FAQs in this section
What are Print Templates?
What is the benefit of using Vtiger's Print Templates?
How do I view existing Print Templates?
What are the functions available on the Print Template list view screen?
How do I create a Print Template?
How do I edit a Print Template?
Can I add a barcode to my print code?
Can I insert esigns into my Print Template?
How do I duplicate a Print Template?
How do I delete a Print Template?
How do I edit the Default Print Templates available in Vtiger?
Is it possible to change the Module of the duplicate Print Template?
What should I do if a Print Template is showing as blank in the Vtiger CRM?
Can I apply various date formats in Print Templates?
Why isn’t my merge tag showing the correct value in the print template?
What is the benefit of using a private window for editing print templates in Vtiger?
What should I do before adding product-related source code into a print template?
How do I fix a missing or misaligned header or footer in a print template?
How do I add my company logo to the Quotes?
Is it possible to add a watermark to templates in Vtiger CRM?
How to add a VAT field to my Quote file?
How does the Copy Address field affect Print Templates?
Why is the tax field not displaying characters in the Quote template?
Why is my Quote Print template not showing all digits?

What are the best practices to create a Print Template?

Following are some of the best practices to create print templates smoothly:
  • Avoid Browser Extension Issues
    • Use an incognito (private browsing) window to prevent issues caused by browser extensions interfering with the template editor.
  • Clean Up Copied Content
    • Paste the content into a plain text editor like Notepad to remove hidden formatting.
    • Then paste it into the template editor and use the editor’s formatting tools.
  • Prevent Source Code Issues When Adding Products
    • Before pasting code related to Products, first paste it into Notepad. This ensures any hidden styles or broken tags are removed.
  • Manage Large Content or Image Alignment
    • Review your code to make sure text, tables, and images are properly sized and consistently aligned throughout the template.
    • This prevents overwriting and misalignment issues.
  • Ensure Proper Currency Display
    • Verify that your preferred currency is enabled and active in the CRM’s currency list to ensure it appears correctly in the template.
  • Header or Footer Display Issues
    • Check for broken HTML, such as missing closing tags or misplaced elements, which can cause headers or footers to display improperly.
  • Merge Tag Issues
    • Check Field Values: Ensure the fields used in merge tags contain data. Blank fields will prevent merge tags from resolving.
    • Review Source Code: If the issue persists, examine the template’s source code to ensure the merge tag isn’t inside broken HTML or unnecessary styling tags.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube