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?
What should I do if a Print Template is showing as blank in the Vtiger CRM?
How do I edit the Default Print Templates available in Vtiger?
Is it possible to change the Module of the duplicate Print Template?
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?

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.
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