Joforce CRM offers you a built-in PDF Maker to craft your own beautiful PDF templates for Invoices, Quotes, Sales Orders, and Purchase orders.

Designing your own PDF template #

Joforce CRM offers you four default templates, one for each module(Invoice, Quotes, Sales order, Purchase order). You can easily make changes and use them that suit your business requirements.

• Click on the PDF Maker menu
• Joforce CRM offers you 4 different PDF templates → choose and click on the desired PDF template → Edit.

• Alter the template based on your requirements. General information to be added
  • Add a Template name
  • Enable the checkbox to activate the template
• Finally, click on Save.

Now you can use these templates while sending Invoices and Quotes to your customers.

Changing the page format and page orientation #

With PDF Maker, you can easily add different page setup. To do so, navigate to the Settings part of PDF Maker. It renders you with,

• Page Format: A3, A4, A5, A6
• Page Orientation: Portrait, Landscape
• Page Margins: Top, Bottom, Left, Right

Adding company and product-related info #

To add your company information,

• Navigate to the Company Informations tab. Place the cursor and choose the relevant option to be added.
• Choose Company information from the drop-down and choose the relevant company field to be added to the template

• If you need the Terms and Conditions in your template. Choose Terms and conditions from the drop-down. To know about Terms and Conditions, refer here.
• To add the Date and Time, choose the relevant options from the General fields.

To add Product details,

• Initially choose the tax mode from the Product Block Template drop-down.
  • Group tax – Calculate tax for all the products on the whole
  • Individual tax – Calculate tax for each product
• Choose the desired product field from the product field dropdown
• Select the service field to add the Service related information

Managing records #

Common action performed on the module

• Double click on the menu → To sort the menu values in ascending/ descending order.
• Click on the vertical ellipsis on the left corner
  • Details → Navigate to the detailed view of the record
  • Edit → To edit the record

Export PDF #

After successfully creating your templates,

• Navigate to the desired module – Invoice, Quotes, Sales Order and Purchase Order
• Navigate to the detailed view of the record
• Click on the PDF Maker menu → Export in the Left side section
• Once you’ve clicked export, the PDF gets downloaded based on the template you’ve designed filled with the added inventory details.