PDF Management

The PDF Management section includes topics covering creating, managing, and troubleshooting PDF templates in Sugar.

Topics

This article will cover how to insert images from Sugar image field types into PDF Manager templates. 

In Sugar®, the PDF Manager uses an interface similar to email templates to allow you to add and adjust logo images on generated PDFs. This article covers how to update or replace existing logo image files via Admin > PDF Manager. 

Smarty™ is a template engine for PHP that allows users to make front-end presentation changes without the need to access the back-end code. The markup tags that can be used in Sugar® to add additional style and functionality to PDF and email templates are called Smarty modifiers. You can use Smarty modifiers to force formatting elements such as capitalization, hyphenation, and date style, or to transform your CRM's field values into more customer-friendly terms. This article will walk through using a Smarty modifier to reformat a field on the system-generated PDF template in the Quotes module.

Smarty™ is a template engine for PHP that allows users to make front-end presentation changes without having to access the back-end code. The markup tags that can be used in Sugar® to add style and functionality to PDF and email templates are called Smarty modifiers. You can use Smarty modifiers to force formatting elements such as capitalization, hyphenation, and date style, or to transform your CRM's field values into more customer-friendly terms for your PDF documents. 

Sugar's PDF Manager empowers Sugar® administrators to customize the PDF templates used to generate PDFs from Sugar records such as quotes. This article will discuss how to size images in PDF templates in order to achieve the intended image size on the printed PDF.

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