I have an image that I want to use. I want to upload the image to Sugar instead of hosting it somewhere else. How can I upload it to Sugar so it is available to the PDF manager?
I have an image that I want to use. I want to upload the image to Sugar instead of hosting it somewhere else. How can I upload it to Sugar so it is available to the PDF manager?
anyone have any luck? I have added the logo and saved but when searching the pdf isn't there???? Anyone have success customizing the Quote form?
Any reason you still need to use the PDF manager since the wDocs / Doc merge feature is now included within Sugar?
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CRM Business Consultant
no reason, I am new and asked support and was given the link to create it in PDF manager. So I could be doing the quote in doc merge? Sorry I am new and this is the first time trying to customize the quote template for our customer service team.
Hi Michelle, welcome to the community and no need to apologise at all. Yes as Vince has said you are probably better off, doing this using documerge as you will not have to upload the images anywhere. If I can help let me know by emailing jbushnell@enable.services thanks Joe
Hi Michelle, welcome to the community and no need to apologise at all. Yes as Vince has said you are probably better off, doing this using documerge as you will not have to upload the images anywhere. If I can help let me know by emailing jbushnell@enable.services thanks Joe
These are some sample templates, one is for quotes support.sugarcrm.com/.../
thank you!!! I will take a look. I spent all day yesterday creating it but then couldn't get it as an option to use it..............I really appreciate your assistance.