CRM PDF by MAKE interactive EMEA

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CRM PDF

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Installations

3216
Developer

MAKE interactive EMEA

Description

This app allows the creation of PDFs from Quotes in the Bitrix24 CRM using templates that can be built by the user. Templates are in .docx format and are stored in a Bitrix24 Drive folder that you specify. Templates support variables from Quote fields as well as images, headers, and footers.

Quotes made with the app can also include additional columns in the product table, such as product description, discount description, etc. The app does not yet support invoices but does support custom fields created in Quotes.

Note: A 7-day trial is free. Because this Marketplace does not yet support paid apps, everything is marked as free.

Installation instructions

Technical support

Data security

Added: 01/17/2017

Technical Support

Creation of .docx templates is not difficult, but complex quotes and tables in them may require some time to develop. MAKE Interactive can offer assistance, but inspecting quote templates can provide the concepts needed to make your own quotes.

Note that font and text formatting needs to be carefully applied, as a change in formatting in the middle of a variable will result in its being unresolvable.

Installation instructions

After installing the app from the Marketplace, follow the use instructions that can be downloaded here. A sample template can be downloaded here.

The product requires at least 2 folders to be created in Drive, one to hold templates in .docx form, and the other as the target for the created documents. Go to the settings of the given Drive to display the folder ID - these IDs are entered in the app settings.

Note that only a 7-day trial is free. Because this Marketplace does not yet support paid apps, we can only enter it as a free app, but long-term, it is not free. Payment details are available through the app.

Data security

detailed

CRM PDF

The application requests access to the following data: