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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Adobe Acrobat Sign Integration
Using this complete SuiteCRM and Adobe Acrobat Sign integration, you can quickly pull data from key modules (Account, Quote, Contract and more) and send it out for signature directly from SuiteCRM. Signed documents are then returned to SuiteCRM and attached to the document envelope of the correspond...
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User Online Activity
User Online Activity is a helpful tracking add-on for SuiteCRM that checks the online availability of users and provides real-time data. Activate this advanced online monitoring solution to view online/offline statuses and calculate time spent working within the CRM per user.
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