Now, setting up your PDF templates can feel overwhelming…so many options!!…but if you ever get lost, please just click to chat with a member of our team. We are here to help.
Our top tip for PDF customisation is this: duplicate your templates. This lets you edit and change the styling of the template without affecting the one you are still actively using. Great for trying out new options and testing how they look.
Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?