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Love2017-05-31 15:17:22
CRM
Love, 2017-05-31 15:17:22

SuiteCRM: what options are there to populate document templates in xls,xlsx,doc,docx format with data?

In the standard SuiteCRM, it is possible to fill out documents only in pdf format. And we need xls, xlsx, doc, docx. What are the options?
And another question right away: contractors have several modules created in the studio, and when filling out templates, you also need to use information from them. For example, bank details: there may be several of them, and you need to fill in the table with this data.

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grab_bag, 2017-07-08
@grab_bag

For Excel, it is possible to export records in csv format. If you need a full-fledged export to Word, then there is a corresponding paid plugin for SugarCRM, which works without problems with SuiteCRM; or open a saved pdf document directly in Word - not always kosher, but fast and free.
What is the question? Fill out the template resp. details from the new modules - and go ahead, the details of working with templates are described in the documentation for SuiteCRM: https://github.com/likhobory/SuiteCRM7RU/blob/ver....

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