Be aware: This can be a module for Perfex CRM.
Customise PDF of Perfex CRM
Introducing the PDF Customizer for Perfex CRM, a module that may assist you to customise Proposals, Estimates, Invoices, Credit score Notes, Funds and Contracts’ PDFs despatched to your prospects!
This module fulfills the long-awaited want for complete customization of PDFs, providing unparalleled flexibility in tailoring your Proposals, Estimates, Invoices, Credit score Notes, and Contracts.
Revolutionize the best way you current your enterprise with our PDF Customizer Module, a groundbreaking answer designed solely for Perfex CRM. Our module is designed to empower customers with the flexibility to create polished, personalized PDFs with out the necessity for advanced coding or exterior instruments.
PDF Customizer Key Options
WYIWYG Enhancing: Take full management of your doc’s look with our What You See Is What You Get (WYIWYG) editor. Effortlessly customise headers, footers, and extra elements of your PDFs instantly inside the intuitive editor. No coding required – simply the liberty to design paperwork that replicate your model.
Header and Footer Customization: Craft professional-looking paperwork by including customized headers and footers. Showcase your organization emblem, tackle, or another important info, making certain that every doc is a real illustration of your model identification.
Additional Pages Injection: Seamlessly inject additional cowl pages and shutting pages to your Proposals, Estimates, Invoices, Credit score Notes, and Contracts. Whether or not it’s a customized introduction or a heartfelt closing assertion, our PDF Customizer Module allows you to make an enduring impression.
Versatile Design Parts: Tailor the design parts of your PDFs to match your enterprise aesthetics. Select fonts, colours, and types that resonate together with your model, making a constant {and professional} picture throughout all of your documentation. You may also customise all rows with colours of your alternative!
Time-Saving Effectivity: Say goodbye to the effort of guide doc customization. Our PDF Customizer Module streamlines the method, permitting you to generate enhanced and polished, personalized PDFs with just some clicks.
Please observe that our PDF Customizer Module is a module that integrates seamlessly with Perfex CRM and it makes use of core’s PDF driver, inheriting potential limitations of 110px peak for banner photos and one line texts for footer.
Rework the best way you current your enterprise – elevate your PDFs with the PDF Customizer Module for Perfex CRM.
Improve professionalism, save time, and depart an enduring impression with each proposal, estimate, bill, credit score observe, and contract you ship.
Improve your shoppers’ Perfex CRM expertise as we speak!
Set up/Help
It takes solely just a few seconds to be put in, activated and have it totally working.
You possibly can set up our module by going to Perfex CRM Settings -> Modules -> Add and add the zip file downloaded from CodeCanyon, at your Perfex CRM (min model 3.0). Activate the module on the subsequent step and you may be all set!
When you’ve got any questions, be at liberty to boost a help ticket at our support area.
Guys from help division will get again to you as quickly as potential with a reply.
Model 1.1.2
-Compatibility fixes
Model 1.1.1
-Enhancements in prefix/suffix pages dealing with
Model 1.1.0
-Added help for Funds -Added shade customization for rows
Model 1.0
-Preliminary model
