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.
#4758 - the preview button does not come up
good evening, I installed the trial version of PDF Template Viewer, but the preview button does not come up. I also did the repair and build, but nothing. Then I ask if it is possible to have the preview also in the products module, it is the module I use most often. Thanks Massimo
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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
a year ago
Versione 7.11.10 Sugar Versione 6.5.25 (Build 344)
a year ago
Hi Massimo,
For Preview Button Hit Ctrl + R once on Detail View Page of Specific Module.
Make sure PDF Template setting is enabled. Refer https://store.suitecrm.com/docs/pdf-template-viewer/admin-guide
PDF Template Viewer works on any Modules, just add Module name in **Type ** dropdown field of PDF Templates Module from Studio or Dropdown Editor.
Default Modules are Accounts, Contacts, Leads, Quotes, Invoice, Contract.
If any query, please feel free to connect.
Thanks Nikhil Unify Solutions
a year ago
good morning, I have followed all the steps correctly, but I don't see the preview button
Massimo
a year ago
Hi Massimo,
Need to troubleshoot issue at your end. can we connect remotely on Anydesk or any other source for troubleshoot.
Send email at unifysolutions7@gmail.com for connect.
Thanks Nikhil Unify Solutions