PDF Settings

PDF Settings enables you to customized document templates for Invoice, Quotes, Sales Order and Purchase Order modules for your business operations.

To change PDF setting:
  1. Click on the setting icon on the top right of the page.
  2. On the left sidebar, click Templates > PDF Settings.
  3. Select desired module from the dropdown to customized template as shown below:

    pdf settings

  4. Then, you can modify the setting for PDF document as shown below:

    General setting

    pdf general setting

    Group/Individual Tax

    pdf tax setting


    pdf footer setting

  5. Once done click Save button.

After successfully customize the template, you can export the business document in PDF format. For example:

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.