How to Print a record using a Template?
After successfully creating the template, your template will be available for selection from the list view or detail view of your records in Vtiger CRM.
Print Templates can be accessed by (corresponding to the modules selected while creation)
- All modules, while print/export pdf
- Workflow email task, to attach Print Template PDF
- Inventory modules (PO, SO, Invoice, Quotes) to send emails with pdf.
- Customer Portal (Invoice & Quotes)
Refer: Print Templates
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