CRM PDF của MAKE interactive EMEA

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MAKE interactive EMEA

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This app allows the creation of PDFs from Quotes in the Bitrix24 CRM using templates that can be built by the user. Templates are in .docx format and are stored in a Bitrix24 Drive folder that you specify. Templates support variables from Quote fields as well as images, headers, and footers.

Quotes made with the app can also include additional columns in the product table, such as product description, discount description, etc. The app does not yet support invoices but does support custom fields created in Quotes.

Note: A 7-day trial is free. Because this Marketplace does not yet support paid apps, everything is marked as free.

Có gì mới

Phiên bản 3 · 04.06.2018

Version 2A, it now works also for non-admin users

Hiển thị lịch sử phiên bản →

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Hỗ trợ kỹ thuật

Bảo mật dữ liệu

Phiên bản 3 · 04.06.2018 Lịch sử

Hỗ trợ kỹ thuật

Creation of .docx templates is not difficult, but complex quotes and tables in them may require some time to develop. MAKE Interactive can offer assistance, but inspecting quote templates can provide the concepts needed to make your own quotes.

Note that font and text formatting needs to be carefully applied, as a change in formatting in the middle of a variable will result in its being unresolvable.

Hướng dẫn cài đặt

After installing the app from the Marketplace, follow the use instructions that can be downloaded here. A sample template can be downloaded here.

The product requires at least 2 folders to be created in Drive, one to hold templates in .docx form, and the other as the target for the created documents. Go to the settings of the given Drive to display the folder ID - these IDs are entered in the app settings.

Note that only a 7-day trial is free. Because this Marketplace does not yet support paid apps, we can only enter it as a free app, but long-term, it is not free. Payment details are available through the app.

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CRM PDF

Ứng dụng yêu cầu các quyền để truy cập dữ liệu:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Drive

full access: view, create, edit and delete storages, folders and files

Data storage

full access: view, create, edit and delete storages, items and item fields

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Lịch sử phiên bản

Phiên bản 3

Version 2A, it now works also for non-admin users

04.06.2018

Phiên bản 2

Version 2, improved version of app.

It now works for quotes and invoices
We have added a search function
New templates
Automatically creates folders
Automatically sets settings

01.06.2018

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