Posts Tagged ‘CRM’

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Leverage Vtiger Print Templates to Create Custom Documents


Is shoddy documentation slowing down your business growth? Are you spending inordinate amounts of time creating invoices, quotes, and sales orders for customers?
Well, you are not alone. According to Tech Crunchies, daily productivity loss of over 21% can be imputed to document issues1.

While due diligence cannot be skipped, there has to be a better way of generating documents efficiently. Creating great documentation shouldn’t be resource-intensive, especially in this technologically advanced age. Vtiger CRM’s Print Templates help improve your productivity by nipping these documentation issues right in the bud.

This blog post helps you understand how to overcome documentation hurdles by using Vtiger Print Templates.

So what are Print Templates?

Vtiger CRM’s Print Templates are pre-designed ready-to-use templates that you can use directly or customize to create documents as per your business needs. For example, quotes, sales orders, invoices, forms, etc.
The Print Template feature can be accessed from all modules via the print/export PDF option. For example, Quotes, Sales Orders, Invoices, Workflow email tasks, Customer Portal, etc.
With Vtiger’s Print Templates you can:
  • Create, print or save documents as PDFs
  • Save time and effort in creating templates/document formats from scratch
  • Share the documents
  • Share the documents for e-signatures
Let us learn about these benefits in detail:

Create your very own print templates or pick from existing ones

Use Vtiger’s existing print templates to generate sales documents such as quotes, invoices, etc. effortlessly. You can modify the pre-existing print templates instead of creating a new template from scratch. You can create your own new print templates if you want to.

Customize a template

You can customize a template by configuring an existing template. You can add parameters such as page size, orientation, watermark, currency and number fields, etc.

Barcodes in your document

Vtiger CRM allows you to add barcodes to your PDF documents created via Print Templates. You can easily generate a barcode by choosing available barcodes and the CRM will add it to the printed PDFs accordingly.

Esign and more

Experience convenience at its best with the Esign functionality. The Print Template feature allows you to insert DocuSign tabs in a document where signatures are needed. You can then send the document to signatories for signatures to be added electronically. With Esign, you can avoid printing and sending the documents manually for signatures.

Specify conditions to customize a document

If you want to print data conditionally in your sales documents, Custom Functions has you covered. A print template can be customized using If, Expression, Empty, and Not Empty functions to verify specific conditions from the record. This level of customization allows you to truly control every aspect of your sales documents.

Can you believe how easy it is to create custom sales documents in Vtiger CRM?
Experience the convenience of print templates for yourself! Sign up for a free trial today.

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Reference:
[1] https://hubbion.com/crunchies/tag/document-management-system/

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