Hello! I inherited Sugar from a previous administrator who deleted all templates in the PDF Manager. HTML coding is not my forte and I have been struggling. I am looking for a quotation template. Can anyone help me?
Hello! I inherited Sugar from a previous administrator who deleted all templates in the PDF Manager. HTML coding is not my forte and I have been struggling. I am looking for a quotation template. Can anyone help me?
why PDF templates, especially if the custom ones have gone?
you should have Doc Merge functionality in Sugar, you can find the quotation template for it here
https://support.sugarcrm.com/Knowledge_Base/Doc_Merge/Sample_Document_Templates/
and no more HTML coding!
some useful ideas here https://sugarclub.sugarcrm.com/explore/help-forums/enterprise-professional/f/enterprise-professional-questions/5633/doc-merge---library-of-errors/26572#26572
I hope this helps
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
why PDF templates, especially if the custom ones have gone?
you should have Doc Merge functionality in Sugar, you can find the quotation template for it here
https://support.sugarcrm.com/Knowledge_Base/Doc_Merge/Sample_Document_Templates/
and no more HTML coding!
some useful ideas here https://sugarclub.sugarcrm.com/explore/help-forums/enterprise-professional/f/enterprise-professional-questions/5633/doc-merge---library-of-errors/26572#26572
I hope this helps
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient