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.
Preview PDF templates before you send to your contacts
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 document to customers. The PDF Template Viewer add-on solves this problem by enabling users to view and select the right template for each customer’s needs before sending it.
PDF Template Viewer Features
- 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 to Use PDF Template Viewer
Go to DetailView of supported module and click on Print Preview Button:
After clicking on the button, a full page pop-up window will appear:
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"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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scott7