Page Format (from these types A3, A4, A5, A6, Letter, Legal) |
Page orientation | To select page orientation (Portrait or Landscape) |
Ignored picklist values | To select the picklist values separated by comma, which will be ignored in PDF templates. (i.e. –None–, –none–, –keine–) |
Margins | You can define Margins of page (Top, Bottom, Left, Right) |
Number format | dec_point – Sets the separator for the decimal point. decimals – Sets the number of decimal points. thousands_sep – Sets the thousands separator. |
Inserting Images
You can personalize your custom template by inserting images.
Steps to insert images
- 1. Click image icon
- 2. Click Upload tab
- 3. Browse for the file and click Send it to the Server button.
- 4. Click Ok
Inserting Tables
You can also populate tables into your template to represent data in tabular format
Steps to insert tables into your custom template
- 1. In the edit view of template, click table icon located on tool bar
- 2. Set a basic table properties like width, height, column and rows count
- 3. After that the table is inserted into template, you can write text, insert all available fields from chosen and related Modules or add some images into this new table. You can also make some design adjustments like bold text, underline etc.
Exporting PDF Files
After successfully creating your custom template, you can export personalized business orders in PDF format.
Steps to export files to PDF format
- Click Invoices’ tab. You can find Invoices module under All dropdown on menu-bar. You can also export Quotes, Sales Orders and Purchase Orders.
- Click desired record
- In the detail view of the record, click on PDF Maker drop-down in the left
- 4. Select desired language from the drop-down
- 5. Click Export