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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Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
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Quotation Avalara Tax
With the Quotation Avalara Tax add-on, your sales and service teams can generate more accurate quotations from within SuiteCRM based on customer zip codes and corresponding tax rates in the United States.
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