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Print collected data from Contact into Document templates at specified field

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#1 solutions101

solutions101

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Posted 11 March 2015 - 03:18 PM

Hi

I have been doing some research to find a solution on Zurmo to print out the data i have collected from clients, under the Contacts section, and populate it into a Template document.

the document is a word document with company letterhead and some fixed sets of information.

i need to take all the collected data that is relevant to each field in the document template and place it into the appropriate field then save as a pdf for printing or email to clients.

I am just a user on zurmo, however i did install and setup Zurmo myself on my virtual server so i am technically minded and can do certain things on zurmo. i am not as experienced on Zurmo and perhaps there is a way straight out the box to do this on Zurmo perhaps someone knows about that would be great.

best regards
101


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#2 Ellis

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Posted 04 April 2016 - 11:12 PM

+1 For this... I'd like to have an option in the Contacts/Leads to view data to a PDF document... I am willing to pay someone who can do this for us....


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