Pdf maker vtiger 5.4 download

You can define:. Also good option is modify subtotal before page break. This version was uploaded on 16 December The link PDF Product Images is useful in case you are using more images for one product and you would like to select which image has to be used within your PDF exported files.

In order to select which image will be used please provide following steps:. In order to apply PDF product images settings:. You can also set a width or height for the generated images. If you leave one of the parameter fields empty, the size of image will be proportional. If you leave both parameter fields empty, the image will be displayed in its original size.

Click on button to save your setting. PDF Product images settings. Note: This is supported only from version 4. Fonts must follow the Truetype specification and use Unicode mapping to the characters.

Truetype collections. Does mPDF already contain some other fonts in addition to the fonts I want to use? Yes, you can check the list here: Available fonts v6 and v7. In addition, ListView allows you mass export and merging templates. To do mass export in ListView please provide following steps:. The merging of the templates allows you to print one or more documents using more templates at once.

Next picture shows the merging of the templates. If you combine mass export and merging templates you will obtain final PDF document as is shown in the next picture. The order of the records exported in the pdf file within mass export depends on sorting used in the ListView. So if you change sorting of the records in the ListView then the final PDF file will correspond this sorting, i. Since version of PDF Maker 4. Downloaded records will be exported as a. Note: However, if more templates are selected and you select 5 records, for example, only 5.

Note: Filename must be unique or empty, so that files are not overwritten. Check template Settings. PDF Maker — Once click download all, list view steps. PDF Maker — Once click download all, downloaded. PDF Maker — Once click download all, packged. Export and import of the PDF templates makes it easy to work with PDF Maker templates by migration process or moving templates from development to productive installation.

After click the new import page will appear on the screen. It will take a few seconds to complete the import. Using Sharing tab you can define template owner and how to share your template between you and other users or groups. In order to share your template:.

Note: This feature was added in version 4. We have added new feature Disable Export Edit , with this feature you can disable editing template before export. Simply check the checkbox for specific template and when this template is selected, users are unable select option and also make any changes to it upon export and preview. If you need a special treatment of vtiger data in your template, you can use custom your own functions. This file will be included automatically.

These functions are listed in the Table and are provided for you for free. Do not modify this file, because by next version it will be overwritten. In order to insert custom function into template provide following:. In the above example function with 5 parameters was used, i. It is possible to use functions without parameters as well. We are working on this section. It will be available soon. This function will change any date in your desired format.

Do you want change your due date format for example from to 10 November ? Follow next steps: First you need to place function into template. First you need to place function into template. This function executes if-else statement based on given parameters. Try to imagine that you have PDF template with Discount line. Until now, yow had to have 2 different templates if you wanted hide Discount line when Discount is 0 One template with discount line and one without.

For example:. Do you want to insert image of contact related to Invoice. Please provide following steps: First you need to place function into template. Do you want to format integer number to format of PDF Maker numbers? This function returns deducted value arg1-arg2-…-argN all following values are deducted from the first one. Do you want to deduct one field from other? Function is inserted without arguments by default but you can add arguments and separate it with. Do you want to sum some of fields from record?

Youtube video for this Custom Function click on Youtube Icon :. Do you want to show product discount for 1 product? You can add decimals and decimal separators or remove them. Do you want in your invoice change quantity format from 1,00 to 1? This function will convert numbers to words. Can be used on any number which you can add manually to function or can be used with variables from PDF Maker. This parameter can be manually replaced with any number you want, or you can replace it with variable.

Do you also want in your invoice show total as words? Please see following steps:. PDF Maker Workflow extension is a new package which provides features to enhance usability of standard workflow of the vtiger in cooperation with our PDF Maker.

Send email with PDF maker attachments for workflows. Since version 4. Select templates you need A , and then confirm the checkbox Merge documents B. Selected templates will be merged into one pdf file. PDF Maker — merge templates in the workflow.

Styles4You extension allows to you manage your CSS styles and assigned it to templates. To install Styles4You please provide following steps:. Here you can also add new Style or select your created Style.

To add your Style to template please open your template click on button or click on button to select style. Fill name, insert your style and choose priority. Priority is used when you add more styles to one template.

You may define PDF Maker privileges for all profiles. In order to change privileges click on , use the checkboxes and click on button to save changes. In order to define self-defined please use following steps:.

As can be seen in the picture below, you can simply add — , edit — , duplicate — or delete — product block templates. When you click on button following window will appear on your screen. In order to create and save your own product block template please provide following steps:.

Please check our Installer pages for more information. You can access the License settings like its shown below: there can be more options from the pick-list, depends on the module. To activate or manage license, click on the button.

You can deactivate license by click on the button Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab. To reactivate a license after deactivation, you need to follow the same process as you activated it first time:.

You have also option to remove the module via Installer window by accessing the Settings — Uninstall window:. Now, the module has been removed from your Vtiger and your license has been deactivated.

To use this module again, you need to provide installation and validation steps see Installation chapter. To uninstall please provide following steps:. To use PDF Maker again you need to provide installation and validation steps see chapter 2.

How to install PDF Maker. It is possible to define background image for PDF template as shown in the picture below. Just click on and insert following code see Picture 8. For full changelog please visit our main page for PDF Maker changelog. This content is blocked. Accept cookies to view the content. Click to allow cookies. We use cookies to improve our website. By browsing this website, you agree to our use of cookies.

More info. Introduction to the PDF Maker. Yes No Suggest edit. There are currently two options how to install extension: Recommended Using our Free extension Installer Please visit the Installer page for more info Manually installation using a.

Installation via Installer. Manual Installation. Please provide following steps in order to install PDF Maker manually: It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information see license for details.

Installation of PDF Maker for vtiger 7 — step 4. How to update PDF Maker. Quick start. Create the simple PDF template. Creation of the template in EditView. Select the PDF template s. Select the language. Click on [Download file]. The PDF file is generated. Generate the PDF file. Work area. From ListView you can directly open any pdf template in DetailView. Display conditions. The EditView shown in the picture below is divided into two areas: Tabs area — allows user to insert into template different kind of values, fields, labels and to set up properties, sharing and other common settings of the pdf template.

This editing can be initiated via many toolbars located inside three tabs Body, Header and Footer in the above part of Editing area. Please refer to the chapter 4 for the details related to editing. Basic information. PDF Maker Properties tab. Other information. PDF Maker Labels tab. Product block. PDF Maker Product block tab.

PDF Maker Sharing tab. This function should save your time when you need make changes in all Header or Footer of PDF template. PDF Maker block. PDF Maker block for vtiger 7. So two kinds of PDF templates exists: Primary module pdf templates — inside template you can combine primary module fields, related module fields, your text, images, tables, products block templates, related blocks, listview blocks, all fields from Other information tab, etc.

Inserting images. So, if you would like to insert image please provide following steps: Press the button on the toolbar. Insert Image. Creating tables. Inserting barcodes and QR codes. Detailed description of the barcodes can be found in the attached document just click on In order to insert the barcode into the template please provide following steps: Choose your barcode type. Click on button. Barcode is inserted into template. Barcode selection. How to insert QR code. Formatting barcodes and QR codes.

Custom barcodes. This feature was added in version 4. Custom bar codes. Inserting Labels. Labels tab. Inserting labels. Using a product blocks. Product block usage. Create new product block in EditView. Create product block.

Insert and edit product block template. You can simply add the whole product block template into your template by: Go to Product block tab. Select product block template.

Insert product block template. Separate block for Products and for Services. Duplicates handling block. There is also an option to create blocks which will handle duplicate records. Using related blocks. Create the related block. Go to the Properties tab and click on button. Edit block window will appear on the screen. Start creation of the related block Start creation of the related block. Creation of the related block — step 1. Creation of the related block — step 2.

Creation of the related block — step 3. Creation of the related block — step 4. Creation of the related block — step 5. Insert related block. In order to insert related block provide following actions: Click to editing area where would you like to have related block. Using dropdown list select your related block. Related block is inserted. You can continue with editing of the related block if necessary. Example of the final PDF document is shown below.

Delete related block. Using List view block. List view block — Edit view. List view block. The list view block template can be set as a default only for List view; for Detail view it is not applicable. List view group by "x". Mapping product block with vtiger form. Tax block. How to add Tax block to your PDF Maker template Go to your module for example we can use Invoice module Set the tax you need If tax is added to your Invoice then go to your PDF Maker template In the template edit window add tax block via module variables The tax block is added to your template now and you can see block like this: You can change the style of tax block if you know HTML and CSS via source code of template or remove, add columns for example, many customers are removing Sum columns.

Tax block was added to the template and this is the Export final preview of Invoice:. Charges block. How to add Charge block to your PDF Maker template Go to your module for example we can use Invoice module Set the charges you need You can do this in Tax management too If charges are added to your Invoice then go to your PDF Maker template In the template edit window add charge block via module variables The charges block is added to your template now and you can see block like this: You can change the style of charge block if you know HTML and CSS via source code of template or remove, add columns for example, many customers are removing Sum columns or changing the columns title.

Charges block was added to the template and this is the Export final preview of Invoice with Charges block:. Template settings. File name. File name settings. How to set status of PDF template. Set as default. The default template in the PDF Maker block.

Setting default PDF template. Setting default vs. ListView block. Set template for Customer Portal. PDF Password. PDF Maker block actions. The template is selected automatically in case the only one exists for given module or in case the default template is already defined.

Click on Export and export will be done. Please note that next step depends on used web browser. Export to PDF. Click on Preview and Preview window will appear. Preview of PDF file. Send Email. Click on Send Email. Please add subject and text according to your needs. You can add additional recipients if necessary as well. Click on button to send email with attached file s. Edit and Export. Click on Edit and Export link. A popup window with template will appear in the screen.

You can start to modify your document now. Click on to export the final PDF file. Edit and export to PDF. Save into Documents. You can save the template or merged templates into the module Documents using following steps: Go to the detail view of given Module and on the ride side of DetailView, click on button and in the PDF Maker block, choose your PDF Template s.

Click on Save into Documents link. A popup window will appear on the screen. You can also add a note. Click on button to save the PDF file into Documents. After that the document can be find under module Documents. Save PDF into Documents. You can define: A position of the page break. Edit page break subtotal. PDF Product Images.

PDF Product Images action allows you to define some settings related to product images: used for product templates used inside product blocks Note: Please update your PDF Maker to version PDF Product Images in product templates. In order to select which image will be used please provide following steps: Go to the detail view of given Module and on the ride side of DetailView, click on button and in the PDF Maker block, choose your PDF Template s. PDF Product Images window will appear on the screen.

Select the picture and click on button. PDF Product Images in product blocks. Start editing of your PDF template. PDF Product images. Additional features. Q Custom Fonts. Can I use custom fonts in combination with your Styles 4 You? All fonts are supported? This is used when you have 3. Font Awesome Icons. Make sure you have installed PDF Maker version Mass export and merging templates. To do mass export in ListView please provide following steps: Inside ListView, select one or more document.

Click on. In some rare cases we can send you. How to update PDF Maker. Quick start. Edit the PDF template.

Preview of template. EditView and Save template. To generate PDF file please provide following steps: To generate without changing default language click in DetailView of record on [Export to pdf] button and in popup window click on [Download file] How to export PDF file. How to export PDF file. Work area. From ListView you can directly open any pdf template in DetailView. The EditView shown in the picture below is divided into two areas:, Tabs area — allows user to insert into template different kind of values, fields, labels and to set up properties and other common settings of the pdf template.

This editing can be initiated via many toolbars located inside three tabs Body, Header and Footer in the above part of Editing area. The main purpose of the Properties tab is to add variables of module and related modules. Other information. Product block. PDF Maker Block. How to print PDF file.

Uninstall PDF Maker. Change log. December — PDF Maker 0. June — PDF Maker 0. May — PDF Maker February manual based on PDF Maker 0. October manual based on PDF Maker 0. May manual based on PDF Maker Suggest Edit. Get in Touch! All Rights Reserved. Allow cookies. Template will be based and available only for one primary module and its fields.

If exists related module s to selected module, it is possible here to select and use fields from any related modules. Custom fields also supported. Products Block start, Products Block end. Services Block start, Services Block end. You can find same fields for products and services separately as well, but it is recommended to prefer common fields in the templates. Available fields for Products. Available fields for Services.

Custom page format allows to define width and height of the page in mm. Maximum values are mm x mm and minimum values are mm x mm. Ignored picklist values. Define picklist values which will be ignored in the final pdf document like None, none, keine etc. Entered values have to be separated with comma. Margins in cm.