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.
yes indeed Michelle Plutto
Here's the full support help article with examples
https://support.sugarcrm.com/Documentation/Sugar_Versions/11.3/Sell/Application_Guide/User_Interface/Doc_Merge/
it's useful for any type of document, not just Quotes but also things like Contracts and NDA's
I'm available for consultancy if required
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CRM Business Consultant
thank you!
thank you!