OpenCRM Portal
Articles Categories Screencasts
    calendar

Custom PDF troubleshooting. Dealing with some of the more common questions about Custom PDF templates.

Rated 5.00 starRated 5.00 starRated 5.00 starRated 5.00 starRated 5.00 star Updated: 14 February 2012 12:38:48 OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Settings::Templates

A custom PDF templates is a great way of creating your personalised sales documents. As with other templates in OpenCRM (for example Email or RTF) you can create as many different templates as your organisation will need. Different categories of clients, products or services for example, may require different information to be displayed on a Sales Order document.

This feature in OpenCRM is used by many of our clients and there is a fairly even split on customers that create their own PDFs and customers that request PDFs setting up by the team at OpenCRM. If you would like OpenCRM to create the PDFs for you, please contact your project manager for details.

The ability to create PDF templates is a powerful tool and as such, there is a degree in sophistication in setting these up. For this reason your vanilla OpenCRM system comes with a set of default templates. If you wish to create custom templates, an easy starting place is to duplicate an existing template. Once you have created the duplicate template you can edit and save this, with the original default tempate there as a safety net should you run into difficulties.

As a word of caution, be very careful when using the delete button!

If your custom PDF is not outputting or displaying as you would expect, here are some of the issues you may be experiencing, and how to overcome them.

I cannot select the PDF I have just created!

When you create the template, you need to select the destination folder. If you have created a sales order template, this must be located in the sales order folder otherwise it will not be available for selection where you would expect.

Some of the rows in the template get pushed over the next rows

This can happen when the data in your header section is too large.

One possibility is that the logo you have uploaded is too large and this is causing the rest of the header data to move down in the PDF. Click the link to read our FAQ on uploading your logo to your CRM system min the correct size: http://opencrm.co.uk/crm-knowledgebase/kb725014/How-do-I-add-my-logo-so-that-it-appears-in-the-left-column-of-my-system-and-also-appears-on-PDF-s-that-are-produced-in-OpenCRM.html

Another possibility is that you are trying to include too many fields in the address and contact details in the space provided. Again this causes the next rows to get pushed down the page. A possible solution for this is to increase the size of the header block. When doing this you may need to compensate by reducing the size of the footer. This requires a knowledge of how html works, if you are unsure of this, we recommend that  you contact your project manager at OpenCRM and schedule some professional service time to have your templates set up for you.

You can view the html code for the template by expanding the Editor (small arrow below the PDF Header title) and selecting Source to edit and get the design required.

The PDF is slightly longer than one page, some of my footer details are going onto a second page

Again this could be an issue with the sizing of the header and footer sections (see above). Edit tools for the Footer can be accessed in the same way as the Header tools.

Some of the fields I have added are not showing the correct data

You need to ensure you are using the correct merge variables to pull data from the OpenCRM system. There is a tool at the top of the PDF Edit screen to help fing the merge variable you require. Select the field name from the drop down to show the appropriate merge variable which you can then copy and paste into your template:

 Should you have any other issues with creating PDF templates please contact your Project Manager or Support.

 

  • Rate This Article
    • 1 star
    • 2 star
    • 3 star
    • 4 star
    • 5 star

  • Feedback and Comments
    captcha code  


You may also be interested in:

OpenCRM Flickr Feed



Twitter Feed

OpenCRM Make sure you get all the help you need from our Support team heroes. #OpenCRM #Support #SuperPower #Education http://t.co/KtamIfioD1
OpenCRM Are you stuck #InTheWild? Get tame and ready for action with #OpenCRM http://t.co/MFIcW0IDFX http://t.co/7y31S7DwR4

Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

From Zero to Hero!

I was reminiscing today about the first few weeks I spent at OpenCRM. It is incredible to think that I walked in the door, with only a minimal understanding of even what CRM was, much less its capabilities. Hitting the ground running, I soon picked up the things I needed to know as a new starter - how people took their tea and what the office dog was called! No, really, the first few months here weren’t without their challenges, but...

What's on your wild s…

The business world is a jungle. It’s hard enough getting business, your internal team should be a well organised pack, hunting in harmony. When you run a business you will want to make sure you have the right tools in your arsenal to get every sale you can get. Without becoming pushy, needy or insistent, you want to portray a calm and in control demeanour. Take the giraffe for example. It is a calm pacific creature. It harnesses the power of its...

Hidden Marketing, Sec…

Last week when I was writing this post, the BBC ran an article about subliminal advertising. They talked about how it first was introduced in the 1950s and how uncomfortable we still are with the idea of our decisions being influenced without our knowledge (not terribly surprising). What was interesting, however, was the test that was carried out by the BBC to see if they could subliminally influence a group of people to choose one type of drink over other...

Breaking the Ice

Why did two penguins jump up and down on their first date? …so they could break the ice!* Making a strong first impression with your customer’s is a crucial part of any customer relationship. Within the first few minutes of a conversation, a customer can get the gist of whether you are professional, approachable, and reliable, or not! Therefore, making sure you have the right tools to make that first impression the best it can be, is essential. Here at OpenCRM, our Project...

Man Flu got you down?

In a Cloud based solution, everything is at your fingertips. Make sure to maximise that information you share between your teams. It’s the season of Man flu. People get sick, and they stay at home in the hopes to get better and not contaminate the rest of their teams. Not only are companies struggling with illness, with extreme snow and rain, sometimes it is just safer all around to stay at home to work. But, what will you do when your...

Landing with OpenCRM

Hi. I’m Gemma. I joined OpenCRM in October. My past few weeks have taught me not only that CRM means different things for different companies, OpenCRM stands for something beyond “Customer Relationship Management”. I have learnt how fantastically our teams will work not only for, but also WITH you. Giving you, our customer, the best web based CRM experience possible. Honestly, these guys and gals are amazing! As part of my training I have been using and experimenting with the different...

Hit the Ground Runnin…

It sounds so cliché but I am going to make 2015 the year of ‘can try’ and not ‘can’t’. I have always thought I was a driven person, but the more time passes by, the more I get set in my ways. I have noticed I have started putting myself into certain metaphorical boxes; which, quite frankly are an underestimated evaluation of myself and are not fair to my actual ability and talent. I have become a bit lazy I...

Do you want to be a p…

To get your CRM project up and running, often you’ll have a team. Cloud hosted solutions allow your team to be all over the place but still have one focal point: success. What makes a CRM Project like a F1 race team? They are Fast With the right hand holding and co-ordination we like to get projects off the ground swiftly and efficiently. Communication is essential for the swift progression of the project implementation. They are Reliable Once your project is up and running, you...

OpenCRM 2015 – Here I…

Don’t you just love the fresh feeling you get when you start a new year? Taking time off has a great effect on one’s psychological state, I feel refreshed and keen to get started. I am really quite excited about what 2015 has to bring. We are working on some great projects which will come to bloom this Spring, these will be followed by lots more exciting things which are in our pipeline. The one thing that has helped me to relax...

Feeling ‘Christmassy’…

I could spend this post talking about lead conversations, time management, and how much our cloud hosted CRM software could help your business improve as we approach the New Year, but instead I want to ramble on about Christmas! Yay! As you know, today is Christmas Eve. Here at OpenCRM we are all very excited for the celebrations to begin, focusing on our daily tasks is becoming a real fight of endurance. I am definitely feeling Christmassy! I have been designing Christmas marketing...

Christmas and Time Ou…

I have been counting down the days to Christmas since the 1st of December. Now, it’s less than a week until the big day and my focus is really trying to get all my Projects here at OpenCRM to a place where I can leave them until the 5th of January. Some of these Projects involve work for customers, while others are more to do with larger scale projects, things that will have an effect on our customers, but not for...

Baa Humbug

This week my colleague Ashley and I met up and had a very successful craft night. Although this kind of behaviour is not unusual for us, we did have a good excuse; we were crafting homemade jumpers for OpenCRM’s annual ‘Cheesy Christmas Jumper’ competition, in aid of the charity Papyrus. Instead of spending our money on the jumpers, we thought let’s ‘up-cycle’ old jumpers, and save all the money for the good cause. It is quite easy at this time of...

How do you keep your …

When you have a full team of eager Sales people. how do you keep them motivated? When you have a hosted solution, it means even your traveling Sales people can connect and keep everything up to date. The visuals they need to keep motivated have been integrated into OpenCRM in the form of the pipeline in the Opportunities module, and the target widget in the side bar. I love using the target. In my new role in the sales team, I am in...

The 12 Days of CRM

On the twelfth day of Christmas my CRM gave to me Twelve Leads Converting, Eleven hot Campaigns, Ten perfect Projects, Nine new Invoices, Eight Tickets closing, Seven signed Sales Orders, Six (hundred) additional Settings, ...Five golden reports... Four lovely layouts, Three email templates, Two quotes expiring and, A new ac-ti-vi-ty

A Very OpenCRM Christ…

We had our office Christmas party on Friday…it was quite the event. The evening started out with an epic battle of wits, fought on a laser-tag battleground. After several hours of the most intense laser-fuelled warfare ever waged by a CRM company, no clear winner could be seen, the Data Dragons and Server Sharks had, against all odds, fought to a draw. When the smoke had cleared from the first battle, the Data Dragons had emerged victorious. Spurred on by the...