Highlevel Overview
Creating and sending the crucial documents your business needs to operate just got easier. Variance InfoTech's PDF Creator for SuiteCRM is the ultimate tool for document automation, providing everything you need to turn your leads into clients and close deals faster.
How it Works
PDF Creator allows you to generate PDFs from any module using selected templates. Quickly create proposals and invoices, sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all while working in your CRM.
Template Gallery
Allow you to select PDF Template from the available list of templates for various modules of SuiteCRM to generate PDF.
Custom Signature
Option to have “Accept and Sign” display by signature on generated PDF.
Database Compatibility
- MYSQL
- MSSQL
Easy to Install and Setup
See more about how it works in our User Guide
To learn more about this solution, go to PDF Creator or search for "PDF documents."
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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Target List Wizard
A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to search for records that belong to a certain targe...
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