• Dynamic Fields 4 You for Vtiger 7


    Extension that allows you to make your Vtiger form more dynamic and user-friendly.
    Available for Vtiger 7 now!
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    vtiger 7.0 demo
  • PDF Maker for vtiger CRM

    PDF Maker is a very powerful tool for create Business Proposals, Contracts, Cases, Project activities documents and of course different kind of Quotes, Sales Order, Purchase Order and invoice.Read More Free Version Manual
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CRM News

  • Dynamic Fields available for Vtiger 7 +

    Dear Customers,
    we are really happy to announce that Dynamic Fields 4 You is available for Vtiger 7.
    You can read more in our manual.
  • Vtiger Hosting in 3 minutes? Why not? +

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  • Brand new update of PDF Maker +

    Because of GDPR and lot of our customer's requests we published PDF Maker with option to Lock PDF file with password.
    Also we added Watermark functionality.
    We hope that you enjoy it.
    There are updates for Vtiger 7 as well as Vtiger 6 CRM.Read more
  • ListView Colors 4 You and Process Flow for Vtiger 7 available +

    ListView Colors 4 You gives you better view, faster orientation and more information using same data in ListView.
    Read more
    Process Flow manages your Vtiger processes. Process Flow is FREE and it is required for using ListView Colors for Vtiger 7.
    Read more
  • Kanban View for Vtiger 7 +

    The Kanban View displays records in movable cards with option to change value from one into the other.
    Read more
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4.5 Using a product blocks

The product blocks are simple but powerful parts of your pdf templates. They are used to display all products/services from modules Invoices, Quotes, Sales Order and Purchase Order in your pdf files regardless of the number of products/services for particular record. Below you can find simple example where invoice contains three products which are automatically seen in the final pdf exported file. You don’t need to create template for three rows in the table, just define start and stop of the product block and product fields according to your needs. Next chapter describes how to create your own product block. In addition, we also introduced some default product block templates as well as tool for managing them (7.4).

Product block usage

Picture 4.9 Product block usage

Create new product block in EditView

You can find Product block tab in EditView which allows inserting, editing and creating of product blocks. In case that product block templates are not sufficient for you, it is easy to create your own product block:

  1. Go to Product block tab and insert product block start variable (#PRODUCTBLOC_START#) and product block end (#PRODUCTBLOC_END#).
  2. Add all necessary product/service fields according to your needs between (#PRODUCTBLOC_START#) and (#PRODUCTBLOC_END#) and provide formatting if needed.

    Create product block

    Picture 4.10 Create product block

Insert and edit product block template

There are already created product block templates which you can insert from product block tam and later edit if needed. These templates are available only for modules Invoices, Quotes, Sales Order and Purchase Order that displays product block. The product block templates created within product block tool can be added in the same way. You can simply add the whole product block template into your template by:

  1. Go to Product block tab.
  2. Select product block template.
  3. Click on [Insert into template] button.

Insert product block template

Picture 4.11 Insert product block template

When the product block template is inserted you can modify it according to your needs. For example you can add new cells / rows / columns, change font, change the background color, etc. You can edit layout like a table or you can add some new variables / labels as well.

>>Next subsection<<

FAQ

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