Document Designer
VTExperts: Vtiger Employee Contract Management Customization
September 13, 2026
Article
Employee contract management can become difficult when organizations have different contractual frameworks, employee-specific terms, multiple agreements for the same employee, and different contract versions To address these requirements, VTExperts customized Vtiger CRM by creating three custom modules Employees, Master Contracts, and Employee Contracts and connecting them with the existing Clients/Organizations module. The solution also dynamically populates contractual content based on selected terms and generates the completed contract as a PDF. Why Customize Vtiger CRM for Employee Contract Management? A standard employee record is not always enough to manage employment agreements. An employee may have multiple contracts over time, and each agreement can have its own working hours, remuneration, benefits, pension, overtime, absence, termination terms, and other conditions. Rather than keeping all of this information on a single employee record, the customization separates employee information from information that belongs to a specific agreement. It also introduces a Master Contract layer for
Multi-Currency Vtiger Quotes with VTExperts IDCA (Customziation)
September 2, 2026
Article
Multi-Currency Vtiger Quotes can contain items with different currencies, office locations, and payment types within a single Quote. VTExperts extended its Item Detail Customizer Advanced (IDCA) extension to support currency-specific and payment-specific calculations, separate subtotals and totals, location-based sections, and customized PDF output. This customization allows businesses to manage complex pricing requirements while keeping currencies, locations, and payment frequencies organized within a single Vtiger Quote.
Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic
April 23, 2026
Article
We have all been there: you are about to send a contract or an agreement, but it is filled with “N/A” markers and empty sections that do not apply to the client. It looks messy, feels impersonal, and a bit unprofessional. In Vtiger CRM (Open Source), the “one-size-fits-all” template is a thing of the past. Thanks to VTExperts’ Document Designer, you can now use Conditional Logic to make your templates “smart.” Instead of maintaining a dozen different files, you use one Master Template that automatically hides or shows fields based on your CRM data. Imagine you are managing properties. Not every tenant has a pet, so why should every lease include pet addendum? With a simple conditional logic on picklist field “Is Property Pet Friendly?” in your CRM, the Document Designer takes over: If Yes: The “Pet Policy” section—complete with pet types, deposit amounts, and specific rules—instantly appears in the
Group & Sort Related Records By Fields In VTExperts Document Designer For VTiger
February 7, 2019
Article
Document Designer PDF maker and Electronic Signature for VTiger has this feature to add a table from related modules. The purpose to add a related module table is to show related records to this specific record. There are options like which fields to show, filter the records, theme, and size it properly. Group Related Records By Fields We have added another option to group related records by given fields. If you go to a document in Document Designer > Data Objects > add a Related Module table, you will see the “Group by” field. This is a multi-select field, so you can add as many fields as required in order to group the related records by those fields. This is how the outcome will look like depending upon the selected fields: There’s another option in the same settings block, which is “Sort Field”. This is a picklist, so you can
Add Custom Fonts To Document Designer In VTiger
January 28, 2019
Article
Document Designer by VTExperts is a tool for VTiger open source that lets companies to streamline data management and perform the required paper work with modern tools and options. The editor is able to create and configure smart documents with the ability to show conditional fields and map data through those fields. The extension comes with electronic signing as well as formal processing of the created and signed documents. There’s lot more to this tool; you can read the details, see video demos, and go through the user guide on the extension’s page. Add Custom Fonts to Document Designer We have now added the ability to add custom fonts to the Document Designer. Users can choose any fonts that they require to use for their documents, proposals, quotes, invoices, orders, webforms, email templates, PDFs etc. The way it works is quite simple: Get the font you want to use in
Create Custom PDFs In VTiger 7
June 22, 2018
Article
Proposal & Document Designer for VTiger is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster. No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. Proposal & Document Designer for VTiger lets you create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all the while. How to Create Custom PDFs Go to Menu > Settings > CRM Settings > Extension Pack > Document Designer. Click on the “Add” button to create a custom PDF. You can user Rich Text formatting options in the custom PDF. You can also Drag and Drop elements form the right side of the screen. You can add and modify Fields(Start date, Down Payment etc) and Signature. You can add Images. You can add Pricing Table and Related Module. In addition, you can Insert Data from
Add Related Module To Document Designer In VTiger 7
May 31, 2018
Article
VTiger Document Designer is the ultimate tool for document automation. It’s an easy to use template builder to design professional PDFs and online documents. It’s mostly used to elaborate proposals, quotes, invoices, sales and purchase orders. In addition, it allows you to map and show data from Related Modules. How to Use Related Module in Document Designer Go to the Menu > Settings > CRM Settings > Extension Pack > Document Designer and click on the “Add” button to create a new template. Click on “Properties” tab. From here select the Primary Module. Now go to “Blocks”. Drag and drop the “Related Module” block. When you hover the cursor on the Related Module Block, two Icons will appear of Settings and Delete. Click on the Settings Icon. Add the related Fields. You can also select the
Enable Digital Signature In VTiger 7
May 19, 2018
Article
Proposal & Document Designer is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster. No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. Proposal & Document Designer for VTiger lets you create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all the while. How to Enable Digital Signature In Document Designer Add a Signature Field. When the signature element is first added, it defaults to be “Signed by the recipient”. In most cases this is what we want, meaning that once you send the document, the recipient will be able to click on the signature icon and place the signature. You can also pre-set signature by clicking on the gear icon and drawing the signature. If you do that, your drawn signature will show up
Document Designer New Feature: Create NEW Records Utilizing Forms
December 30, 2017
Article
We’ve recently added new feature to our document designer, which allows to create new records in VTiger. It’s very similar to how our update functionality works (If you are familiar). The idea is that user will create a document/form that can be sent to a customer or any other email or even placed online i.e your website and when the form gets filled out – the record will get automatically created in VTiger. It’s similar to webform functionality, however it’s more powerful that that, because it supports all standard and custom modules as well as links back new record to parent record e.g organization (if configured/sent properly). Simple Example: create custom form and place it on your website for new signups (lead/contact information will flow directly into VTiger). Advanced Example: create custom form that you can send to your customers for tickets/support requests, data gathering. The form can be created
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