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Training is done through a series of videos below. Click on the grey section title to jump to lessons you need.

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PDF for Sugar Button

Steps to use

  1. Install the SugarCRM button into your sugarcrm detail view.
  2. Find the fields on your sugarcrm view that you would like to populate into a PDF form.
  3. 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.
  4. Upload your PDF form to your PDFforSugar account.
  5. Copy the form ID from your account into the button added to sugarcrm.

Select A Video Below

Learn How To Install The PDFforSUGAR Button Into SugarCRM (And Find The Fields To Merge Into A PDF Form): Installing PDFforSUGAR

Learn How To Add The PDF for Sugar Button Into A Sugarcrm Detail View:
Installing a button into SugarCRM

Learn How To Build A PDF Form With Fields From A Sugarcrm View:
Build a PDF for use with

Learn How To Upload A PDF Form And Copy The Form ID To The PDF for Sugar Button:
Upload a PDF to

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