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 related module e.g “Contact Name” related to the “Invoice”.
- Click on the “Document Designer” button in the record detail view and select “Download PDF“.
Fore further help, contact us on [email protected]. We’ll be glad to be of service.