VTiger Proposal & Document Designer is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster.

No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. VTiger Proposal & Document Designer lets you create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all the while.

It can be used to create versatile content like extensive proposals, quotes, invoices, sales orders, surveys, feedback forms, update return forms (e.g. ask a user to fill in a form via email. When he/she does, the relevant database at VTiger CRM will be updated), ads, subscriptions and lot more.

*This extension has an additional page, which includes multiple demos, screenshots and detailed feature descriptions + examples. Please click here to go to detailed page.

Blocks area contains all the necessary elements to build the document. This is where you will insert headings, text blocks, images, videos, tables & more.

Cover Page: to add the title/cover of the document. The cover page can be customized in a number of ways including adding logo image, URL, text, as well as styling

Heading: to add a heading for a topic. It can also be shown/hidden in the table of contents. You can turn on/off heading to be shown in the table of contents by hovering over the header element on the document – the gear icon will show up, click on it and popup will show up.

Image: to add, format, and hyperlink an image to the document.

1. To open Image properties, you will need to double click on the image (on the document). You will then be able to set custom attributes such as width, height, borders, links & many more advanced functions.  

2. To “Flatten” or “Edge to Edge” image, you will need to hover over the image and click on the gear icon. The “Edge to Edge” option will stretch the image from left to the right border making it a perfect fit. If image if “Flattened” – you can then drag and drop elements from “Fields” section (its most used where a image of existing PDF is put on the document designer, flattened and fields are dropped on top of it (so the user doesn’t have to recreate the entire pdf, but instead – just drop fields from vtiger)).

Fields contains interactive elements such as check boxes, fields, initials, date pickers and signature pad. These elements can be placed on the interactive document where the recipient will be able to fill out the fields (on the form), place a signature and date it

There are few very important things you need to know that apply to each interactive element.

1. Elements can only be dropped on an existing “Block” element, meaning that in order to put interactive element you will need to have e.g “Text” element on the document.  Basically, when dragging interactive element – it has to “stick” to something e.g Text block, Table, image, etc..

Tip: Add empty “Text” element and just insert few empty lines and you will be able to drop elements in that area.

2. All the elements except “VTIGER FIELD”, will not be saved in VTiger database as a field value and will only be stamped/saved on the PDF/Interactive document. In order to save the element value in VTiger field e.g if you add a checkbox and you want that to update “Email Opt Out” field in VTiger – you would need to use “VTiger Element” (see below).

Checkbox: add the checkbox element. 

Date: to add the desired date to the document. You can click on the added element and set a default date. You can also click on the “gear” icon and open advanced field options (make it editable or set to be current date).

Date Time: to add the desired date and time to the document. You can click on the added element and set a default date. You can also click on the “gear” icon and open advanced field options (make it editable or set to be current date).

Initials: add the field to let the receiver put their initials. You can also click on the “gear” icon and open advanced field options (make it editable or mandatory).

Signature: add the signature field for the receiver to sign the document or sign it yourself before sending.

1. When the signature element is first added, it defaults to be “Signed by the recipient”. In most cases this is what we want, meaning that once you send the document, the recipient will be able to click on the signature icon and place the signature.

2. You can also pre-set signature by clicking on the gear icon and drawing the signature. If you do that, your drawn signature will show up and the recipient will not be able to sign, since you already signed.

Use “Replace Signature Button” checkbox to set it be to normal (where recipient will be able to sign it)

You can add multiple signature pads on the document e.g one can be for your drawn signature and another for recipient to sign.

Once the document is sent, the recipient will then be able to click on the signature icon OR on the green button (default is Accept) and the signature pad will popup. Signed document will then be stored in VTiger under “Signed Documents”.

VTiger Field: insert field from VTiger record and marge it on the document. This element also allows to update information back to VTiger (similar to interactive forms).

This element can be used to merge VTiger record information e.g Opportunity onto the document, meaning that you can drag and drop the element anywhere on the document and map it to merge the information from specific VTiger field.

1. To retrieve VTiger field variable, go to “Properties” tab, select from the available field list and click “Insert”.

You can also include fields from related modules.

2. VTiger Field element has advanced options such as “Allow to Edit” and make field “Mandatory”.

Allow to Edit: used when the field has to be converted into an “interactive field”, meaning that the recipient, will be able to update/enter data into that field and save it back to VTiger. If you are just looking to merge the field information (without allowing recipient to edit it – uncheck “Allow to Edit”).

Mandatory: used to make field mandatory when “Allow to Edit” is checked.

2.1 If the element has “Allow to edit” unchecked – you can format the value that is going to be merged, meaning that you can set custom font, color, size & much more. (see Advanced Text Options screenshot)

3. This element supports all field types, e.g if you insert a vtiger data field variable – it will then display date picker for the recipient(assuming field is editable).

Once the document is sent, the recipient will be able to open and see the information merge from VTiger fields as well as update it (if allowed to). In this example, we configured “Start Date”, Payment Method” to be non editable and the other fields are editable by the recipient.

Use this section to merge information from VTiger. In the ‘Properties’ tab, you can select fields from primary and secondary modules as well as create custom product and related module blocks.

Properties is an area where you can select your primary module and merge the fields onto the document. In addition, you can insert data from related module e.g “Contact Name” related to the “Invoice”.

To insert the field, you will first need to pick the field from the drop down and hit “Insert”. The field will be inserted where your cursor was on the document. Properties can be inserted on any element (text, table, image).

Note, properties inserted as a “text” (without “VTiger Field” element) will not be editable and merge as a text. You will likely use this method for most of your documents that you don’t need to be interactive (allow recipients to update data).

Product Block was designed to allow users to manually create and design products/service that are on the Quote, Invoice, Sales/Purchase Order. This feature is used in a very rare occasions where the documents produced require complex customizations.

This feature is identical to “Pricing Table” element. We advise users to use “Pricing Table” interface to build service/product lists on the quote, invoice, sales/purchase order.

Related block feature was designed to allow users to merge related record information on to the document, meaning that if you are creating document for Projects module – you could merge related Project Tasks, Milestones & other related modules on the same document.

This identical feature to “Related Modules” element that is available in “Blocks” tab. We recommend users to use that instead, since it’s a lot easier to select the module, columns and table theme.

This feature is mostly used for complex related modules, that require custom design and layout.

Other information consists of 3 sections:

Custom functions: area where all custom functions available for document designer

limitDecimalOfNumber: allows to limit number of decimals that are displayed on the document for select field.

Custom fields: includes online document link and user signature

User signature: only used in the email tab. If inserted (into email tab) – it will merge users signature on the email.

Proposal link: only used in the email tab: It’s a link that will allow the recipient to click and open interactive document online.

Company Information: used to merge VTiger company information (set in VTiger settings) such as company name, phone, address & more.

This converts online document into publicly accessible link, which can be used to create new records in VTiger. As you probably know, you can create documents/forms and send them to your existing customers(or any other vtiger records) and have the recipient put in information and submit it (refer to “Contact Update Form” or “SEO Proposal” templates in our demo.), however this feature allows you to create a static link that can be sent to anyone (not necessarily from VTiger – you can put it on your website or email the link) and once the form gets filled out – it will create new record in VTiger (based on primary module on the form). This is very similar to VTiger webforms, however it’s more powerful and supports all standard and custom modules.

Simple Example: create custom form and place it on your website for new signups (lead/contact information will flow directly into VTiger).

Advanced Example: create custom form that you can send to your customers for tickets/support requests, data gathering. The form can be created for any custom module e.g “Orders”. You can generate a link for individual customers (each customer in VTiger can have unique formid) and once the customer fills the form out (once or multiple times) – it will create new records in VTiger and associate/link those new records to an existing customer record. In order to associate new record to existing customer,  you either have to send the form from vtiger (to that customer) OR obtain the link as if you were sending the form to the customer. See screenshot #3.

Screenshots below were used for simple “Contact Signup Form”.

You can add custom fonts to Document Designer and users can choose any fonts that they require to use.

The way it works is quite simple:

1. Get the font you want to use in the Document Designer editor
2. Extract it to

   "test/QuotingTool/resources/font/"

3. Now this font will show up in the Document Designer editor

Template builder has an ability to set background image on the interactive/online document. It’s really helps to make a difference when presenting the proposal.

Background Image: change, reset, or remove the background image

Background Size: select how you want to use the added image and it will be automatically set to the desired

Finally, once designed your document – you can then send it via email (manually or via workflow) or export to PDF.

1. “Document Designer” button will appear on every records’ detail/summary view if there is a template created for that module.

Note: If there are no templates created for a certain module – the button will not show up.

2. Clicking the button will open a popup which will allow to Export to PDF (download locally) and Email the document.

3. Email popup consists of:

4. Subject (prefilled from the email template set in the template builder)

5. Possible recipients – Document Designer will locate linked records with an email address that you can email the document to.

6. CC/BCC – You will be able to add additional email addresses/records.

7. Email Body (prefilled from the email template set in the template builder)

8. Attach Document – If checked, it will attach a PDF copy in the email (in addition to the online/interactive document link)

9. See the document as your recipient sees it – is used to open the interactive document before you send it to the customer. It will open the document in new window for you to review. This is very helpful help testing/tweaking the document.

10. Send/Cancel – used to send the email or close the popup