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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Space Blue Theme
Launch your SuiteCRM into a new era. Space Blue Theme enhances user experience with a stellar aesthetic. Download now.
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Approval Process
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
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Escalation Management
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours and annual holidays, etc. This...
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