Training is done through a series of videos below. Click on the grey section title to jump to lessons you need.
Download the PDFforSUGAR.zip Module (20KB)
Steps to use PDFforSUGAR.com:
- Install the SugarCRM button into your sugarcrm detail view.
- Find the fields on your sugarcrm view that you would like to populate into a PDF form.
- Create a PDF form and name the fields you would like to pre-populate exactly like the names of the fields in your sugarcrm view.
- Upload your PDF form to your PDFforSugar account.
- Copy the form ID from your PDFforSUGAR.com account into the button added to sugarcrm.