For SuiteCRM users looking to streamline document management, the Enhanced PDF Template add-on offers a revolutionary way to generate PDF documents across various modules, including custom ones. Built as an extension to the existing PDF Template module, this add-on by Simbanic breaks conventional boundaries, allowing you to seamlessly generate documents for every module you work with.
The traditional PDF Template module in SuiteCRM limits users to generating PDFs only for selected modules such as Accounts, Contacts, and Invoices. However, the Enhanced PDF Template takes it a step further by supporting PDF generation for any module, custom or otherwise. This flexibility enables businesses to cater to more bespoke requirements without wrestling with preset limitations.
Another standout feature of the Enhanced PDF Template is its ability to parse data not only from the selected module but also from related modules. For instance, when printing line items on a quote sample, this add-on organizes the data in a tabular format, maintaining clarity and readability. Such a feature is invaluable for businesses that rely on extensive data representation across documents.
Moreover, the Enhanced PDF Template add-on works seamlessly with Glances, a tool integrating SuiteCRM with various popular workplace apps. This synergy allows you to create documents in multiple formats such as docx, xlsx, odt, ods, and pdf, without needing additional plugins installed.
Beyond just PDF generation, the add-on supports the upload and previewing of multiple file types directly within SuiteCRM, offering convenience and versatility in document handling. Supported file types range from PDFs to Word Docs, and even images like PNG and JPG. This functionality ensures that all your documentation needs are met in one cohesive ecosystem.
If you’re keen to see the Enhanced PDF Template in action, request a demo today. Experience firsthand how this tool can transform your SuiteCRM experience, enhancing productivity, and unlocking new potentials across your business processes.
Whether you’re looking to streamline operations, enhance data presentation, or simply expand SuiteCRM’s capabilities, the Enhanced PDF Template add-on is your key to unlocking unlimited potential. Don’t hesitate to reach out for support if you have questions or need guidance.
