Generating great looking documents from SuiteCRM just got a whole bunch easier with DocParser. However you use your CRM, you can now design templates that use your data to create PDFs or Word docs. This includes any related data as well as any custom modules that are important to your business.
Highlevel Overview
DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view.
Sample Generated Doc
Highlighted Features
- Create documents from stock and custom modules.
- Built-in template builder/designer.
- Includes sample templates to get you started.
- Generate bulk letters from a single click.
- Option to set sorting, numbering, record limit, and an additional blank column for further process.
- Download as either MS Word or PDF.
Template Editor
To learn more about this solution go to DocParser or search for "docparser".
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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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MTS Code Generator
The MTS Code Generator add-on helps you automatically generate accurate codes for invoices, profiles, customers, quotes, and more automatically for any records according to the rules you set. Avoid manually entering codes and accidentally making crucial typos or confusing duplicates.
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