How to Create CRM Template in PDF?
Learn how to create a CRM template in PDF using PDF Maker. Automate document generation for invoices, contracts, and reports directly from your CRM!
PDF Maker
Last Update hace un mes
Creating CRM templates in PDF is essential for businesses that need to generate professional documents like contracts, invoices, and reports directly from their CRM. Manually formatting PDFs for each client can be inefficient and error-prone.
With PDF Maker, you can design reusable PDF templates that dynamically pull data from your CRM, ensuring accuracy and efficiency. In this guide, we’ll show you how to create and customize a CRM template in PDF step by step.
1. Go to PDF Maker Dashboard and click on settings on the left navbar.
2. In Settings go to CRM Integration and Connect your CRM Subaccount
3. Go back to the dashboard and Create a new template.
4. Give the name to the template
5. Click on the Data source trigger
6. Select the CRM
7. Click on Next
8. In the Source Settings page select the source type.
9. Select the output field i.e. where you want the generated PDF to be submitted to your CRM account.
10. Enable Custom Pdf Name if you want to give a custom name to your pdf. Note: The pdf name field can be selected in the CRM workflow field.
11. In Other settings select the formatting of fields and how you want your fields to be shown.
12. Click on Next
13. In the editor, these are the fields to be used in your document
14. This is the sample pdf created you have to create it just like this.
15. To preview the pdf you can select the eye icon on the top right corner of the window.
16. Select the contact and preview for that field,
17. Click on Preview to see how the final PDF would look
18. The pdf is generated.
19. Click on the button to PDF in full-screen
20. After the whole process click on the Save button to save the template
21. Do to CRM Dashboard and Create a New Workflow in CRM dashboard
22. Click on Add Action
23. Search for PDF Maker
24. Click on Generate PDF for Contact
25. Please Fill in the fields
26. Click on Please select a template and select the template you created on pdf maker dashboard for contact
27. Click on Save Action
28. Click on Save
29. Click on Test Workflow
30. Select a Contact and trigger the workflow to test it out
31. Click on Run Test
32. After testing, Click on Execution Logs and see the logs of your workflow
33. The workflow is finished, so the pdf is generated.
34. As we selected the contact notes you can see the final PDF is saved under 'Contact Notes.' If media is selected instead, the PDF will be stored in the media storage."
35. Go to the PDF maker dashboard and click on the options of the template that you selected while creating contact action
36. Click on Run History
37 Here you can find the generated pdf.
Using CRM templates in PDF helps businesses streamline document generation, ensuring consistency and professionalism. With PDF Maker, you can automate the process, saving time and reducing manual effort while improving document accuracy.