Preview: PDF Customizer module for Perfex CRM
Note: This is a module for Perfex CRM.
Table of Contents
Brief description
Introducing the PDF Customizer for Perfex CRM, a module that will help you customize Proposals, Estimates, Invoices, Credit Notes 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.
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.
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. It is designed to empower users with the ability to create polished, customized PDFs without the need for complex coding or external tools.
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!
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