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How To Print PDF Templates In SuiteCRM 7.11.7 Leads Module

Print PDF Templates In SuiteCRM 7.11.7 Leads Module.

Process:

PDF templates:

Navigate to PDF Template module as follows Create a New PDF Template as follows Enter the name of the field, select the type of the document as leads and load the Leads Sample with A4 size and portrait orientation as shown below View the sample Lead Template Customise the margins as per your requirement and save the PDF Template. Click On View PDF Templates to view the created PDF Template. Select the created PDF Template View the PDF Template as follows

Leads Module:

Navigate to leads Module Select any one of the leads Go to Actions Menu and click on Print as PDF

Selelct the lead that you have created now A PDF Has been downloaded to the system Clcik on the PDF to view the data that has automatically merged with the leads name on it.

With this,The method to print the PDF Template In SuiteCRM 7.11.7 Leads Module comes to end.

Tag : SuiteCRM
FAQ
Q
Is it possible to set the page parameters in SuiteCRM 7.11.7 PDF Templates?
A
Yes,it is possible to set the page parameters in the SuiteCRM 7.11.7 PDF Templates.
Q
What does Load Sample are for in SuiteCRM PDF templates?
A
Load Sample has the ready-made templates which can be referred during the creation process In SuiteCRM PDF Templates.
Q
What are the options available for the document type In SuiteCRM PDF template?
A
Quotes, Invoices, Contracts, Contacts, and Lead are the options available for the document type in SuiteCRM PDf Template.
Q
Do PDF Documents inserts the necessary data From SuiteCRM?
A
Yes, PDF DOcuments inserts the necessary data from SuiteCRM during the merge process.
Q
What is PDF template used for In SuiteCRM?
A
PDF Template allows users or organisation to mcreate document templates in SuiteCRM.