PDF Manager and templates support

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?

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0 Dmytro Chupylka over 1 year ago

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
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0 Dmytro Chupylka over 1 year ago

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
Cancel
Vote Up 0 Vote Down

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Verify Answer

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