• TCPDF version

    Hi, for our customers PDFs are bread and butter of communication with their customers. Only the current TCPDF library in Sugar is quite old and doesn't handle CSS well. What do you think about upgrading this library (and the whole PDF Manager module…
  • Sending a quote - Other options

    What other options are there for sending a quote to a company? We have reviewed the Docusign, Pandadoc, HelloSign and recently DealHub (not great for small companies as they have a 10 seat min). The pdf files we currently send are locked, have terrible…
  • Get original Documents/Notes pdf saved as files without extensions

    Hi. When I create notes for users and add documents to the note, this documents (pdf, xls...) are saved in upload folder as files without extension. If I download this documents from web I can download it as the original pdf. But I need to extract the…
  • Handling file creation on the cloud

    Hi, we face an issue with a piece of customisation we wrote some time ago that is not working anymore on the cloud. We have a logic hook that works on Opportunities. When the opportunity reaches a certain state we create a PDF file add it to a new note…
  • How to disable PDF report password protection?

    Hello there, Some of our customers have strict email security measures that flag CRM-generated emails as "not secure - cannot verify" when they contain report PDFs. It appears that Sugar password protects the reports in order to prevent modification.…
  • Generate a PDF from PDF Manager to the Documents Module.

    I have had a couple of clients ask about this so I thought I would check to see if anyone else has come across this. When generating a Quote PDF, the client wants to save the generated PDF as a Document record related to the Quote record. They want to…
  • How to generate a quote pdf programmatically

    Hi, I use SugarCRM 7.6 Pro and I want to generate a PDF file of a quote (or another module) with PHP code. As you can see in the below picture, what I want is to replicate the functionality of Download PDF with selected Template. I need to generate the…
  • PDF won't download with app.api.fileDownload

    I have a custom API that generates a PDF file, the file is stored in the cache correctly and I can see it in my browser when go to the URL if I reload after I get there, which is puzzling. ( https:// <mysugarcrm>/cache/Sugarpdf/Contract_1463529577.pdf…
  • Open attachments in a new browser window

    Hi, If you click an attachment in Sugar (6.x), for example in the Notes section, then the file will be downloaded. We have a lot of attached PDF's in our CRM. Is it possible to open/view the PDF (in a new browser window) instead of having to download…