There are several reports and forms that can export to PDF already in vTiger but they are, for the most part, hard coded and therefore difficult to customize. It may be that you need to create your own format forms that contain different data or additional data to what is available in the existing system, such as warranties, job sheets, customized invoice, sales or purchase order forms. There is a vTiger extension that can do all of this and much more.
PDFMaker is an add on module to Vtiger available from IT Solutions 4 You (http://www.its4you.sk/en/pdf-maker.html). The module is available in 3 versions:
- Basic (30 Euros)
- Professional (70 Euros)
The Free version allows you to create customized Quotes, Sales Orders, Purchase Orders and Invoices but only allows for 1 template. Although still very useful and powerful, the free version is limited but does give a feel for what it possible with paid versions.
The Basic version unlocks many more features but also allows for unlimited templates, duplication of templates and much more configuration within the templates. Although it allows for multiple templates, these templates can only be created within the Quotes, Sales Orders, Purchase Orders and Invoice modules. However, all related modules are accessible to the templates (such as Contacts and Organizations) from within those templates.
The Professional version opens up access to all modules and relationships between those modules, so instead of being restricted to the Quotes, Sales Orders, Purchase Orders and Invoice modules, you can create templates, forms, brochures or whatever else may appeal to you in all of the 20 plus modules.
Possible uses are:
- Multiple invoice formats
- Job Sheets
- Warranties and Guarantees
- Personalized Product Profiles
- Personalized Biographies
- Auto Completing Inquiry Forms
There really is no limit to what can be achieved with PDFMaker for vTigerCRM.
All versions of PDFMaker allow you to create and save PDF files or create and email PDF files. You can compare features between the versions at the following address: http://www.its4you.sk/en-pdfmaker/pdfmaker-compare.html