View & Workflow
List & Detailed view
PDF Maker lets you to export your PDF from list as well as detail view.
To export as PDF from the list view,
Select the record from the list.
Click on Actions and select Export PDF from the dropdown.
- Select the template from the dropdown and click Export.
With PDF Maker, you can limit the fields that you need to export using the block start and end tags.
You can also export your PDF from the detailed with PDF Maker. You can also send email, manage it as Vtiger Documents, edit and export your pdf.
Export – Lets you to export your pdf. Select the template and then click export.
Send Email – It lets you to send your PDF in Email.
Save into Documents – Lets you to save your pdf into your Vtiger Documents
- Edit and Export – You can instantly edit your pdf info and then export.
PDF Maker lets you to create task for workflows that automatically trigger your send mail action whenever an event occurs. You can create task for any modules.
To add task,
Go to Settings → CRM Settings → Workflow
Select the module to add workflow, then schedule and add conditions.
- To Add task, click Add To do → select the task from the dropdown.