Highlevel Overview
The SuiteCRM default option for PDF documents allows you to download or email them directly without reviewing first. This can cause mistakes for users that don’t check carefully or are working quickly, because they can accidentally send the wrong documents to leads and customers. The PDF Template Viewer add-on by Unify Solutions solves this problem by enabling users to view and select the right template for each customer’s needs before sending it.
Key Features of PDF Template Viewer
- Preview and review before sending
- Download, email, and print PDF options
- Save PDF in local machine
- Filter by template name
- Supported modules: Accounts, Contacts, Leads, Quotes, Invoice, Contract
- Attractive user interface and user friendly
- More PDF options based on browser
- Upgrade safe
How it Works
Go to DetailView of the supported module and click on the Print Preview button. After clicking on the button, a full page pop-up window will appear.
Easily search for and select templates, then click to see a PDF template preview.
Select from options to download or email the PDF document to your contacts.
To learn more about this solution, go to PDF Template Viewer or search for "PDF."
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Heatmap
Visualizing your SuiteCRM geocoded data is now easy! With this Heatmap dashlet you will be able to easily identify clusters of data on a map based on the density of the data points and optional data points weight.
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MTS SubPanel Record Counter
MTS SubPanel Record Counter enables SuiteCRM users working in Detail View to see the number of records in every subpanel upfront, saving the time it takes to click on each subpanel to understand the amount of related information inside.
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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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