Today’s business world moves at the speed of light. If you want to get the most out of your company, you need to be able to keep up with the pace. That’s why you use vTiger CRM in the first place. However, if you are still handling your documents the old-fashioned way, then you are wasting valuable business time that could cost you money and customers.
The ability to preview your documents before sending them to your customers or team members is vital to the efficiency of your business. If you don’t take the time to look over your documents and check for mistakes, you could end up losing your sales. In a standard vTiger installation, you need to download or open each document outside of the system in order to look over it. This takes a lot of extra time and wastes precious company resources. It’s time you start previewing your documents in a more sensible way.
vTiger Document Preview Speeds Up Your Processes
With vTiger Document Preview, you can see over 30 file types right in your vTiger CRM panel. There’s no need to waste time downloading or opening all your documents. With a simple click, you get an instant full preview of any document you need.
The vTiger Document Preview extension is available on virtually every module and can function in Documents Listview, Document Select Popup, and the Document Related list. This gives you the ability to easily go over a document in almost any setting.