Use Vtiger print templates to create your own documents
Posted: Sat Dec 21, 2024 4:30 am
Is poor documentation slowing down your business growth? Are you spending too much time creating invoices, proposals, and sales orders for clients?
Well, you’re not alone.
According to Tech Crunchies, over 21% of daily productivity loss can be attributed to documentation issues. 1 .
While due diligence can’t be skipped, there must be Phone Number Database a better way to create documents efficiently. Creating great documentation doesn’t have to be resource-intensive, especially in this technologically advanced age. Vtiger CRM Print Templates help you increase your productivity by nipping these documentation issues right in the bud.
This blog post will help you understand how to overcome your documentation woes with Vtiger Print Templates.
So what are print templates?
Vtiger CRM 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 template print function can be accessed from all modules using the PDF print/export function. For example, quotes, sales orders, invoices, workflow email tasks, customer portal, etc.
With Vtiger Print Templates, you can:
Create, print or save documents in PDF format
Save time and effort when creating document templates/formats from scratch
Share documents
Share documents for electronic signature
Let's find out more about these benefits:
Create your own print templates or choose from existing ones
Use existing Vtiger print templates to easily create sales documents such as quotes, invoices, etc. You can modify existing print templates instead of creating a new template from scratch. If you wish, you can create your own new print templates.
Customize template
You can customize the template by customizing the existing template. You can add options such as page size, orientation, watermark, currency and number fields, etc.
Barcodes in your document
Vtiger CRM allows you to add barcodes to PDF documents created using print templates. You can easily generate a barcode by selecting available barcodes and the CRM will add it to the printed PDF files accordingly.
Esign and much more
Experience maximum convenience with Esign functionality. The Print Template feature allows you to insert DocuSign tabs into a document where signatures are required. You can then send the document to signatories to add signatures electronically. With Esign, you can avoid printing and sending documents for signature manually.
Specify conditions for document customization
If you want to print data conditionally in sales documents, you can use custom functions. The print template can be customized with If, Expression, Empty, and Not Empty functions to check for specific conditions from a record. This level of customization allows you to truly control every aspect of your sales documents.
Well, you’re not alone.
According to Tech Crunchies, over 21% of daily productivity loss can be attributed to documentation issues. 1 .
While due diligence can’t be skipped, there must be Phone Number Database a better way to create documents efficiently. Creating great documentation doesn’t have to be resource-intensive, especially in this technologically advanced age. Vtiger CRM Print Templates help you increase your productivity by nipping these documentation issues right in the bud.
This blog post will help you understand how to overcome your documentation woes with Vtiger Print Templates.
So what are print templates?
Vtiger CRM 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 template print function can be accessed from all modules using the PDF print/export function. For example, quotes, sales orders, invoices, workflow email tasks, customer portal, etc.
With Vtiger Print Templates, you can:
Create, print or save documents in PDF format
Save time and effort when creating document templates/formats from scratch
Share documents
Share documents for electronic signature
Let's find out more about these benefits:
Create your own print templates or choose from existing ones
Use existing Vtiger print templates to easily create sales documents such as quotes, invoices, etc. You can modify existing print templates instead of creating a new template from scratch. If you wish, you can create your own new print templates.
Customize template
You can customize the template by customizing the existing template. You can add options such as page size, orientation, watermark, currency and number fields, etc.
Barcodes in your document
Vtiger CRM allows you to add barcodes to PDF documents created using print templates. You can easily generate a barcode by selecting available barcodes and the CRM will add it to the printed PDF files accordingly.
Esign and much more
Experience maximum convenience with Esign functionality. The Print Template feature allows you to insert DocuSign tabs into a document where signatures are required. You can then send the document to signatories to add signatures electronically. With Esign, you can avoid printing and sending documents for signature manually.
Specify conditions for document customization
If you want to print data conditionally in sales documents, you can use custom functions. The print template can be customized with If, Expression, Empty, and Not Empty functions to check for specific conditions from a record. This level of customization allows you to truly control every aspect of your sales documents.