by Simbanic

Enhanced PDF Template add-on allows user to generate a PDF for any SuiteCRM module.

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Admin Guide

Features

  • Configure Enhanced PDF Template for any module of the SuiteCRM.
  • Create dynamic PDF Template for the configured modules and generate PDF from the dynamic template.
  • Dynamic template parsing allows printing the particular module’s data as well as related data. Related data can only be printed in a tabular form like line items in quote sample.

How to Use

  • Enable module to use Enhanced PDF Template plugin via SuiteCRM Admin > Enhanced PDF Template > Modules.

ehnaced-pdf-template-admin.png

  • Select and submit modules. Selected modules will be available in the type field of the PDF Template.

ehanced-pdf-template-config.png

  • Goto the PDF Template Editview. Select the module from the Type field and create dynamic PDF Template as per the requirements. Please note here that - related data ( Data of subpanel or more precisely One to Many relationships data) can only be printed in tabular form just like line item in the quote sample

ehanced-pdf-template-editview.png

  • User can download the PDF from the ListView

suitecrm-listview.png

  • User can also download the PDF from the DetailView

suitecrm-detailview.png

Video - Download the PDF

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