Ever experienced this scenario, while creating invoice for your customers and found a small but glaring mistake, after converting it to PDF? If your answer is Yes, then you know how difficult is to edit PDF document without the source in Word or Excel (for example).
Whenever your customer requests for an invoice, you may use any one of the source, say Word along with different templates and images to create beautiful invoices. And then use a convertor tool to get it as PDF. Now, if you find any mistake, you need to change the source and then again need to convert it. As well, it also adds an extra work as you need to maintain a separate excel sheet to keep track of all your invoices. So, what’s a solution for all these additional & tedious works?
PDF Maker for Vtiger – To design your own PDF templates for Invoice, Quotes, Sales order, Purchase order and more within your Vtiger CRM.
Design your own PDF
Take your business to the next level by delivering professionally looking documents designed invoice to your customers. With PDF Maker, you can easily design and maintain all your PDF templates within the Vtiger CRM. Easily configure and design your template header, footer and body individually and you can also customise your pdf with page formats, orientation, barcodes, product and company info to enhance your customer experience.
Send Invoices via Mail
Your invoice is often the last point of contact with your customers to get paid and it is the critical part of any successful business. So it’s important to provide them a well-designed and beautiful invoice in order to make a lasting performance. With, PDF Maker you can easily design your own invoices of your choice and send it via email from your Vtiger CRM. And with help of some advanced tools, you can also attach the paypal pay now button right inside your invoice to help your customers to pay instantly.
Built-in PDF Export
If you need to print off all your inventories when it comes time for tax filing, or if you simply prefer having copies saved to your hard drive as well, you can export them easily with PDF Maker. It enables the export of your PDF with the option to choose the product fields either with all or limited set of details within the Vtiger CRM. You can also edit your template at the time of export.
Get started right away! and let us know your feedbacks at [email protected]
Vtiger Google Calendar Sync is now available for Vtiger 7
“If you fail to plan, you are planning to fail!”
Noted by Benjamin Franklin. Organizing and scheduling all your events and appointments, would definitely help you to efficiently manage all your works. So always a calendar has a place of honor at the workplace. But sometimes, it doesn’t exactly helps when there are so many calendars to keep with.
An average office worker’s calendar is always a bunch of different calendars, stacked on top of each other – a product release schedule, a sales call, a client meeting, a team lunch and so on. On the other hand, personal calendar holidays, travel plans, birthdays, anniversaries, etc,. At this time, there is a possibility of having so many calendars to keep up with and it makes the calendar as a yet another source of distraction.
Meet Vtiger Google Calendar Sync, with the support for the latest version of Vtiger CRM 7. With Vtiger Google Calendar Sync, you can stay updated with all your schedules within your Vtiger CRM.
Once you have installed the Vtiger Google Calendar Sync, configure the required Google Calendar API. After that’s done, you can check all your calendar events within your Vtiger CRM. Vtiger Google Calendar Sync will keep your Vtiger CRM synced with all the latest events and appointments, so you never overlook your calendar for any activities.
Bi directional Sync – You can create new events, edit or delete events either in Vtiger CRM or Google Calendar and have them updated in both.
Sync Specific Events – Pick and choose exactly from which time range you need to sync your calendar events.
Automated Sync – Vtiger Google Calendar Sync runs in the background, and you can configure how often to run the sync between your calendars.
Securely Sync Events – The sync happens over highly secure Google API in both the directions.
Logs to maintain Sync Info – Get the complete sync info like sync status, Google event Id, Vtiger Id within your Vtiger CRM.
Go ahead and give it a try to efficiently track and organise all your activities inside the Vtiger CRM. Kindly write to us your feedback at [email protected] or Please leave your comments below.
How to connect Google Calendar with your Vtiger CRM calendar
“Calendars” play an essential role in our day-to-day lives. They are helpful inefficient planning of all our activities like our daily chores, important events, special celebration days and more. And we all not plan our activities in a single calendar, there will be 2 calendars at least, one is our CRM calendar to plan our official works and another is our Gmail calendar to plan our personal works.
Not only this is frustrating, but also at the high risk of missing out some of the important activities. Here comes Vtiger Google Calendar Integration, to keep your Google Calendar and CRM events sync.
How to connect?
- Install and activate the plugin.
- Navigate to the Google app Settings.
- Add the Client Id, Client Secret and the API key, finally Click on Save.
- Navigate to the Google Calendar Sync, click on Click here to Authorize.
- That’s it now you’ve connected and authenticated your Google Account.
How does it works?
- Vtiger Google Calendar Integration triggers 2-way sync of your calendar events.
- You can sync all the Google Calendar events as Meeting or Call or Mobile Call i n your vtiger CRM.
- You can view the synced events in your CRM Calendar as well as your Google Calendar.
What you get?
- Specific event sync – Vtiger Google Calendar Integration offers you with an option to choose your own time range to sync the calendar events. Choose the start date, the events that are planned on that date and future events will be synced.
- Choose when to run the sync either at the Instant (Manual sync) or Automated sync.
- Instant Sync – Single click to sync all your calendar events.
- Automated Sync – Set the CRON time to automatically run the sync based on CRON time. Events updates on one calendar will be automatically mirrored on the other.
- Logs – Get to know about the success and failure of your sync with the sync status and know the reason for the sync failure in the message for efficient analysis in logs.
Check out more details about Vtiger Google Calendar Integration in our page. Connect your calendar now and start sync.
Faster Address Filling in Vtiger With Autofill
We are excited to announce the release of our new Vtiger module, Smart Address Lookup.
Smart Address Lookup enables you to update customer address by auto complete the address fields in your Vtiger CRM easily and quickly. It works with all the Vtiger entity modules. It is one of the must have module to improve productivity and helps you keep the data without typos.
The product is very flexible to use. You have complete control to turn ‘On’ and ‘Off’ auto fill option in your individual modules. You can customize the way you want the looked up address to be filled in the each CRM module.
You can refer to the Product Page for more information on how the product works. Feel free to play with the Live Demo. Feel free to write to us for any assistance or your feedback to [email protected]