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 What does your design say about your business? #OpenCRM #DesignTeam #MakeItCount http://t.co/vf1D3q44mp
OpenCRM Travels. Plans. Prices. How do you keep it all together? #TimeManagement #OpenCRM http://t.co/TXplo0mHQf

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

What’s your Approach?

I don’t know if you play video games, but I quite enjoy them. I do find that the way people approach big tasks, like a video game or within their work, varies so much that the people who develop games (and other software) must accommodate these preferences. Personally, I’m usually quite happy to dip in and out of them, but every once and while, a game comes along that I just lose myself in. All I want to do is play...

How can design help t…

By designing tools to help ease people’s everyday life, we can help evolve businesses and and put smiles on our consumer’s/user’s faces. As a designer, I do notice when something is well designed. It is easy to take for granted that everything from the knife and fork you eat your dinner with, to the mobile phone, tablet or other 'next best thing' you use, has gone through a design process so it can provide you with a solution to fill...

Where do I want to go…

I’m trying to plan a holiday. Know what the hardest part is? My indecision on the destination. I want to go to somewhere warm, but I also want to sightsee. I’m a beach bum, but I love being a tourist. I want to laze around by a pool, but I also want to climb up a cliff. What do I do??? It doesn’t help when you are planning for two, as you need to take other people's wants and needs into...

Searching for Someone

Who else loves the Google Doodles? I really enjoy how whimsical and fun they are, but, at the same time, always find myself reading up a little bit about the person or event that inspired them. I don’t know if Google intended it, but I think their daily Doodles are the perfect example of that very difficult mix of fun and educational. Today’s Doodle was a celebration of the 270th birthday of Alessandro Volta, the inventor of the battery (to paraphrase...

LOVE Hurts

Sometimes relationships can cause too much misery leaving the people involved just wanting to abandon ship. We don’t want our customer’s to feel like this, so I have put together three ‘P’s to help provide people with policies, plans, and practices to prolong CRM prosperity. After discussing The People and The Price, I will now look into the final P in our CRM implementation trilogy, which is avoiding The Pain: 3. The Pain Nobody wants to inflict more pain within a work environment...

Can't buy me LOVE

As I am sure you are aware from reading my last blog post, I have put together a trilogy of posts to  discuss the key elements needed to build and maintain a strong, lasting relationship with your CRM system provider. Here is the second ‘P’ for preventing potential problems and project pitfalls: 2. The Price Money is debatably what drives each and every business forward. Therefore it is crucial to have an affordable contract with your CRM provider. We do recognise that this...

There’s Just Less Tim…

I’ve always found February a bit of a strange month. It’s usually a fun one for me because it’s my birthday month, but it’s also the shortest month of the year…and the only one that has any possible variation in length. Which makes sense, I suppose, in a strange sort of way. I’ve always wondered if really target focused sales people find February an unfair month. Compared to say, January, you might lose a good couple of days of selling time...

Why do I think workin…

This is a question I ask myself when I reflect on my life, especially when trying to explain my job to friends and family… “Well I’m a Multimedia and Interface Designer for a cloud hosted CRM Software Development Company”… I may as well just say, “I’m a total geek (and I love it)”. So why do I love it so much? Because being a geek rocks. Well it does if you work for OpenCRM. I spend most of my days trying to...

3 Ways to Make Your D…

This is the time of year when we all start looking forward to longer nights, warmer weather and/or getting away to some warmer climate for a spring break. Remembering what it is like to be walking down a warm beach is a distant memory clouded over by snowy blizzards, icy roads and dark, dark evenings. Although a good cloud hosted CRM solution won’t book your flights or actually fast-forward through the next few months, it will help your days to go...

There’s sNOw Business…

In light of last week’s rather…interesting weather forecast and the resulting emergency measures put in place along the U.S. Northeast coast, I think the whole concept of the reliability of forecasting has been pushed to centre stage. I know we all joke about how unreliable weather forecasting is and how you can’t rely on anything meteorologists say, the number of times they get it right (or pretty close to right) I find impressive. And when they get it wrong, it is...

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...