PDF Customizer module for Perfex CRM

Customize and style Perfex PDFs

Our module helps you customize Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts’ PDFs sent to your customers! This module fulfills the long-awaited need for comprehensive customization of PDFs, offering unparalleled flexibility in tailoring your Proposals, Estimates, Invoices, Credit Notes, and Contracts. Revolutionize the way you present your business with our PDF Customizer Module, a groundbreaking solution designed exclusively for Perfex CRM. Our module is designed to empower users with the ability to create polished, customized PDFs without the need for complex coding or external tools.

PDF Customizer Key Features

WYIWYG Editing: Take full control of your document’s appearance with our What You See Is What You Get (WYIWYG) editor. Effortlessly customize headers, footers, and additional parts of your PDFs directly within the intuitive editor. No coding required – just the freedom to design documents that reflect your brand. Header and Footer Customization: Craft professional-looking documents by adding personalized headers and footers. Showcase your company logo, address, or any other essential information, ensuring that each document is a true representation of your brand identity. Extra Pages Injection: Seamlessly inject extra cover pages and closing pages to your Proposals, Estimates, Invoices, Credit Notes, and Contracts. Whether it’s a personalized introduction or a heartfelt closing statement, our PDF Customizer Module lets you make a lasting impression. Flexible Design Elements: Tailor the design elements of your PDFs to match your business aesthetics. Choose fonts, colors, and styles that resonate with your brand, creating a consistent and professional image across all your documentation. You can also customize all rows with colors of your choice! Time-Saving Efficiency: Say goodbye to the hassle of manual document customization. Our PDF Customizer Module streamlines the process, allowing you to generate enhanced and polished, customized PDFs with just a few clicks. Please note that our PDF Customizer Module is a module that integrates seamlessly with Perfex CRM and it uses core’s PDF driver, inheriting potential limitations of 110px height for banner images and one line texts for footer. Transform the way you present your business – elevate your PDFs with the PDF Customizer Module for Perfex CRM. Enhance professionalism, save time, and leave a lasting impression with every proposal, estimate, invoice, credit note, and contract you send. Upgrade your clients’ Perfex CRM experience today!

Installation/Support

It takes only a few seconds to be installed, activated and have it fully working. You can install our module by going to Perfex CRM Settings -> Modules -> Upload and upload the zip file downloaded from CodeCanyon, at your Perfex CRM (min version 3.0). Activate the module at the next step and you will be all set!

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Version 1.1.2

-Compatibility fixes

Version 1.1.1

-Improvements in prefix/suffix pages handling

Version 1.1.0

-Added support for Payments
-Added color customization for rows

Version 1.0

-Initial version