PDF Customizer module for Perfex CRM
Note: This is a module for Perfex CRM.
Customize PDF of Perfex CRM
Introducing the PDF Customizer for Perfex CRM, a module that may show you how to customise Proposals, Estimates, Invoices, Credit Notes, Payments 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 Notes, and Contracts.
Revolutionize the best way you current your corporation with our PDF Customizer Module, a groundbreaking answer designed completely for Perfex CRM. Our module is designed to empower customers with the power to create polished, personalized PDFs with out the necessity for advanced coding or exterior instruments.
PDF Customizer Key Features
WYIWYG Editing: 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 components 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 personalised headers and footers. Showcase your organization brand, deal with, or every other important data, guaranteeing that every doc is a real illustration of your model id.
Extra Pages Injection: Seamlessly inject additional cowl pages and shutting pages to your Proposals, Estimates, Invoices, Credit Notes, and Contracts. Whether it’s a customized introduction or a heartfelt closing assertion, our PDF Customizer Module helps you to make an enduring impression.
Flexible Design Elements: Tailor the design components of your PDFs to match your corporation aesthetics. Choose fonts, colours, and types that resonate together with your model, making a constant {and professional} picture throughout all of your documentation. You also can customise all rows with colours of your selection!
Time-Saving Efficiency: 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 be aware 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 pictures and one line texts for footer.
Transform the best way you current your corporation – elevate your PDFs with the PDF Customizer Module for Perfex CRM.
Enhance professionalism, save time, and go away an enduring impression with each proposal, estimate, bill, credit score be aware, and contract you ship.
Upgrade your purchasers’ Perfex CRM expertise at the moment!
Installation/Support
It takes solely just a few seconds to be put in, activated and have it totally working.
You can set up our module by going to Perfex CRM Settings -> Modules -> Upload 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!
If you’ve any questions, be happy to boost a help ticket at our support area.
Guys from help division will get again to you as quickly as doable with a reply.
Version 1.1.2
-Compatibility fixes
Version 1.1.1
-Improvements in prefix/suffix pages dealing with
Version 1.1.0
-Added help for Payments -Added coloration customization for rows
Version 1.0
-Initial model
