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How To Print PDF Templates In SuiteCRM 7.11.7 Leads Module

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Print PDF Templates In SuiteCRM 7.11.7 Leads Module.

Process:

PDF templates:

Navigate to PDF Template module as follows sNAP (1) Create a New PDF Template as follows sNAP (2) 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 sNAP (3) View the sample Lead Template sNAP (4) Customise the margins as per your requirement and save the PDF Template. sNAP (5) Click On View PDF Templates to view the created PDF Template. sNAP (6) Select the created PDF Template sNAP (7) View the PDF Template as follows sNAP (8)

Leads Module:

Navigate to leads Module sNAP (9) Select any one of the leads sNAP (10) Go to Actions Menu and click on Print as PDF sNAP (11)

Selelct the lead that you have created now sNAP (12) A PDF Has been downloaded to the system sNAP (13) Clcik on the PDF to view the data that has automatically merged with the leads name on it. sNAP14

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

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Frequently asked questions ( 5 )

Q

What is PDF template used for In SuiteCRM?

A

PDF Template allows users or organisation to mcreate document templates in SuiteCRM.

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 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

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

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.

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