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."