Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Find out how to get 2 hours free training by referring a friend? 
What's the catch?
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: 07 July 2015 13:24:36 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:

#WeAreOpenCRM



Twitter Feed

OpenCRM Wishing everyone a great #bankholidayweekend from everyone here at #OpenCRM! #FridayFeeling
OpenCRM RT @smartassessor: Anyone else got that #FridayFeeling for the bank holiday weekend? Let's hope the sun stays out! https://t.co/mB2i9MN3m3

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

Clean your Desk with …

Within our company we run a ‘clean desk policy’, this is mainly for security reasons as it would be inappropriate for us to have our customer’s documents - with their private data - on show to whomever wanders into the office. This would be bad practice, especially for a firm who work in the CRM industry. Another side to this though is office maintenance, ‘a tidy room is a tidy mind’ and it is worth bearing this adage in mind if...

Summertime Motivation

I know it may seem a little late to be focusing on a summer related blog, but it is after all the UK and as the great British weather has finally, over the last few weeks, let us enjoy some glorious warmth and clear blue skies, I though it apt to look at how the good weather and summertime activities affects us as employees. Well, I heard on local radio that 40% will have tuned into an Olympic event. At work! The...

Company News August 1…

Hello from everyone here at OpenCRM, July was an exciting time for us all and we have some great news for you, so, without further ado here is OpenCRM’s latest Company News…Beep, Beep Beep, Beeeeeeeeeep! Recently our Technical Director Phil Marsay and his lovely girlfriend Kirsty (he is punching above his weight by the way) went to a romantic Greek Island for their Summer Holidays, beautiful beaches, views and the locals were fantastic. Phil, not one to miss an opportunity, got...

Business Superhero: D…

If you don’t recognise the name, I’m not terribly surprised. Donald Davies is one of those people who worked to develop the foundations of our modern technical world who has seemingly been forgotten by mainstream history. And I can understand why, his big contribution to the world, being involved with the practical implementation of “packet switching” is more than a little technically complicated. Saying that, without this work, our modern technical world simply wouldn’t exist. I was recently watching a BBC...

When Private really m…

If you’re working on a top secret project that only a handful of people have knowledge of, it doesn’t stop you needing to be able to keep track of all the emails and tasks surrounding it. Luckily in OpenCRM, we have a suite of tools that will help you keep everything under wraps. Before I get started on the ins-and-outs of our privacy tools, it is worth mentioning that any user who is a “System Admin” will be able to access...

Gender in leadership

In the last few months, the gender gap has continued to hit the headlines with stories of women being passed over for top jobs. There has also been discussion about the pay gap between men and women in a wide variety of industries, including business, film making, and sport. But with the appointment of Theresa May as the UK’s new Prime Minister, the possibility of Hilary Clinton becoming America’s first female President, and more women like Veronique Laury and Alison Cooper...

Fields upon Fields of…

There are many reasons why you might not want every one of your users to have access to all of the information you want to hold in your OpenCRM system. With very little effort, you can prevent users from seeing certain modules or even certain records, but sometimes you need to be even more granular. Sometimes you need to control the information in an individual field. With OpenCRM, you can do just that. If there are fields that you only want to be...

Does Cost Equal Quali…

It’s no secret that I love our CRM system. I think the broad range of features available and the depth of the functionality you find in these features makes OpenCRM one of (if not the) best cloud CRM system out there. But not everyone agrees with me. Some people think that to get the best system out there, you have to spend a fortune. That the price tag is the only true reflection of quality. And they’re entitled to their opinion. I...

How can businesses ha…

It is hard to pinpoint the most innovative uses of technology in 2016 as you could say that we are now totally submersed in a growing culture of Big Data, Interactivity, the ‘Internet of Things’, UX, UI, AI, IA and many, many more buzz phrases and acronyms which make up this ‘Fourth Technological Revolution’ we appear to be in the middle of. While all of these advancements are fascinating, I always want to know how a new type of technology is...

OpenCRM TV Company Ne…

Hello ladies and gentlemen and welcome to this edition of OpenCRM TV Company News......Introduced by our very own William Winter, it's a light hearted look at what has happened at OpenCRM over the past few weeks.

Are we in the middle …

Recently, I’ve been hearing a lot about a Fourth Industrial Revolution. According to a recent article in Forbes, the Fourth Industrial Revolution is centred on “the combination of cyber-physical systems, the Internet of Things, and the Internet of Systems…it is the idea of smart factories in which machines are augmented with web connectivity and connected to a system that can visualize the entire production chain and make decisions on its own.”1 Sounds very impressive and futuristic, doesn’t it? From the literature on...

Business Superhero: W…

There are a lot of reasons to admire Warren Buffett: his investment prowess, his entrepreneurial spirit, his philanthropy, his down-to-earth perspective, his devotion to his family—you name it and I admire him for it.  Buffett serves as an example to anyone in business that enthusiasm and dedication are only part of the story when it comes to being a success in business. From watching his business and personal life over the years, there are three lessons that I personally have found...

Your Three Most Impor…

We recently blogged about how you can design eye-catching email templates in OpenCRM. This, together with the ability to track all manner of success benchmarks quickly and easily, makes the Campaigns module an attractive marketing tool. OK, so now that you have the tool at your disposition, you need to decide who to target with your message. It is all too easy to pile data into your system, but without any type of categorization that data soon becomes as much of a...

Personalities: How do…

My colleague Ashley recently published a blog post about how members of our team reacted to some role play we were doing. Which of our colleagues jumped in feet first to act their hearts out and which ones shied away from the limelight?This got me thinking about the wide variety of personalities within our business, how we all fit together and the different implications each of our personalities have on how we interact and work as an effective team. For the...

An Email Template for…

We’ve talked before about how to create and manage your email Campaign, setting up your click through links, and how you can test your emails to make sure they arrive looking perfect in your recipients’ inboxes. But what about actually crafting your emails? Our very own captive designer was recently walking some of our newest team members through the best practices for doing just that. Once completed, we thought that the tools and instructions she’d put together would be ideal for...