January 15, 2017

Announcing Print Templates

BY John Paul Narowski IN Company 0 Comment

If you print contracts or PDFs based on information from your info in karmaCRM, then this feature is for you. Now you can easily create PDFs from the data you already have in your contacts, companies, and deals.

This feature is for the Per User Plans only.

To create a template, go to your settings and then print templates

Screen Shot 2017-01-14 at 5.05.45 PM

To use the templates go to the actions menu of your record (in this case we’re in the contact record) and select “Print Template”.

Screen Shot 2017-01-14 at 5.06.19 PM

You now have the option to make any final edits to the template before it’s turned into a PDF.

Screen Shot 2017-01-14 at 5.06.35 PM

And VOILA, your template was generated and downloaded. Process shortened and time saved, for the win! Thanks to our customers for helping us develop this handy and time saving feature. We now generate all of our karmaCRM service contracts and NDAs using this tool.

Cheers folks.

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

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