vtiger

[keshen]

Hi all,

Maybe this has been asked before, but searching the forum didn't give any results.

Is it possible to have more that one PDF template for quotes, SO, PO and invoices? For instance, our US office needs to have their header in the PDF files and our European office another one.

One option might be to have user specific templates. For instance that the US sales manager works in USD and automatically generates PDF's using the US template. And that the EU sales officer works in EUR and the EU template.

If it is not possible, can it be done by re-programming the software here and there? We are willing to hire someone to do it for us.

Thanks in advance.

Keshen

[joebordes]

Hi,

We have just finished adding merge capability to SO for a client we have. With this you can define your documents in word/openoffice and then get them in different formats just picking one template or another. They needed it because they also have different offices.

This is a good option if end user needs to modify the templates frequently or needs to add/eliminate templates.

We can also add different PDF templates directly into the code, even based on user/country/whatever. Customizing templates is one of the things we do most.

There is also a very interesting project on vtigerforge that gives multilingual PDF options. I have installed and tried it, it works very well and may be your best option. Don't know the state it is in now.

In any case if you need help send me an email

Regards, Joe
TSolucio

[joebordes]

BTW,

The code for the merge option is based on the code in a forum thread and has been posted on the vtiger france site.
My notes on adapting the code to SO is here:
http://vtiger-spain.com/wiki/doku.php?id=addmergetomodule

Regards, Joe
TSolucio