PDF Maker for vtiger 7

  1. Introduction
  2. Install
    1. Installation via Installer
    2. Manual Installation
  3. Update
  4. Quick start
    1. Create the simple PDF template
    2. Create the simple Header/Footer template
    3. Generate PDF file
  5. Work area
    1. ListView
    2. ListView of Header/Footer
    3. DetailView
    4. DetailView of Header/Footer
    5. EditView
      1. Basic information
      2. Other information
      3. Labels
      4. Product block
      5. Header/Footer
      6. Properties
      7. Settings
      8. Sharing
    6. EditView of Header/Footer
      1. Basic information
      2. Other Informations
      3. Labels
    7. PDF Maker block
    8. Preview
  6. Editing
    1. Inserting images
    2. Creating tables
    3. Inserting barcodes and QR codes
      1. Formatting barcodes and QR codes
    4. Inserting Labels
    5. Using a product blocks
      1. Create new product block in EditView
      2. Insert and edit product block template
      3. Separate block for Products and for Services
      4. Duplicates handling block
    6. Using related blocks
      1. Create the related block
      2. Insert related block
      3. Edit related block
      4. Delete related block
    7. Using List view block
      1. List view group by "x"
    8. Mapping product block
      1. Tax block
      2. Charges block
    9. Template settings
      1. File name
      2. Status
      3. Set as default
      4. Set template for Customer Portal
      5. Watermark
      6. PDF Password
  7. PDF Maker block actions
    1. Export
    2. Preview
    3. Send Email
    4. Edit and Export
    5. Save into Documents
    6. PDF Product Page Break
    7. PDF Product Images
      1. PDF Product Images in product templates
      2. PDF Product Images in product blocks
  8. Additional features
    1. Custom fonts
      1. F.A.Q
    2. Font Awesome Icons
    3. Mass export and merging templates
      1. Sorting within mass export
    4. Export and import templates
    5. Sharing
    6. Custom functions
      1. CFArray functions
      2. CFArrayALL functions
      3. datefmt
      4. pdfmakerGetEntityName
      5. isInMultiselectbox
      6. its4you_if
      7. its4you_ifnumber
      8. its4you_isnull
      9. #HIDETR#
      10. getTemplateId
      11. its4you_getContactImage
      12. its4you_formatNumberToPDF
      13. its4you_formatNumberFromPDF
      14. its4you_multiplication
      15. its4you_deduct
      16. its4you_sum
      17. its4you_divide
      18. its4you_nl2br
      19. CFGNumberValue
      20. CFNumberValue
      21. its4you_NumberFormat
      22. semantic_ru
      23. num2str_ru
      24. convert_number_to_words
    7. Template for Header/Footer
  9. Settings
    1. Extensions
      1. Customer portal (not supported)
      2. Workflows
      3. Styles 4 You
    2. Profiles
    3. Self-defined labels
    4. Product block templates
    5. License settings
      1. Deactivate license
      2. Reactivate license
    6. Update
    7. Uninstall
      1. Uninstall via Installer
      2. Manual Uninstall
  10. Tips & tricks
    1. Define background image
    2. Print labels, envelopes and more
  11. Change log
    1. PDF Maker
    2. Manual for PDF Maker

1.Introduction to the PDF Maker

The PDF Maker is extension tool designed for vtiger CRM. There is already possibility of the export to pdf format in vtiger CRM functionality but it covers just few modules. In addition pdf templates are hardcoded and cannot be edited. Therefore, the intention was to provide powerful and flexible tool which allows users of vtiger CRM to create own pdf templates.

The PDF Maker benefits are:

  • supported mostly inside all modules
  • unlimited number of PDF templates within one module
  • simple addition, edit, duplication or deletion of the pdf template
  • simple direct sending of the pdf files
  • advanced and more creative editing of pdf files using inserting images, tables, barcodes
  • creation of an own product block
  • mass export to PDF from list view

 Note: For versions PDF Maker_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

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2.How to install PDF Maker

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 .zip file
    (You still need to have Installer in order to activate license)

 Note: For versions PDF Maker_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

Since December 2019 we launched our extended version of Installer which helps you install modules and manage extensions.

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2.1.Installation via Installer

Make sure you have Installer installed, you can download Installer via our E-shop when you log in under Free Downloads section.
Next, simply install Installer via Module Management in Vtiger CRM by importing the .zip file you downloaded.

After successful installation, you can access Installer in two ways:

  • by a click on Notifications Icon and then on the button ,
  • or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).
After log in, you can activate Extensions or our Packages licenses associated to your account via button.

When the license was activated you can see module available in the Modules tab below.
Simply hit the button and Extension is installed now.

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2.2.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).
  1. Install the .zip (package) file of the PDF Maker module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.
    Installation of PDF Maker for vtiger 7 - step 1

    Installation of PDF Maker for vtiger 7 – step 1

  2. Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.
    Installation of PDF Maker for vtiger 7 - step 2

    Installation of PDF Maker for vtiger 7 – step 2

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.
    Installation of PDF Maker for vtiger 7 - step 3

    Installation of PDF Maker for vtiger 7 – step 3

    For successfully completing the installation is neccesary download mPDF library into PDFMaker module from external storage place,
    because mpdf.zip is over 2MB and many customers has MAX_UPLOAD_SIZE set to 2 MB (webhosting) so we have make available download it from our server.

  4. PDF Maker was imported
    Installation of PDF Maker for vtiger 7 - step 4

    Installation of PDF Maker for vtiger 7 – step 4

 Note: In order to finish installation, you need activate license. For that please use our Installer

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3.How to update PDF Maker

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

  • open the Installer in the CRM
  • in the Modules tab find your installed module and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon

Updating PDF Maker manually:

The upgrade of the PDF Maker is initiated in the same way as PDF maker installation or click on Upgrade PDF Maker link in Customize tab of PDF Maker.

How to update/upgrade PDF Maker

How to update/upgrade PDF Maker

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the PDF Maker module already exists. The upgrade will start immediately when you click on the [Update Now] button.

How to update PDF Maker

How to update PDF Maker

After upgrade the notification about successful upgrade is shown.

How to update PDF Maker

How to update PDF Maker

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4.Quick start

In the following section you can find short description how to create your first simple PDF template for vtiger CRM using PDF Maker.

Note: The full description of the PDF Maker’s menus, tabs and icons can be found in the later chapters.

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4.1.Create the simple PDF template

In order to edit the PDF template you have to start the PDF Maker tool which can be after installation located under the Projects as seen below on the picture.

  1. In vtiger CRM menu please go to Projects and click on PDF Maker (since vtiger 7 there is no Tools part so records which used to be in Tools tab are in Projects tab now)
    Location of PDF Maker module

    Location of PDF Maker module

  2. The screenshot below shows PDF Maker ListView. You can click on [+Add template] button to add new template.
    Add PDF template – PDF Maker Vtiger 7

    Add PDF template – PDF Maker Vtiger 7

  3. In the EditView, go to Properties tab and define the template name and the description.
    Creation of the template in EditView

    Creation of the template in EditView

  4. Choose the module from the list (i.e. Invoice).
  5. Choose one of the all available fields from the selected module (i.e. Invoice No) and click on the [$] button to insert it into template.
  6. Repeat the steps 5. and 6. to finish your pdf template according to your needs.
  7. Finally click on the [Save] button.
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4.2.Create the simple Header/Footer template

In order to edit/create the Header/Footer template you have to start the PDF Maker tool which can be after installation located under the Projects (since Vtiger 7.1.0 again in Tools)  as seen below on the picture.

  1. In vtiger CRM menu please go to Projects and click on PDF Maker (since vtiger 7 there is no Tools part so records which used to be in Tools tab are in Projects tab now)
    Location of PDF Maker module - PDF Maker Vtiger 7

    Location of PDF Maker module – PDF Maker Vtiger 7

  2. The screenshot below shows PDF Maker ListView. You can click on button to add new Header/Footer template.
    Add Header/Footer template – PDF Maker Vtiger 7

    Add Header/Footer template – PDF Maker Vtiger 7

  3. In the EditView, go to Properties tab and define the template name.
    Creation of the Header/Footer template in EditView – PDF Maker Vtiger 7

    Creation of the Header/Footer template in EditView – PDF Maker Vtiger 7

  4. Select the type of template from the list (i.e. Header).
  5. Choose the module from the list (i.e. Invoice) if you want.
  6. Choose one of the all available fields from the selected module (i.e. Invoice No – if module is selected) or create universal template without module’s variables and click on the button to insert it into template.
  7. Repeat the steps 6. and 7. to finish your Header/Footer template according to your needs.
  8. Finally click on the button.
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4.3.How to generate PDF file with PDF Maker template

In the following picture you can see how to generate PDF file in the ListView or DetailView using PDF Maker:

Listview

  1. Select record(s).
  2. Click on button and select “PDF Export”.
  3. Select the PDF template(s).
  4. Select the language.
  5. Click on [Download file].
  6. Dialog box will/won’t appear on the screen depending on your web browser. The PDF file is generated.
DetailView

  1. Click on [Export to pdf]
  2. Select the PDF template(s).
  3. Select the language.
  4. Click on [Download file].
  5. Dialog box will/won’t appear on the screen depending on your web browser. The PDF file is generated.

 

Generate the PDF file

Generate the PDF file

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5.Work area

The Work Area of PDF Maker consists of:

  • ListView – used for common tasks like add new template, import and export templates and access to others tools
  • ListView of Header/Footer – used for common tasks like add new template of Header or Footer, import,export or delete templates
  • DetailView – shows already created PDF template in details
  • EditView – allows the preparation of the new PDF template or editing existing templates
  • EditView of Header/Footer – allows the preparation of the new Header/Footer template or editing existing templates
  • PDF Maker block – mainly used for export records to PDF file
  • Preview – preview window with options to Download, Print, Send Email, Edit and Save into Documents
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5.1.ListView of PDFMaker

The common tasks like add/delete template, import/export templates or start editing have to be initiated via PDF Maker ListView. Go to Projects→ PDF Maker and PDF Maker ListView will appear on your screen.
The main part of the PDF Maker ListView consists of list of the PDF templates, which gives you information about a template name, a primary module, a short description, sharing info, template owner and its status. In the list you can also select one or more templates and consequently delete or export the selected group of templates using button . As shown in the picture, it is also possible to edit or duplicate already created PDF templates directly from the ListView. Also there is option to search templates in your ListView.

ListView – PDF Maker Vtiger 7

ListView – PDF Maker Vtiger 7

There is group of buttons in the above part:

contains actions for delete, import and export of the PDF templates
is used to add new PDF template
is used to add new Header/Footer template
is settings part of PDF Maker. You can find here Extensions, Profiles, Self-defined labels, Product block templates, License setting, Upgrade PDF Maker and option to Uninstall PDF Maker

How to import or export PDF template is described in the Export and Import templates.
How to create Header/Footer is described in the DetailView of Header/Footer.
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5.2.ListView of Header/Footer

The common tasks like add/delete Header/Footer template, import/export templates or start editing have to be initiated via ListView of Header/Footer. Go to Projects→ PDF Maker click on Header/Footer List and Header/Footer ListView will appear on your screen.
The main part of the PDF Maker ListView consists of list of the Header/Footer templates, which gives you information about a template name, a primary module, a short description and type of template. In the list you can also select one or more templates and consequently delete or export the selected group of templates using button . As shown in the picture, it is also possible to edit or duplicate already created PDF templates directly from the ListView.

ListView of Headers/Footers – PDF Maker Vtiger 7

ListView of Headers/Footers – PDF Maker Vtiger 7

There is group of buttons in the above part:

contains actions for delete, import and export of the Header/Footer templates
is used to add new PDF template
is used to add new Header/Footer template
is settings part of PDF Maker. You can find here Extensions, Profiles, Self-defined labels, Product block templates, License setting, Upgrade PDF Maker and option to Uninstall PDF Maker

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5.3.DetailView of PDF Maker

From ListView you can directly open any pdf template in DetailView. The DetailView consists of:

  • Template information part – gives basic information of the template
  • PDF template itself which consist of Header, Body and Footer part.
  • Group of action buttons
    • [Edit] – switch to EditView and start editing
    • [More] –
      • [Delete] – allows you to delete template
      • [Duplicate] – create duplicate of the template and start editing
  • Tools – for changing default and status of the shown template
    • Set as default / Unset as default – setting of default
    • Set as inactive / Set as active – change status
  • Display conditions – allows you to set conditions when template is shown or hidden
  • CSS Styles – allows to you manage your CSS styles and assigned it to templates
DetailView of PDF Maker

DetailView of PDF Maker

Display conditions

Display conditions tab allows set conditions when template is shown or hidden. If you want to show template without ban, leave conditions empty. There is option to show template if conditions are true or hide templates if conditions are true. You can set it by choosing Yes if/No if in Displayed tab. In Conditions tab you can choose if you want that all conditions must be met or At least one of the conditions must be met. You can add or delete conditions.

Display conditions

Display conditions

CSS Styles

Styles4You extension allows to you manage your CSS styles and assigned it to templates.

Styles4You

Styles4You

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5.4.DetailView of Header/Footer

From ListView of Header/Footer you can open any Header/Footer template in DetailView. The DetailView consists of:

  • Template information part – gives basic information of the template
  • Header/footer template itself which consist of Header, Body and Footer part.
  • Group of action buttons
    • [Edit] – switch to EditView and start editing
    • [More] –
      • [Delete] – allows you to delete template
      • [Duplicate] – create duplicate of the template and start editing
DetailView of Headers/Footers – PDF Maker Vtiger 7

DetailView of Headers/Footers – PDF Maker Vtiger 7

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5.5.EditView of PDF Maker

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. Tabs area consists of following tabs, which are described in the following subchapters:
    • Basic information
    • Other informations
    • Labels
    • Product block
    • Header/Footer
    • Properties
    • Settings
    • Sharing
  • Editing area – is mainly used for inserting/editing your own text, tables, images etc. and to make some design adjustment of the template like font change, color, format, size, background color of the text etc. 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.

Note: If you click on Body tab in editing area you are automatically switched to Properties tab. Also if you click on Header tab or Footer tab in editing area then it switches Tabs area to Header/Footer tab.

EditView - PDF Maker for Vtiger 7

EditView – PDF Maker for Vtiger 7

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5.5.1.Basic information

The main purpose of the Basic information tab is to define template name and module for which PDF will be used.

PDF Maker Properties tab

PDF Maker Properties tab

NameDescription
Template nameThe name of the template. It is mandatory field for template creation.
ModuleTemplate will be based and available only for one selected module and its fields.
Related modulesIf exists related module(s) to selected module, it is possible here to select and use fields from any related modules.
Related blocksRelated block(s) to selected module, with buttons to insert, create, edit or delete related block.
Company informationComprises group of fields from Company information.
User informationAssigned to User, Logged in User, Modified by User and Created by User information
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5.5.2.Other information

As shown below Other information tab contains several fields. There are ListView block option, Terms and Conditions, Current date, Barcodes, QR code and Custom functions.

PDF Maker Other information tab

PDF Maker Other information tab

 

NameDescription
ListView blockIn case you need pdf file which consists of the several records and some related fields you can use ListView block.
Terms and ConditionsTerms and Conditions.
Current dateCurrent date in several formats.
Barcodes, QR codeSeveral types of Barcodes and QR code
Custom functionsIf you need a special treatment of vtiger data in your template, you can use custom (your own) functions.
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5.5.3.Labels

Labels tab consists of Global language, Module language and Self-defined labels part. Labels are very useful especially in case you need to print/save documents in two or more languages.

PDF Maker Labels tab

PDF Maker Labels tab

 

NameDescription
Global languageGlobal labels.
Module languageLabels related only to selected module.
Self-defined labelsLabels defined by user.
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5.5.4.Product block

The product block tab allows inserting product block template and editing it. In addition, you can create your own product block using “Block start”, “Block end” and fields for products and services.

PDF Maker Product block tab

PDF Maker Product block tab

NameDescription
Product block templateInsert predefined and created product block templates.
Product blockProducts and Services Block start, Products and Services Block end. Products Block start, Products Block end. Services Block start, Services Block end. Each product block has to start with “Block start” and ends with “Block end”.
Common fields for Products & ServicesFields common for products & services. 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 ProductsFields for products.
Available fields for ServicesFields for services.
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5.5.5.Header/Footer

The Header / Footer tab comprises some variables and header/footer settings related to displaying.

Header/Footer tab – PDF Maker Vtiger 7

Header/Footer tab – PDF Maker Vtiger 7

NameDescription
HeaderAllows you use custom or select from your Header templates
FooterAllows you use custom or select from your Footer templates
Header / Footer variables“Current page”, “Total pages” and “Page/pages”.
Display headerAllows defining how to display the header of the pdf document.
Display footerAllows defining how to display the footer of the pdf document.

If you use Custom Header or Footer then to export is taken Header or Footer from PDF Template.
If you Select From list and choose your Header or Footer template then this template is added to PDF file in process of export.
How it works you can find also here

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5.5.6.Properties

The Properties tab allows defining page settings, number format and new Watermark functionality.

Properties Tab – PDF Maker Vtiger 7

Properties Tab – PDF Maker Vtiger 7

NameDescription
Page formatA3, A4, A5, A6, Letter, Legal or Custom. Custom page format allows to define width and height of the page in mm. Maximum values are 2000 mm x 2000 mm and minimum values are 1mm x 1mm.
Page orientationPortrait or landscape.
MarginsMargins in cm. Maximum value is 9.9 cm and minimum value is 0 cm.
Number formatDecimal point separator – comma, dot (but any symbol can be used) Number of decimal points – 0-3 Thousands separator – comma, dot, space (but any symbol can be used)
Watermark Allows you set text or image like watermark. Text should be static or based on module or related modules variables. Read more: Watermark
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5.5.7.Settings

The Settings tab allows defining file name, new functionality PDF Password, description. page settings and other settings from usage of template point of view.

Settings Tab – PDF Maker Vtiger 7

Settings Tab – PDF Maker Vtiger 7

 

NameDescription
File nameFile name in different formats.
PDF PasswordAllows you lock PDF file with static password or password created by values from module or related modules. Read more: PDF Password
DescriptionThe description of the pdf template.
Ignored picklist valuesDefine picklist values which will be ignored in the final pdf document like None, none, keine etc. Entered values have to be separated with comma.
StatusActive / Inactive
Set as defaultSet/unset as default for DetailView and ListView.
Set for Customer PortalSet template of Invoice/Quotes for customer portal
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5.5.8.Sharing

The Sharing tab changes depend on whether PDF template is shared or public/private. Using this tab you can define how to share your template between you and other users or groups.

PDF Maker Sharing tab

PDF Maker Sharing tab

 

NameDescription
Template ownerSelect template owner from the list.
SharingSelect “Public”, “Private”, “Share”
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5.6.EditView of Header/Footer

Since PDF Maker 700.4.0 version there is useful option to create Header/Footer templates and then use it for PDF template. This function should save your time when you need make changes in all Header or Footer of PDF template.

The EditView of Header/Footer shown in the picture below is divided into two areas:

  • Tabs area – allows user to insert into template different kind of values, fields and  labels and to set up properties, and other common settings of the pdf template. Tabs area consists of following tabs which are described in the following subchapters:
    • Basic information
    • Other informations
    • Labels
  • Editing area – is mainly used for inserting/editing your own text, tables, images etc. and to make some design adjustment of the template like font change, color, format, size, background color of the text etc.
    EditView of Header/Footer – PDF Maker Vtiger 7

    EditView of Header/Footer – PDF Maker Vtiger 7

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5.6.1.Basic information of Header/Footer

The main purpose of the Properties tab is to define template name and type of template (Header or Footer).

Properties tab – PDF Maker Vtiger 7

Properties tab – PDF Maker Vtiger 7

NameDescription
Template name*The name of the template. It is mandatory field for template creation.
TypeType of template.  Header or Footer template
DescriptionDescription of your template
Header/Footer variablesCurrent page, All pages, Page/pages
ModuleYou can select module if want add module fields. If you do not choose module template will be available for all PDF templates.
Related modulesIf you select module and if exists related module(s) to selected module, it is possible here to select and use fields from any related modules.
Company informationComprises group of fields from Company information.
User informationAssigned to User, Logged in User, Modified by User and Created by User information
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5.6.2.Other Informations of Header/Footer

As shown below Other information tab contains several fields. There are ListView block option, Terms and Conditions, Current date, Barcodes, QR code and Custom functions.

Other information tab – PDF Maker Vtiger 7

Other information tab – PDF Maker Vtiger 7

NameDescription
Terms and ConditionsTerms and Conditions.
Current dateCurrent date in several formats.
Barcodes, QR codeSeveral types of Barcodes and QR code
Custom functionsIf you need a special treatment of Vtiger data in your template, you can use custom (or your own) functions.
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5.6.3.Labels of Header/Footer

Labels tab consists of Global language, Module language (if module is selected) and Self-defined labels part. Labels are very useful especially in case you need to print/save documents in two or more languages.

Labels tab – PDF Maker Vtiger 7

Labels tab – PDF Maker Vtiger 7

NameDescription
Global languageGlobal labels.
Module languageLabels related only to selected module.
Self-defined labelsLabels defined by user.
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5.7.PDF Maker block

The PDF Maker block can be found inside the specific module. In the module ListView it is necessary to click on any record to see details and on the right side, you can find the block. Depends on type of module and whether template already exists for selected module following forms of PDF Maker block can be seen in the screen (after PDF Maker installation, the PDF Maker block is visible only for modules with at least one already created PDF template) :

  1. Standard layout of the PDF Maker block.
  2. Extended layout of the PDF Maker block available for modules Invoice, Sales Order, Purchase Order, Quotes.
PDF Maker block for vtiger 7

PDF Maker block for vtiger 7

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5.8.Preview

Preview window contains of PDF file preview and also you can find here options to Download file, Print, Send Email, Edit and Save into Documents.
It is useful to see how looks your PDF file.

Preview of PDF Maker

Preview of PDF Maker

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6.Editing

The editing of the pdf templates in the PDF Maker is easy and is provided inside editing area in the EditView. Before you start the creation of the new template, you have to decide whether the new PDF template will be based on primary module or not. 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.

Common templates – templates can be used in all modules. Inside common templates is not recommended to use primary module fields, related module fields, products block templates, related blocks or listview blocks. The reason is that values for such fields should be not available for particular modules and therefore the exported pdf file will contain just notations of the fields e.g. $s-products-productname$ but not real expected values.

As can be seen in the picture below, in order to have useful pdf template you can combine: your own text, module fields or related module fields, images, tables, barcodes, labels, products block templates, related blocks, etc… Just click inside the editing area below the Body/Header/Footer tabs and start typing your text. You can continue with adding additional fields. Body/Header/Footer tabs allows you to change formatting of your text and other inserted fields using a lot of toolbars. Just select the text/field and click on any icon of the tool like font, color, bold, italic, alignment etc.

Editing

Editing

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6.1.Inserting images

mages can improve the design of your documents. CKEditor is used inside the PDF Maker and it allows you to add images into your documents in an easy and intuitive way.

So, if you would like to insert image please provide following steps:

  1. Press the button on the toolbar.
    Insert Image

    Insert Image

  2. A pop-up window called “Image Properties” will appear. It includes four tabs that group image options.
  3. Define the URL address of the image. You may also use the [Browse Server] in order to browse the files. Set up other properties of the image.
  4. Click [Ok] to add image into Templates.

For more info visit following site: http://docs.cksource.com/CKEditor_3.x/Users_Guide/Rich_Text/Images

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6.2.Creating tables

The tables are inseparable component of many documents. Similarly to images, tables can be inserted into
your templates in few simple steps:

  1. Press the insert/edit table button on the toolbar. After that a popup window called “Table
    Properties” will appear.

    Creating tables

    Creating tables

  2. Set the basic table properties like number of columns and rows, width, height, etc.
  3. Click on [Ok] button.

After that the table is inserted into the template and you can write some text, insert all available fields from
chosen and related Modules or add some images into the new table. You can also make some design
adjustments like bold text, underline, etc.

For more info visit following site: http://docs.cksource.com/CKEditor_3.x/Users_Guide/Rich_Text/Tables

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6.3.Inserting barcodes and QR codes

There is a “Barcodes, QR code” field in the Other information tab. Barcodes are divided into group.

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:

  1. Choose your barcode type.
  2. Click on button.
  3. Barcode is inserted into template.
  4. Replace “YOURCODE” with static number/string (4a) for making the barcode or you can use the
    variables from the actual template (4b).
Barcode selection

Barcode selection

How to insert QR code shows next picture:

  1. In Other information tab please select QR field from “Barcodes, QR code” and click on button.
  2. In inserted part [BARCODE|QR=YOURCODE|BARCODE] replace “YOURCODE” with your QR code
    value.
How to insert QR code

How to insert QR code

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6.3.1.Formatting barcodes and QR codes

The inserted barcodes or QR codes can be formatted using:

  1. additional attributes – add one or more supported attributes into barcode/QR syntax like
    [BARCODE|CODE=YOURCODE|ATT1=value1|…|ATTN=valueN|BARCODE]
    Example:
    [BARCODE|EAN13=789|SIZE=1.5|HEIGHT=0.5|BARCODE]
  2. Cascading Style Sheets (CSS) – define CSS style within PDF template and put it into barcode/QR
    syntax like: [BARCODE|CODE=YOURCODE|CLASS=name_of_style|BARCODE]
    Example:

    [BARCODE|EAN13=123|CLASS=barcodestyle|BARCODE]

You are able to change colors, sizes and other styles with barcodes. See on the image down below:

Formatting barcodes and QR codes

Formatting barcodes and QR codes

Please refer to mPDF library manual, barcode part for the details:
https://mpdf.github.io/reference/html-control-tags/barcode.html

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6.4.Inserting Labels

The intention of the labels is saving time and effort for creating pdf templates. Using labels provides an easy and flexible way to prepare pdf files / or just parts of pdf files in different languages without necessity to create separate pdf template per each language. As it was described in chapter 5.3.3, labels can be inserted into templates via Labels tab. In order to insert any global related label, module related label or self-defined label just click on Labels tab, select from dropdown list any label and click on [Insert into template] button.

Labels tab

Labels tab

 

Please refer to example below used for invoice pdf template. Instead of having two (or more) templates the labels are used as much as possible. For example the label %G_Phone% used in the template will be replaced in final pdf file in german language as “Telefon” and in final pdf file in English language as “Phone” automatically based on your language selection. So it is not necessary to create duplicate templates for another language, just use labels and select language before exporting into pdf. The global labels use notation %G_*****%, module labels use %M_*****% and self-defined labels use notation %C_*****%.

Inserting labels

Inserting labels

If the global and module related labels are not sufficient for you, it is possible to define self-defined labels. In order to define self-defined please follow instructions described in the chapter 9.2.

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6.5.Using a product blocks

The product blocks are simple but powerful parts of your PDF templates. They are used to display all products/services from modules Invoices, Quotes, Sales Order and Purchase Order in your PDF files regardless of the number of products/services for particular record. Below you can find simple example where invoice contains three products which are automatically seen in the final PDF exported file. You don’t need to create template for three rows in the table, just define start and stop of the product block and product fields according to your needs. Next chapter describes how to create your own product block. In addition, we also introduced some default product block templates as well as tool for managing them (9.3).

Product block usage

Product block usage

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6.5.1.Create new product block in EditView

You can find Product block tab in EditView which allows inserting, editing and creating of product blocks. In case that product block templates are not sufficient for you, it is easy to create your own product block:

  1. Go to Product block tab and insert product block start variable (#PRODUCTBLOC_START#) and
    product block end (#PRODUCTBLOC_END#).
  2. Add all necessary product/service fields according to your needs between (#PRODUCTBLOC_START#)
    and (#PRODUCTBLOC_END#) and provide formatting if needed.
Create product block

Create product block

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6.5.2.Insert and edit product block template

There are already created product block templates which you can insert from product block tab and later edit if needed. These templates are available only for modules Invoices, Quotes, Sales Order and Purchase Order that displays product block. The product block templates created within product block tool (9.3) can be added in the same way. You can simply add the whole product block template into your template by:

  1. Go to Product block tab.
  2. Select product block template.
  3. Click on button.
Insert product block template

Insert product block template

When the product block template is inserted you can modify it according to your needs. For example you can add new cells / rows / columns, change font, change the background color, etc. You can edit layout like a table or you can add some new variables / labels as well.

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6.5.3.Separate block for Products and for Services

There is also the option to create a separate Block for Products and for Services. To create separate Block please provide following steps:

  1. Go to Product block tab and insert product block start variable (#PRODUCTBLOC_PRODUCTS_START# or #PRODUCTBLOC_SERVICES_START#) and product block end (#PRODUCTBLOC_ PRODUCTS_END# or #PRODUCTBLOC_ SERVICES_END#).
  2. Add all necessary product/service fields according to your needs between (#PRODUCTBLOC_PRODUCTS_START# or #PRODUCTBLOC_SERVICES_START#) and (#PRODUCTBLOC_PRODUCTS_END# or #PRODUCTBLOC_SERVICES_END#) and provide formatting if needed.
Separate Block for Products and for Services

Separate Block for Products and for Services

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6.5.4.Duplicates handling block

There is also an option to create blocks which will handle duplicate records. 

What does it mean? It means that duplicated records will be shown just one time in the list/table.

It can be used if you need to create a list of products in the invoice, if some products have the same name, they will be displayed only once.

For this you need to use variables:

  • #PRODUCTBLOC_UNIQUE_START#
  • #PRODUCTBLOC_UNIQUE_END#

In our Invoice we have:

  • 2 x : Windows 10 Pro SK 64-bit (OEM)
  • 1 x : GIGABYTE X299X AORUS MASTER
PDF Maker for Vtiger CRM - Duplicates Handling product block

PDF Maker for Vtiger CRM – Duplicates Handling product block

To create Duplicates handling block please provide following steps:

  1. Go to Product block tab.
  2. From the Product block list add variables:
    #PRODUCTBLOC_UNIQUE_START# and #PRODUCTBLOC_UNIQUE_END#
  3. Between these variables, use other variables you like to show in the list.
  4. Provide additional edit steps and save the template.
PDF Maker for Vtiger CRM - Duplicates Handling product block

PDF Maker for Vtiger CRM – Duplicates Handling product block

Next, go to your Record and Export or Preview the template. Results in our case will be:

PDF Maker for Vtiger CRM - Duplicates Handling product block

PDF Maker for Vtiger CRM – Duplicates Handling product block

 

Comparison between (#PRODUCTBLOC_START#/END#) and (#PRODUCTBLOC_UNIQUE_START#/END#)

PDF Maker for Vtiger CRM - Duplicates Handling product block

PDF Maker for Vtiger CRM – Duplicates Handling product block

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6.7.Using List view block

In case you need a PDF file which consists of the several records and some related fields you can use List view block. Within this block you can simply set which fields of the records you would like to have. Please refer to below picture which shows a simple example of the PDF file consists of the list of invoices and related few fields (invoice number, invoice date, status etc.) and how to prepare it

Firstly, in the PDF Maker Edit view:

  1. Go to Other infromation tab and select the “Block start” and click .
  2. Insert fields you would like to have in ListView block ($s-invoice-invoice_no$..).
  3. Insert “Block end” using button .
List view block - Edit view

List view block – Edit view

Provide additional edit steps and save the template. When the template is ready you can use it within List view (ONLY!) to prepare mail using following steps:

  1. Go to List view of particular module and select 1 to N records.
  2. Click on and select PDF Export.
  3. Select List view block template (language) and click on .
  4. Final PDF file with correspondent List view block is created.
List view block

List view block

Note: Each List view block must start with “Block start” (#LISTVIEWBLOCK_START#) and must end with “Block end” (#LISTVIEWBLOCK_END#). The list view block template can be set as a default only for List view; for Detail view it is not applicable.
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6.7.1.List view group by "x"

Since PDF Maker version 4.5, you can also group list view records by “values/variables”.

It is working via added a variable to the template: [LISTVIEWGROUPBY|Group by label|LISTVIEWGROUPBY]

  • Group by label = is replaced with the text you want or variable in our example it will be “PRODUCTS_PRODUCTCATEGORY$”

For example: Products module, group products by Category.

On the image below you see records where 1 record has a Software category and 3 records with Hardware category.

PDF Maker for Vtiger CRM

PDF Maker for Vtiger CRM – Products with different category

Firstly, in the PDF Maker Edit view:

  1. Go to Other information and select the “Block start” and click .
  2. Next, select the “Group by label” and click .
  3. Replace the text “Group by label” with your variable, in our case it is: PRODUCTS_PRODUCTCATEGORY$
  4. Select other variables you want to show in the list.
PDF Maker for Vtiger CRM

PDF Maker for Vtiger CRM – Group by label, edit template

Provide additional edit steps and save the template. When the template is ready you can use it within List view (ONLY!).

The result will be: 

PDF Maker for Vtiger CRM

PDF Maker for Vtiger CRM – List view group by

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6.8.Mapping product block with vtiger form

Below picture shows how you can find and use variables during preparation of the PDF template. Although variables have same or similar name you can not mix them if you would like to have correct PDF document.
Please take it into account during preparation of the templates and see short description in following Tables.

Mapping product block with vtiger form

Mapping product block with vtiger form

NameDescription
CurrencyEuro, Dollar
Currency symbol€, $
Currency codeEUR, USD
SubtotalPrice without TAX before discount, by Tax Mode: group = Net Total
Total discountFinal Discount amount
Total discount (%)Final Discount in %
Total without TAXTotal price without TAX after discount
TAXTotal TAX amount
TAX (%)Total TAX in %
TAX blockThis is useful for some countries, that need to have the detail amount of TAX
Charge blockThis is useful if you require to have additional charges applied
Total with TAXTotal price with TAX
Shipping & Handling taxesFinal taxes for Shipping & Handling
Shipping & Handling amountFinal amount for Shipping & Handling
AdjustmentAdjustment from vtiger form
Grand TotalGrand Total from vtiger form

PDF Maker Other information tab

NameDescription
Record IDRecord ID
Product No / Service NoNumber of product / service
PositionNumber of position (1,2,3, …)
CurrencyEuro, Dollar
Currency codeEUR, USD
Currency symbol€, $
NameName and description of the product or service
Name of product/serviceOnly the name of the product or service
Description of product/serviceDescription of the product/service from module Product/Service
Comment for product/ serviceComment for products/service from Invoice/SO/PO/Q form
QuantityQuantity defined in Invoice/SO/PO/Q
UnitUnit of product/service from module Product/Service
List priceList Price from Invoice/SO/PO/Q
Total priceList price x Unit
DiscountDiscount amount for each product/service
Discount (%)Discount in % for each product/service
Total after discountTotal price after discount without TAX
TAXTAX amount for each product/service
TAX (%)TAX in % for each product/service
Total price with TAXTotal price with TAX for each product/service

Mapping values for product block template item available in Invoices, Quotes, Sales Orders and Purchase Orders

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6.8.1.Tax block

Tax block is a useful feature of PDF Maker if you need see all taxes you are using in your Invoices, Quotes and other modules which are using item details blocks.

You can manage your taxes in Vtiger CRM settings under INVENTORY – Tax management.

How to add Tax block to your PDF Maker template

  1. Go to your module for example we can use Invoice module
  2. Set the tax you need
  3. If tax is added to your Invoice then go to your PDF Maker template
  4. In the template edit window add tax block via module variables
  5. 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).
  6. Tax block was added to the template and this is the Export final preview of Invoice:
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6.8.2.Charges block

Charges block is a useful feature of PDF Maker if you need have additional charges for your Invoices, Quotes and other modules which are using item details block.

You can manage your Charges in Vtiger CRM settings under INVENTORY – Tax management – Charges (& its taxes) tab.

How to add Charge block to your PDF Maker template

  1. Go to your module for example we can use Invoice module
  2. Set the charges you need (You can do this in Tax management too)
  3. If charges are added to your Invoice then go to your PDF Maker template
  4. In the template edit window add charge block via module variables
  5. 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).
  6. Charges block was added to the template and this is the Export final preview of Invoice with Charges block:
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6.9.Template settings

6.9.1.File name

In Settings tab of PDF Maker you can find “File name” definition. This setup gives you the opportunity to set the name of generated PDF files according to your needs. You can combine strings, modules variables and some standard variables like Template name, Current date. File name will be used by saving PDF file into Documents and by sending PDF as attachment too. Dropdown list for file name depends on primary module as can be seen on the below image.

File name settings

File name settings

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6.9.2.Status

You can set status as active or inactive for each template. Please take into account that this can be set separately per logged user, it means this setting is not global. The inactive templates will not appear in the list of available templates in the PDF maker block. You can find status of existing templates in:

  1. ListView – “Status” column
  2. DetailView – Template information
Status of template in ListView and EditView

Status of template in ListView and EditView

To set PDF template as active / inactive you need to use Settings tab in EditView and select status from listbox.

How to set status of PDF template

How to set status of PDF template

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6.9.3.Set as default

The particular PDF Template can be set as default by a logged user, it means this setting is not global. This default template is specific to that user and to that module. It means that different users can set their own default templates for each module separately. It is possible to define template as default for DetailView and default for ListView separately. You can find whether the template is set as default or not in:

  1. ListView – the template default for DetailView is marked with text “(default for DetailView)”, template default for ListView is marked with text “(default for ListView)”. If the template is default for DetailView as well as for ListView, then in the template name column text “(default)” is written.
  2. DetailView – Properties tab
  3. PDF Maker block – the default template is highlighted and automatically selected in PDF Maker block. PDF template is also highlighted and selected in case that only one PDF template exists for module.
The default template in the PDF Maker block

The default template in the PDF Maker block

To set PDF template as default you need to use Settings tab in EditView – check/uncheck the checkboxes to change this setting separately for EditView and ListView.

Setting default PDF template

Setting default PDF template

Please take into account that templates using ListView block cannot be in parallel set as default for DetailView. The checkbox “for DetailView” in “Settings” tab is automatically inactive if you check checkbox “ListView block” in “Properties” tab

Setting default vs. ListView block

Setting default vs. ListView block

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6.9.4.Set template for Customer Portal

The PDF Maker template can be set as default template for Customer Portal. In order to set it please go to the Settings tab and check the checkbox “Set for Customer Portal”. Please note that this setting is available only for modules/templates Invoice and Quotes.

Setting the PDF template as template for Customer Portal

Setting the PDF template as template for Customer Portal

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6.9.5.Watermark

Since PDF Maker 700.5.0, there is very useful functionality to set Watermark available. You can use image as well as text.
Text also should be static or dynamic based on module or related modules variables.

To set Watermark please provide following steps:

  1. Open your template in EditView and open Properties tab
    Watermark – PDF Maker Vtiger 7

    Watermark – PDF Maker Vtiger 7

  2. Now choose image or text
    Watermark type – PDF Maker Vtiger 7

    Watermark type – PDF Maker Vtiger 7

    • If you select image, please upload your image and set Alpha (The Alpha property specifies the opacity/transparency of an element).
      Default Alpha is 0.1 and possible values are from 0.1 to 1.0.

      Image Watermark – PDF Maker Vtiger 7

      Image Watermark – PDF Maker Vtiger 7

    • If you select text you can set static text or dynamic based on values of module or related modules.
      Watermark text setting – PDF Maker Vtiger 7

      Watermark text setting – PDF Maker Vtiger 7

      And also you can set Alpha property.

      Watermark text – PDF Maker Vtiger 7

      Watermark text – PDF Maker Vtiger 7

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6.9.6.PDF Password

Since PDF Maker 700.5.0, there is also other very useful functionality to lock your PDF File with password. You can use static or dynamic password based on module or related modules variables.

To lock your PDF file please provide following steps:

  1. Open your template in EditView and open Settings tab
    PDF password – PDF Maker Vtiger 7

    PDF password – PDF Maker Vtiger 7

  2. You can set static password or dynamic password based on values of module or related modules.
    PDF password – PDF Maker Vtiger 7

    PDF password – PDF Maker Vtiger 7

    For example, there is primary mail of Organization used like Password.

    Organization mail like PDF password – PDF Maker Vtiger 7

    Organization mail like PDF password – PDF Maker Vtiger 7

    To open your PDF file you need use Primary email of related Organization.

    Organization mail like PDF password – PDF Maker Vtiger 7

    Organization mail like PDF password – PDF Maker Vtiger 7

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7.PDF Maker block actions

The PDF Maker block contains links to initiate several actions:

  • Export
  • Preview
  • Send Email
  • Edit and Export
  • Save into Documents
  • Settings
    • PDF Product Page Break
    • PDF Product Images
  • PDF language

You can find description of above actions in the following sections. Please take into account that visibility of above links within PDF Maker block depends on user profile.

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7.1.Export

The export of your documents/records to PDF files is the basic action of PDF Maker block.

  1. 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. The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on Export and export will be done. Please note that next step depends on used web browser.
Export to PDF

Export to PDF

Preview of PDF Maker

Preview of PDF Maker

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7.2.Preview

  1. 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. The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on Preview and Preview window will appear. Here you can also find helpful options like Download file, Print, Send Email, Edit and Save into Documents.
Preview of PDF file

Preview of PDF file

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7.3.Send Email

PDF Maker allows you to send your PDF documents via email in few easy steps:

  1. 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. The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on Send Email.
  3. A popup window “Compose Email” will appear on the screen with already attached PDF file. Please add subject and text according to your needs. You can add additional recipients if necessary as well.
  4. Click on button to send email with attached file(s).
Send Email with PDF – Compose E-Mail

Send Email with PDF – Compose E-Mail

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7.4.Edit and Export

From time to time it is necessary to edit your document before print or save. For example, you can change post address in one document but don’t want to change record in database because it is temporary necessity. In that case you can choose Edit and Export action item which gives you possibility to change not only layout of the document/template but in addition any text. In order to edit and export PDF file:

  1. 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. The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on Edit and Export link.
  3. A popup window with template will appear in the screen. You can start to modify your document now.
  4. Click on to export the final PDF file.
Edit and export to PDF

Edit and export to PDF

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7.5.Save into Documents

You can save the template or merged templates into the module Documents using following steps:

  1. 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). The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on Save into Documents link. A popup window will appear on the screen.
  3. In the part “Documents” please write the title of the document and select the storage folder. You can also add a note.
  4. Click on button to save the PDF file into Documents.
  5. After that the document can be find under module Documents.
Save PDF into Documents

Save PDF into Documents

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7.6.PDF Product Page Break

Product blocks are available for some modules (Invoice, SO, PO, Q). PDF Product Page Break action allows
you to setup additional settings according your needs. You can define:

  • A position of the page break. The page break will be inserted after each selected product (blue line)
  • Show table header after page break – a repetition of the table’s header on the next page (red line)
  • Show subtotal before page break – a subtotal value at the end of the page (before page break) (yellow line)
Product break settings

Product break settings

Also good option is modify subtotal before page break. You can edit it if you edit #PRODUCTBLOC_START# in your template.

Edit page break subtotal

Edit page break subtotal

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7.7.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 700.13.2 in order to use this feature without any issues.
This version was uploaded on 16 December 2019.

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7.7.1.PDF Product Images in product templates

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. Let’s suppose that variable $PRODUCTS_IMAGENAME$ is used in the template. In order to select which image will be used please provide following steps:

  1. 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). The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on PDF Product Images link.
  3. PDF Product Images window will appear on the screen.
  4. Select the picture and click on button.
PDF Product Images in product templates

PDF Product Images in product templates

Depending on your selection 4 different situations can happen:

  1. If more pictures are available only selected picture will be used.
  2. If only one picture is available it is used automatically.
  3. If picture is not available then no changes will be visible in the final document.
  4. In case you don’t want to use picture you are able to switch it off.

Note: Please update your PDF Maker to version 700.13.2 in order to use this feature without any issues.
This version was uploaded on 16 December 2019.

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7.7.2.PDF Product Images in product blocks

Note: Please update your PDF Maker to version 700.13.2 in order to use this feature without any issues.
This version was uploaded on 16 December 2019.

The PDF Product Images also allows defining images which will be used in final exported PDF files within product blocks.

  1. Start editing of your PDF template. Go to the Product block tab, from “Available fields for Products” select “Product Image” and click on button.
  2. As can be seen below, it is required to insert the variable $PRODUCTS_IMAGENAME$ between #PRODUCTBLOC_START# end #PRODUCTBLOC_END#.
PDF Product images

PDF Product images

Let’s assume that your PDF template including product image variable is correctly prepared and saved. In order to apply PDF product images settings:

  1. 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). The template is selected automatically in case the only one exists for given module or in case the default template is already defined.
  2. Click on PDF Product Images link.
  3. A popup window “PDF Product images” will appear on the screen. It displays all available pictures for each product from the selected record (for example invoice). The system selects automatically the first available picture but you can select which picture will be used in final PDF document, as well as its size. Depending on your selection 4 different situations can happen:
    1. If more pictures are available only selected picture will be used.
    2. In case you don’t want to use picture you are able to switch it off.
    3. If only one picture is available it is used automatically.
    4. If picture is not available the cell in the PDF document remains empty.

    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.

  4. Click on button to save your setting.
  5. Now, PDF product images settings are saved and will be used for additional actions, like export to PDF, send email with PDF etc.
 PDF Product images settings

PDF Product images settings

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8.Additional features

8.1.How to add Fonts for PDF Maker

Please read before we start

  • PDF Maker is working via mPDF Library
  • PDF Maker also cooperates with CKEditor, which is used to create/customize your own templates
  • However, its not possible to change fonts styles in your template via CKEditor layout
    * You can use all features of the CK Editor for fonts like: styles, formats, size, colors but not the fonts

  • Fonts can be only defined via source code of the template, using HTML or CSS tags, or via our free extension Styles 4 You by creating a style
    Example: <p style=”font-family: frutiger”>Text in Frutiger</p>
  • mPDF supports Truetype fonts, reading and embedding directly from the .ttf font files
  • Truetype collections (.ttc files) and Opentype files (.otf) in Truetype format are also supported
  • That’s why you should read next section how to use custom fonts in the PDF Maker

More info about using mPDF fonts in mPDF 7.x

How to add new fonts for PDF Maker

  1. Find the font you want, we will use Comic Sans MS (make sure your font is .ttf font)
  2. Upload the Truetype font file to the fonts directory (vtigerfolder/modules/PDFMaker/resources/mpdf/ttfonts)
    HowtousecustomfontsPDFMAKER
  3. Next open the file modules/PDFMaker/mpdf/config_fonts.php
    HowtousecustomfontsPDFMAKER
  4. Now, we need to define this font by adding array so we can use it as HTML or CSS in our templates
    In the file we have opened config_fonts.php:

    around line 83: “$this->fontdata = array” you can see how other fonts are defined

    HowtousecustomfontsPDFMAKER

    We need to add our array:

    “comicsansms” => array(
    ‘R’ => “ComicSansMS3.ttf”,
    ),

    HowtousecustomfontsPDFMAKER

    Short explanation of some definitions we added:

    “”comicsansms” = will be used in a template/styles to define font, you can name it as you want
    ‘R’ = means regular font, you can also use bold font ‘B’ if you uploaded bold fonts too
    *(will be explained in the next section)
    “ComicSansMS3.ttf” = is the name of the font we uploaded in the step 2

  5. When done, save the changes in file config_fonts.php
  6. Open the PDF Maker template with your text, and click on the “Source” button via CKEditor layout
    HowtousecustomfontsPDFMAKERThe template will switchto source code HTML format, we need now define font we uploaded in order to change text style

    By default you should see code:

    <html>
    <head>
    <title></title>
    </head>
    <body><strong>Custom Fonts for PDF Make</strong>r<br />
    <br />
    <strong>Comic Sans MS:</strong> Random text here, ABCDEFGH 1 2 3 4 5 6 7 8 9 0</body>
    </html>


    Now we need to add style for our font, should look like this:

    <html>
    <head>
    <title></title>
    </head>
    <body><strong>Custom Fonts for PDF Make</strong>r<br />
    <br />
    <span style=”font-family:comicsansms”><strong>Comic Sans MS:</strong> Random text here, ABCDEFGH 1 2 3 4 5 6 7 8 9 0</span></body>
    </html>

    You can use any font styles html/css you prefer to define fonts: span style=”font-family, p style=”font-family.
  7. Save/Apply the changes and try Export or Preview template

PDF Maker Custom Fonts Preview

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8.1.1.F.A.Q Custom Fonts

Can I use custom fonts in combination with your Styles 4 You?

Yes! you can visit our Styles 4 You section to see more details. All you need to do is define fonts via CSS/HTML.

All fonts are supported?

mPDF supports Truetype fonts, reading and embedding directly from the .ttf font files. Fonts must follow the Truetype specification and use Unicode mapping to the characters. Truetype collections (.ttc files) and Opentype files (.otf) in Truetype format are also supported.

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

When I uploaded the fonts I noticed in the config_fonts.php array lines like are ‘R’ / ‘B’ / ‘I’  what does that mean?

[‘R’] = Regular (normal font)
[‘B’] = Bold (bold font)
[‘I’] = Italic (italic font)

Each font-family must have a Regular (‘R’) file defined – the others (Bold ‘B’, Italic ‘I’, bold-italic ‘BI’) are optional.

This is used when you have 3 .ttf files and each is unique for his font variant.

“cambria” => array(
‘R’ => “cambria.ttf”,
‘B’ => “cambriab.ttf”,
‘I’ => “cambriai.ttf”,

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8.2.Font Awesome Icons

With the new feature Font Awesome you can add a lot of icons to your PDF Maker template just with few clicks!

How to add Font Awesome Icons to your PDF Maker template?

  1. Make sure you have installed PDF Maker version 700.7.0 or higher
  2. Open your template and go to Other information tab, where you can find a Font Awesome menu with the following options:
    A)  List of Icons – in this list you can see the names of icons which you can choose by clicking on any of them
    B)  Icon preview / Icon import button – here is icon preview and also an icon import button (click on the image icon and icon will be imported to your template)
    C)  Font Awesome icon detailed list view – you can find here: Icon, CSS Class, & Unicode Cheatsheet
    D) Icon imported to your template

    PDF Maker – Font Awesome

  3. Full process how to add Icons to your template is shown on following picture:
     Note: On the picture, you can see that there is also an option to change size, color, background color. There is also option to align icons.

    PDF Maker – Font Awesome

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8.3.Mass export and merging templates

In the chapter Export was described how to export documents via PDF Maker block. There is additional possibility of the export to PDF via ListView. In addition, ListView allows you mass export and merging templates. To do mass export in ListView please provide following steps:

  1. Inside ListView, select one or more document.
  2. Click on .
  3. PDF Maker batch export window will appear on the screen.
  4. Select the PDF template.
  5. Click on .
Mass export

Mass export

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.

Merging templates

Merging templates

If you combine mass export and merging templates you will obtain final PDF document as is shown in the
next picture.

Mass export combined with merging templates

Mass export combined with merging templates

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8.3.1.Sorting within mass export

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.e. records will be ordered as sorted in the ListView and the order will depend on sequence of choosing records.

Sorting within mass export

Sorting within mass export

You are able to manage your records in PDF file according to choosing records in ListView.

Manage records in PDF

Manage records in PDF

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8.4.Export and import templates

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.
In order to export PDF templates to external sources in PDF Maker tool do following steps:

  1. In the PDF Maker ListView page select one or more templates which would you like to export.
  2. Click on and “Export”.
    Export of the templates

    Export of the templates

  3. Confirm export with  or choose other option to export and then export.
    Export of the templates

    Export of the templates

To import PDF templates from external sources click on the “Import” from (see Picture 6.7 point 2.). After click the new import page will appear on the screen.

 Import PDF templates page

Import PDF templates page

In the Import PDF templates page, browse the PDF Maker template-related data in *.xml format and then click the button. It will take a few seconds to complete the import. The imported templates can be found in PDF Maker ListView page.

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8.5.Sharing

Using Sharing tab you can define template owner and how to share your template between you and other users or groups. You can setup sharing for different entities & members. In order to share your template:

  1. Select “Share” from the list.
  2. Choose groups, roles, roles & subordinates or users to share.
Sharing

Sharing

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8.6.Custom functions

If you need a special treatment of vtiger data in your template, you can use custom (your own) functions. There is a folder functions under [vTigerROOT]/modules/PDFMaker/resources/, where you can place your own .php file with functions which would you like to use. This file will be included automatically. Inside this folder is file „its4you.php“, which contains our functions. These functions are listed in the Table 6-1 and are provided for you for free. Do not modify this file, because by next version it will be overwritten. If you would like to use your own functions, please create your own file/files, it means create new .php file under [vTigerROOT]/modules/PDFMaker/resources/functions and place here your functions. In order to insert custom function into template provide following:

  1. Go to EditView, and in Other information tab select custom function from selectbox „Custom functions“. You can choose one of our functions (its4you_*), or your own function.
  2. Click on button. It adds function in form
    [CUSTOMFUNCTION|functionname|param1|param2|…|CUSTOMFUNCTION].
  3. Finally you have to define parameters of the function as shown in the picture.
Custom functions

Custom functions

In the above example function with 5 parameters was used, i.e. [CUSTOMFUNCTION|functionname|param1|param2|param3|param4|param5|CUSTOMFUNCTION]. It is possible to use functions without parameters as well. In this case use just notation [CUSTOMFUNCTION|functionname|CUSTOMFUNCTION].

Important note: It is not allowed to use one custom function inside another one, i.e. to use custom function as parameter of another custom function.

Here you can find list of functions available for PDF Maker Pro version:

  • addToCFArray
  • implodeCFArray
  • addToCFArrayALL
  • implodeCFArrayALL
  • sumCFArray
  • sumCFArrayAll
  • datefmt
  • pdfmakerGetEntityName
  • isInMultiselectbox
  • its4you_if
  • getTemplateId
  • its4you_getContactImage
  • its4you_formatNumberToPDF
  • its4you_formatNumberFromPDF
  • its4you_multiplication
  • its4you_deduct
  • its4you_sum
  • its4you_divide
  • its4you_nl2br
  • setCFGNumberValue
  • sumCFGNumberValue
  • deductCFGNumberValue
  • mathCFGNumberValue
  • showCFGNumberValue
  • its4you_NumberFormat
  • setCFNumberValue
  • sumCFNumberValue
  • deductCFNumberValue
  • mathCFNumberValue
  • showCFNumberValue
  • semantic_ru
  • num2str_ru
  • convert_number_to_words

Following sections contain short description of some our its4you_* functions which you can use in your PDF templates.

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8.6.1.CFArray functions

We are working on this section.
It will be available soon.

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8.6.2.CFArrayALL functions

We are working on this section.
It will be available soon.

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8.6.3.datefmt function

Syntax

[CUSTOMFUNCTION|datefmt|date|outFormat|CUSTOMFUNCTION]

Description

This function will change any date in your desired format. For example, from 10-11-2018 to 10 November 2018, November 10 2018 or 10/11/2018 and more.

Parameters

datefmt
a parameter which needs to always stay in a custom function, you don’t need to change it or remove it

date
inserting your date here or variable from the CRM system, for example: $INVOICE_INVOICEDATE$

outFormat
the most important parameter where you need to set your date format for example: from 10-11-2018 to 10 November 2018 you will use the values: “d F Y” instead of “outformat”. You can check PHP values here: PHP date format values

Usage

Do you want change your due date format for example from 10-11-2018 to 10 November 2018? Follow next steps:
First you need to place function into template.
[CUSTOMFUNCTION|datefmt|date|outFormat|CUSTOMFUNCTION]

Then modify Parameters:

  • keep datefmt
  • replace date with: $INVOICE_DUEDATE$
  • replace outFormat with: d Y F

Finally, your function is:
[CUSTOMFUNCTION|datefmt|$INVOICE_DUEDATE$|d F Y|CUSTOMFUNCTION]

Result: 10-11-2018 ——> 10 November 2018

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8.6.4.pdfmakerGetEntityName function

We are working on this section.
It will be available soon.

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8.6.5.isInMultiselectbox function

We are working on this section.
It will be available soon.

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8.6.6.its4you_if function

Syntax

[CUSTOMFUNCTION|its4you_if|param1|comparator|param2|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Description

This function executes if-else statement based on given parameters.

Parameters

param1
first parameter of comparison
comparator
you can use one of these possible attributes ==,!=,<,>,<=,>=
== – equal to
!= – not equal
< – less than
> – greater than
<= – less than or equal to
>= – greater than or equal to
param2
second parameter of comparison
whatToReturn1
value returned when comparison succeeded
whatToReturn2
value returned when comparison didn’t succeed

Usage

You want to show “Thanks message” if Grand Total is more than 500€.
First you need to place function into template.
[CUSTOMFUNCTION|its4you_if|param1|comparator|param2|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Now replace please:

  • param1 with $TOTAL$
  • Comparator with > (Possible attributes are ==,!=,<,>,<=,>= )
  • param2 with 500
  • whatToReturn1 with Present included for free!
  • whatToReturn2 leave empty

Finally, your function is:

[CUSTOMFUNCTION|its4you_if|$TOTAL$|>|500|Present included for free!||CUSTOMFUNCTION]

its4you_if Custom function

its4you_if Custom function

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8.6.7.its4you_ifnumber

Syntax

[CUSTOMFUNCTION|its4you_ifnumber|param1|comparator|param2|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Description

This function executes if-else statement based on given parameters. its4you_ifnumber is similar like its4you_if but it is more suitable for comparing numbers because it convert param1 and param2 into number format.

Parameters

param1
first parameter of comparison
comparator
you can use one of these possible attributes ==,!=,<,>,<=,>=
param2
second parameter of comparison
whatToReturn1
value returned when comparison succeeded
whatToReturn2
value returned when comparison didn’t succeed

Usage

You want to show “Thanks message” if Grand Total is more than 500€.
First you need to place function into template.
[CUSTOMFUNCTION|its4you_ifnumber|param1|comparator|param2|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Now replace please:

  • param1 with $TOTAL$
  • Comparator with > (Possible attributes are ==,!=,<,>,<=,>= )
  • param2 with 500
  • whatToReturn1 with Present included for free!
  • whatToReturn2 leave empty

Finally, your function is:

[CUSTOMFUNCTION|its4you_ifnumber|$TOTAL$|>|500|Present included for free!||CUSTOMFUNCTION]

its4you_ifnumber Custom function – PDF Maker Vtiger 7

its4you_ifnumber Custom function – PDF Maker Vtiger 7

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8.6.8.its4you_isnull

Syntax

[CUSTOMFUNCTION|its4you_isnull|param1|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Description

This function executes if-else statement based on given parameters. its4you_isnull is similar like its4you_if but it is created to find if param1 is NULL or 0.

Parameters

param1
first parameter of comparison if it is NULL or 0
whatToReturn1
value returned when comparison succeeded (param1 = NULL or 0)
whatToReturn2
value returned when comparison didn’t succeed (param1 != NULL or 0)

Usage

You want to show “Sorry message” if Discount is more 0.
And “Info message” is there is any Discount.
First you need to place function into template.
[CUSTOMFUNCTION|its4you_ifnull|param1|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Now replace please:

  • param1 with $TOTALDISCOUNT$
  • whatToReturn1 with Today you do not receive any discount
  • whatToReturn2 with Your discount for today is $TOTALDISCOUNT$

Finally, your function is:

[CUSTOMFUNCTION|its4you_isnull|$TOTALDISCOUNT$|Today you do not receive any discount|Your discount for today is $TOTALDISCOUNT$|CUSTOMFUNCTION]

its4you_isnull Custom function – PDF Maker Vtiger 7

its4you_isnull Custom function – PDF Maker Vtiger 7

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8.6.9.#HIDETR#

First at all, #HIDETR# is not exactly custom function. It is functionality that you can use in combination with custom function(most common with its4you_if, its4you_ifnumber, its4you_isnull)

Syntax

[CUSTOMFUNCTION|its4you_*****|param1|#HIDETR#||CUSTOMFUNCTION]

Description

If you use #HIDETR# functionality in custom function, it hide <tr> from your table.

Parameters

without parameters

Usage

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).
Since now, you can use #HIDETR# if Discount is 0.
First at all choose and insert right custom function (its4you_if, its4you_ifnumber, its4you_isnull) into <tr> which you want to show/hide.
For example:

[CUSTOMFUNCTION|its4you_isnull|param1|whatToReturn1|whatToReturn2|CUSTOMFUNCTION]

Now replace please:

  • param1 with $TOTALDISCOUNT$
  • whatToReturn1 with #HIDETR#
  • whatToReturn2 leave empty

Finally, your function with #HIDETR# is:

[CUSTOMFUNCTION|its4you_isnull|$TOTALDISCOUNT$|#HIDETR#||CUSTOMFUNCTION]

#HIDETR# functionality – PDF Maker Vtiger 7

#HIDETR# functionality – PDF Maker Vtiger 7

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8.6.10.getTemplateId function

Syntax

[CUSTOMFUNCTION|getTemplateId|CUSTOMFUNCTION]

Description

This function returns id of current template.

Parameters

This function is without additional parameters.

Usage

Just insert function into your template:
[CUSTOMFUNCTION|getTemplateId|CUSTOMFUNCTION]

getTemplateId Custom function

getTemplateId Custom function

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8.6.11.its4you_getContactImage function

Syntax

[CUSTOMFUNCTION|its4you_getContactImage|id|width|height|CUSTOMFUNCTION]

Description

This function returns image of contact.

Parameters

id
contact id
width
width of returned image (10%, 100px)
height
height of returned image (10%, 100px)

Usage

Do you want to insert image of contact related to Invoice.
Please provide following steps:
First you need to place function into template.
[CUSTOMFUNCTION|its4you_getContactImage|id|width|height|CUSTOMFUNCTION]

Now replace please:

  • id with id of contact (in our case it is $R_CONTACTS_CRMID$)
    Contact ID

    Contact ID

  • width with for example 20%
  • height with for example 20%

Finally, your function is:

[CUSTOMFUNCTION|its4you_getContactImage|$R_CONTACTS_CRMID$|20%|20%|CUSTOMFUNCTION]

its4you_getContactImage Custom function

its4you_getContactImage Custom function

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8.6.12.its4you_formatNumberToPDF function

Syntax

[CUSTOMFUNCTION|its4you_formatNumberToPDF|value|CUSTOMFUNCTION]

Description

This function returns formatted value and also is used by other functions.

Parameters

value
integer that you want to format (example: 123456.78)

Usage

Do you want to format integer number to format of PDF Maker numbers?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_formatNumberToPDF|value|CUSTOMFUNCTION]

Now please replace:

  • value with your number (123456.78)

Finally, your function is:

[CUSTOMFUNCTION|its4you_formatNumberToPDF|123456.78|CUSTOMFUNCTION]

its4you_formatNumberToPDF Custom function

its4you_formatNumberToPDF Custom function

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8.6.13.its4you_formatNumberFromPDF function

Syntax

[CUSTOMFUNCTION|its4you_formatNumberFromPDF|value|CUSTOMFUNCTION]

Description

This function returns converted value into integer and is used by other functions.

Parameters

value
formatted value that you want to convert in to integer (1.452,76)

Usage

Do you want to format integer number to format of PDF Maker numbers?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_formatNumberFromPDF|value|CUSTOMFUNCTION]

Now please replace:

  • value with $TOTAL$ (1.452,76)

Finally, your function is:

[CUSTOMFUNCTION|its4you_formatNumberFromPDF|$TOTAL$|CUSTOMFUNCTION]

its4you_formatNumberFromPDF Custom function

its4you_formatNumberFromPDF Custom function

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8.6.14.its4you_multiplication function

Syntax

[CUSTOMFUNCTION|its4you_multiplication|CUSTOMFUNCTION]

Description

This function returns multiplication of all input values: arg1*arg2*…*argN.

Parameters

arg1
first argument to multiplication
argN
Nth argument to multiplication

Usage

Do you want to multiplication some fields/numbers from your record?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_multiplication|CUSTOMFUNCTION]

Now please add arguments to sum and separate it with |:

  • arg1 is $PRODUCTQUANTITY$
  • arg2 is $PRODUCTLISTPRICE$

Finally, your function is:

[CUSTOMFUNCTION|its4you_multiplication|$PRODUCTLISTPRICE$|$PRODUCTQUANTITY$|CUSTOMFUNCTION]

its4you_multiplication Custom function

its4you_multiplication Custom function

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8.6.15.its4you_deduct function

Syntax

[CUSTOMFUNCTION|its4you_deduct|CUSTOMFUNCTION]

Description

This function returns deducted value arg1-arg2-…-argN (all following values are deducted from the first one).

Parameters

arg1
first argument to deduct (all following values are deducted from the this one)
argN
Nth argument to deduct

Usage

Do you want to deduct one field from other?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_deduct|CUSTOMFUNCTION]

Now please add arguments to sum and separate it with |:

  • arg1 is $TOTALWITHOUTVAT$
  • arg2 is $TOTALDISCOUNT$

Finally, your function is:

[CUSTOMFUNCTION|its4you_deduct|$TOTALWITHOUTVAT$|$TOTALDISCOUNT$|CUSTOMFUNCTION]

its4you_deduct Custom function

its4you_deduct Custom function

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8.6.16.its4you_sum function

Syntax

[CUSTOMFUNCTION|its4you_sum|CUSTOMFUNCTION]

Description

This function returns sum of input values: arg1+arg2+…+argN. Function is inserted without arguments by default but you can add arguments and separate it with |.

Parameters

arg1
first argument to sum
argN
Nth argument to sum

Usage

Do you want to sum some of fields from record?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_sum|CUSTOMFUNCTION]

Now please add arguments to sum and separate it with |:

  • arg1 is $TOTALWITHOUTVAT$
  • arg2 is $VAT$
  • arg3 is $ADJUSTMENT$

Finally, your function is:

[CUSTOMFUNCTION|its4you_sum|$TOTALWITHOUTVAT$|$VAT$|$ADJUSTMENT$|CUSTOMFUNCTION]

its4you_sum Custom function

its4you_sum Custom function

Youtube video for this Custom Function (click on Youtube Icon):

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8.6.17.its4you_divide function

Syntax

[CUSTOMFUNCTION|its4you_divide|CUSTOMFUNCTION]

Description

This function returns divided value arg1/arg2/…/argN.

Parameters

arg1
first argument to multiplication
argN
Nth argument to multiplication

Usage

Do you want to show product discount for 1 product?
First you need to place function into template.
[CUSTOMFUNCTION|its4you_divide|CUSTOMFUNCTION]

Now please add arguments to sum and separate it with |:

  • arg1 is $PRODUCTDISCOUNT$
  • arg2 is $PRODUCTQUANTITY$

Finally, your function is:

[CUSTOMFUNCTION|its4you_divide|$PRODUCTDISCOUNT$|$PRODUCTQUANTITY$|CUSTOMFUNCTION]

its4you_divide Custom function

its4you_divide Custom function

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8.6.18.its4you_nl2br function

We are working on this section.
It will be available soon.

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8.6.19.CFGNumberValue functions

We are working on this section.
It will be available soon.

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8.6.20.CFNumberValue functions

We are working on this section.
It will be available soon.

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8.6.21.its4you_NumberFormat function

Syntax

[CUSTOMFUNCTION|its4you_NumberFormat|number|decimals|new_decimal_point|new_thousands_sep|CUSTOMFUNCTION]

Description

This function will convert numbers/variables to your desired format. You can add decimals and decimal separators or remove them. For example: 1,00 —> 1

Parameters

its4you_NumberFormat
a parameter which needs to always stay in a custom function, you don’t need to change it or remove it

number
a parameter which needs to be replaced and represent the value you are changing. For example, you want change quantity number format, then you add variable: $PRODUCTQUANTITY$

decimals
a number of decimals you need ( 2 decimals = 1,00 / 5 decimals = 5,00000)

new_decimal_point
symbol for decimals separator, can be used any symbol you need ( , | . | / | * )

new_thousands_sep
separator for thousands, again, you can use any symbol you need or remove this parameter

Usage

Do you want in your invoice change quantity format from 1,00 to 1? Follow next steps:
First you need to place function into template.
[CUSTOMFUNCTION|its4you_NumberFormat|number|decimals|new_decimal_point|new_thousands_sep|CUSTOMFUNCTION]

its4you_NumberFormat Custom function

Then modify Parameters:

  • replace number with: $PRODUCTQUANTITY$
  • replace decimals with: 0
  • replace new_decimal_point with: 0
  • detele new_thousands_sep

Finally, your function is:
[CUSTOMFUNCTION|its4you_NumberFormat|$PRODUCTQUANTITY$|0|0|CUSTOMFUNCTION]

its4you_NumberFormat Custom function

Result when you export or preview:

its4you_NumberFormat Custom function

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8.6.22.semantic_ru function

We are working on this section.
It will be available soon.

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8.6.23.num2str_ru function

We are working on this section.
It will be available soon.

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8.6.24.convert_number_to_words function

Syntax

[CUSTOMFUNCTION|convert_number_to_words|number|CUSTOMFUNCTION]

Description

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.

Parameters

convert_number_to_words
a parameter which needs to always stay in a custom function, you don’t need to change it or remove it

number
a number which you want to convert. This parameter can be manually replaced with any number you want, or you can replace it with variable. For example: $TOTAL$

Usage

Do you also want in your invoice show total as words? Example: 350,00 € —> three hundred and fifty point zero zero
First you need to place function into template.
[CUSTOMFUNCTION|convert_number_to_words|number|CUSTOMFUNCTION]

Then modify Parameter:

  • replace number with: $TOTAL$

Finally, your function is:
[CUSTOMFUNCTION|convert_number_to_words|$TOTAL$|CUSTOMFUNCTION]

convert_number_to_words function Custom function

Result when you export or preview:

convert_number_to_words function Custom function

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8.7.Template for Header/Footer

Since PDF Maker 700.4.0 version there is useful option to create Header/Footer templates and then use it for PDF template. This function should save your time when you need make changes in all Header or Footer of PDF template.

It is useful functionality that allows you create Header/Footer template and use it in PDF template. Then if you need to provide any change in Header or Footer you just provide changes in Header/Footer template and this changes will be applied in all PDF templates where you use Header/Footer template.

You can still use Header or Footer in PDF template. If you do not use Header/Footer template in PDF template EditView you can see tabs Header/Footer and this custom Header/Footer is used for creation of PDF file.

Custom Header/Footer in PDF template – PDF Maker Vtiger 7

Custom Header/Footer in PDF template – PDF Maker Vtiger 7

Also you can create and select Header or (and) Footer template for your PDF template and then this (these) Header/Footer template is used for creation of PDF file. If you add Header/Footer template to your PDF template there is no tab of Header/Footer in EditView of PDF template visible anymore.

Header template used – PDF Maker Vtiger 7

Header template used – PDF Maker Vtiger 7

Footer template used – PDF Maker Vtiger 7

Footer template used – PDF Maker Vtiger 7

If you use Header and Footer template then only Body tab is visible in EditView of PDF template.

Header and Footer templates are used – PDF Maker Vtiger 7

Header and Footer templates are used – PDF Maker Vtiger 7

How to use Header/Footer template

There is few simple steps how to start using Header/Footer template functionality. Please see following steps:

  1. First at all you need to create your Header/Footer template (Create the simple Header/Footer template)
  2. Then your template is available in ListView of Header/Footer (ListView of Header/Footer)
  3. Open your PDF template and select Header/Footer tab
  4. Choose Header or (and) Footer template for your PDF Maker template from list of Headers/Footers (Header/Footer)
  5. Now you can generate PDF file with your Header/Footer template
  6. If you need to provide changes in header you do not need edit all PDF templates just your Header or Footer template
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9.Settings

The PDF Maker settings are accessible directly from the ListView and consist of:

  • Extensions – manage extensions: Customer Portal, Workflows, Styles4You
  • Profiles – manage user-specific PDF Maker access to different roles
  • Self-defined labels – manage your own labels
  • Product block templates – manage your own product block templates
  • License settings – manage all settings related to your license
  • Uninstall PDFMaker – remove PDF Maker completely from your vTiger
PDF Maker settings

PDF Maker settings

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9.1.Extensions

Available extensions for the PDF Maker

Available extensions for the PDF Maker

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9.1.1.Customer portal

Customer portal new versions are no longer compatible with our PDF Maker on Vtiger 7.x.

For any more questions, please contact us at : info@its4you.sk

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9.1.2.Workflows

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. It allows you to create completely new tasks “Save Document from PDF Maker” and “Send Email with PDF Maker attachments” for any workflow.

PDF Maker tasks for workflows

PDF Maker tasks for workflows

“Save Document from PDF Maker” task brings you the possibility to automatically create and save Documents from PDF Maker templates for module you create workflow for. All you need to do is to create new Workflow for chosen module and create a new Task “Save Document from PDF Maker”.

Save Document from PDF Maker for workflows

Save Document from PDF Maker for workflows

“Send Email with PDF Maker attachments” task brings you the possibility to automatically send email with attached PDF file based on PDF Template(s). When you create new Workflow for chosen module just create a new Task ” Send Email with PDF Maker attachments” and select PDF Template which has to be used .

Send email with PDF maker attachments for workflows

Send email with PDF maker attachments for workflows

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9.1.3.Styles 4 You

Styles4You extension allows to you manage your CSS styles and assigned it to templates.
To install Styles4You please provide following steps:

  1. Open PDF Maker
  2. Click on  button and choose Extensions
    How to install Styles4You

    How to install Styles4You

  3. Download zip file by Download button
  4. Install Styles4You via module manager or Install button
    How to install Styles4You

    How to install Styles4You

Now Styles4You has been installed into PDF Maker.

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.

How to add style to template

How to add style to template

Fill name, insert your style and choose priority. Priority is used when you add more styles to one template. PDF Maker takes CSS with smaller number of priority.

How to create Styles4You

How to create Styles4You

Now, your style has been added to your template.

Styles4You

Styles4You

Style used in your template you can also find in edit view of template in CSS Style tab.

Style in EditView of template

Style in EditView of template

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9.2.Profiles

You may define PDF Maker privileges for all profiles. You may define Create/Edit, View and Delete privileges.

How to set profiles for PDF Maker

How to set profiles for PDF Maker

In order to change privileges click on , use the checkboxes and click on button to save changes.

Manage profiles

Manage profiles

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9.3.Self-defined labels

If the global and module related labels are not sufficient for you, it is possible to define self-defined labels. In order to define self-defined please use following steps:

  1. In customize choose Self-defined labels
    How to define self-defined labels

    How to define self-defined labels

  2. Click on  button.
    How to define self-defined labels

    How to define self-defined labels

  3. Define label key C_***** and value for your current language. Click on button.
    How to define self-defined labels

    How to define self-defined labels

  4. In order to define values for other installed languages click on “Edit Other Translations” link.
    How to define self-defined labels

    How to define self-defined labels

  5. Define label value for additional languages and click on button.
    How to define self-defined labels

    How to define self-defined labels

You can also find here button which allows you to delete unnecessary labels.

How to delete label

How to delete label

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9.4.Product block templates

Product block template

Product block template

As can be seen in the picture below, you can simply add – , edit – , duplicate – or delete – product block templates.

Product block templates management

Product block templates management

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:

  1. Define product block template name.
  2. Insert product block template start (#PRODUCTBLOC_START#) and product block template end (#PRODUCTBLOC_END#).
  3. Add all necessary product/service fields according to your needs between (#PRODUCTBLOC_START#) and (#PRODUCTBLOC_END#) and provide formatting if needed.
  4. Click on button.
Create new product block template

Create new product block template

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9.5.License settings

Since December 2019/January 2020 all our modules will be using Installer to manage licenses. 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)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

  • Module name, Your Vtiger domain URL
  • Description, if license is activate or not:
    – your license is currently active,
    – your license is not active and you need active it via Installer.

To activate or manage license, click on the button.

Settings – License settings window

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9.5.1.Deactivate license

If you want to deactivate your license, please provide following steps:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • The following screen will appear (see below):

    Installer – deactivation of license

    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.

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9.5.2.Reactivate license

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

  1. Click on the   button and enter your license key.
  2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

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9.6.Update

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

  • open the Installer in the CRM
  • in the Modules tab find your installed module and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon

Updating PDF Maker manually:

The upgrade of the PDF Maker is initiated in the same way as PDF maker installation or click on Upgrade PDF Maker link in Customize tab of PDF Maker.

How to update/upgrade PDF Maker

How to update/upgrade PDF Maker

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the PDF Maker module already exists. The upgrade will start immediately when you click on the [Update Now] button.

How to update PDF Maker

How to update PDF Maker

After upgrade the notification about successful upgrade is shown.

How to update PDF Maker

How to update PDF Maker

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9.7.Uninstall

If you need to remove the module from your Vtiger you have two options:

  • Uninstall via Installer.
  • Manually via going to module Settings and choose Uninstall option.
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9.7.1.Uninstall via Installer

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • Find the module you need to uninstall in the Modules tab
  • Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
  • Click on button

Installer – Uninstall module screen 1

  • Confirm uninstall with button

Installer – Uninstall module screen 2

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).

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9.7.2.Manual Uninstall

There is also available option to remove PDF Maker from your Vtiger manually. To uninstall please provide following steps:

  • Go to the list view of PDF Maker and in Customize choose option Uninstall PDF Maker
    Uninstall PDF Maker

    Uninstall PDF Maker

  • Click on button
    Uninstall PDF Maker

    Uninstall PDF Maker

  • Confirm uninstall with button
    Uninstall PDF Maker

    Uninstall PDF Maker

Now, PDF Maker is removed from your Vtiger and your license is deactivated. To use PDF Maker again you need to provide installation and validation steps (see chapter 2.How to install PDF Maker).

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10.Tips & tricks

10.1.How to define background image

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 8.1):


body {background-image: url(https://PATH_TO_IMAGE/picture.name);
background-repeat:repeat-y;}
background-position:right;

In addition, you can define background image repeat property via “background-repeat:value;” by values:

  • repeat – default value i.e. not necessary to define
  • repeat-x – the background image will be repeated only horizontally
  • repeat-y – the background image will be repeated only vertically (example below)
  • no-repeat – the background-image will not be repeated

or background position via “background-position:value”.

Background image

Background image

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10.2.How to print labels, envelopes and more

Below is simple example how to print envelopes/labels. Please provide following steps:

  1. Define simple PDF template – for example with fields for organization address.
  2. Set minimum size of PDF template (100×100 mm).
  3. Use option “Multiple” for Page sizing & Handling according to your needs.
 Envelope/labels printing  with PDF Maker

Envelope/labels printing with PDF Maker

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11.Change log

  • Check latest versions available and fixes applied
  • What was changed/added to manual
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11.1.PDF Maker

  • 3 August 2020: 4.9
    • Fixed issue where variable $PRODUCTDISCOUNT$ was not affected by Number format settings from the template Properties
    • Increased limit for files which are exported, in the \modules\PDFMaker\resources\simple_html_dom\simple_html_dom.php file from 60 000 (6MB) to 100 000 000 (100MB)
      *if you are having issues to send bigger files via Email function in Vtiger, we suggest to update these values also in the file: \include\simplehtmldom\simple_html_dom.php line 65: define(‘MAX_FILE_SIZE’, 600000);
    • minor updates for upcoming extension E-Signature
  • 17 July 2020: 4.8
    • Fixed issue where variable $PRODUCTVATPERCENT$ was not showing VAT correctly when edited manually in the Items Detail block
  • 25 June 2020: 4.7
    • Added new custom function its4you_showtotaldiscountpercent
  • 28 May 2020: 4.6
    • Improved feature to enter variables by starting writing $ symbol into the template, now you can also use the symbol+label name ($subje…)Improved feature to enter variables by starting writing $ symbol into the template, now you can also use the symbol+label name ($subje…)
      *before it was just $ symbol + variable ($INVOICE_SUBJE…)
    • Added new inCFArray custom function [CUSTOMFUNCTION|inCFArray|name|value|inArrayReturn|notInArrayReturn|CUSTOMFUNCTION] to filter records
      *can be used with custom function [CUSTOMFUNCTION|addToCFArray|name|value|CUSTOMFUNCTION]
    • Added feature to create List view templates and group them by adding in to template [LISTVIEWGROUPBY|xxx: xxx|LISTVIEWGROUPBY]
      *these templates will work just for list view export in modules, template will not shown in the detail view of records
    • Added new Unique Products Blocks, used to remove duplicates shown in the blocks
    • Fixed issue where you were not able sort templates by name in the PDF Maker list view
  • 29 April 2020: 4.4
    • Fixed issue where datefmt custom function was showing current date even when the fields for the date were empty
    • Fixed issue where field Contact Name in related blocks, were causing that related block was empty after export or preview
    • New icon in menu for PDF Maker added
  • 09 April 2020: 4.3
    • Added variable $PURCHASEORDER_PAID$ for Purchase Orders module
    • Fixed #HIDETR# custom function, where it was causing issues when there was table in the table and the whole tables was hidden instead of <tr>
    • Save as Document feature now pre-fill the Title of the Documents, based on the File Name value in the PDF Maker under Settings tab
  • 04 March 2020: 4.2
    • Fixed issue, where using variables Received ($received$) and Balance ($balance$) in related block was not shown correctly when exported to .pdf
  • 17 February 2020: 4.1
    • minor bug fixes
  • January 2020: 4.0
    • new validation system via our FREE extension Installer
    • possibility to run PDF Maker on 7.4 if required
      (some features may not work, we officially support all PHP versions up to 7.2 where all features are working)
    • minor bug fixes
  • January 2020 – PDF Maker 700.13.6
    • Fixed issue where “Send Email” function was not sending attachments
    • Fixed issues where CK Editor was not properly loaded when creating the template
  • January 2020 – PDF Maker 700.13.5
    • Fixed issue from versions 700.13.2 + where you had issues with the page break feature
    • Minor bug fixes
  • January 2020 – PDF Maker 700.13.4
    • Custom functions compatibility with PHP 7.3 added
    • Fixed issue where you were unable to click on the menu and expand it, when you entered “Customize” tabs via PDF Maker list view
    • Fixed issue where you weren’t able to choose related modules and use variables (mainly Calendar, where you had just Contacts as related module)
    • Added feature to enter variables by starting writing in to template with the $ symbol, so you don’t have to choose them via pick list menu
  • January 2020 – PDF Maker 700.13.3
    • Minor Improvements and bug fixes
  • December 2019 – PDF Maker 700.13.2
    • Fixed issue where export of images for the module Products was not working (using variable $PRODUCTS_IMAGENAME$)
    • Also feature of PDF Maker “PDF Product Images” before export working correctly based on: PDF Product Images in product templates
  • November 2019 – PDF Maker 700.13.1
    • Fixed issue with export showing error code
  • November 2019 – PDF Maker 700.13.0
    • Styles 4 You, fixed issue where the “unlink” button was not working
  • August 2019 – October 2019 – PDF Maker 700.9.4 – 700.12.0
    • Minor Improvements and bug fixes
    • Please download and update to latest version
  • July 2019 – PDF Maker 700.10.0
  • December 2018 – April 2019 – PDF Maker 700.8.0 – 700.9.4
    • Minor Improvements and bug fixes
  • November 2018 – PDF Maker 700.7.0
  • November 2018 – PDF Maker 700.6.0
    • Minor Improvements and bug fixes
  • August 2018 – PDF Maker 700.5.0
    • Watermark funcionality
    • Lock PDF file funcionality – Password for PDF file
  • June 2018 – PDF Maker 700.4.1
    • Minor Improvements and bug fixes
  • April 2018 – PDF Maker 700.4.0
  • January – March 2018 – PDF Maker 700.3.0 – 700.3.1
    • Minor Improvements and bug fixes
  • July – October 2017 – PDF Maker 700.2.0 – 700.2.3
  • 13. June 2017 – PDF Maker 700.1.5
    • compatibility with vtiger 7
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11.2.Manual for PDF Maker

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