How do I give profile access to generate PDF quotes in Vtiger?
Follow these steps to enable users to choose PDF quote templates:
- Log in to the CRM.
- Go to the User Profile on the right-hand side of the screen.
- Click Settings to open the settings page.
- Navigate to User Management > Profiles.
- Hover over the profile you want to grant access to.
- Click Edit. A list of modules that the profile has access to will be displayed.
- Go to the Tools section.
- Enable the checkbox for Print PDF.
- Click Save.