by Unify Solutions

Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.

Free 30 day trial
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Admin Guide

Configuration

Go to Admin panel and navigate Unify PDF Template Viewer Settings > Modules

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Enable setting to use the PDF Template Viewer.

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See User Guide

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Rating
  • "Still on the trial, but so far loving this software. It provides an easier way to review the invoice or quote in its final form, prior to emailing it..." - scott7

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