Aspose .NET OneClick PDF Document Generator is an open source add-on used to generate and export PDFs from CRM. You can design template in word and attach in CRM and generate document as you want. You can use OneClick PDF Document Generator with Account, Contact, Lead, Opportunity and Quote Entity. It provides option to Attach the generated document with the record itself and you can download the document as well. This add-on can also resolve option set and look-up fields. In addition it allows you to generate the PDF from the Top ribbon button as well as via a single click button on the form. Aspose .NET OneClick PDF Document Generator can be used with CRM on-premises and CRM Online.
Features in this Release
This release of the add-on supports the following features:
- Create Template inside Microsoft Word and attach in CRM. (use merge field feature of MS Word where you want to include CRM data)
- Allow you to add Optionset as well as lookups.
- Works with Account, Contact, Lead, Opportunity and Quote.
- One click button that can Generate document.
- Generated documents can be downloaded as well as attached with the same entity record.
- A ribbon button is also provided to choose the template and generate document.
Download, Installation and Usage
Please check the links below to find instructions on downloading, installing, configuring and using these development templates.
- Downloading
- Installing or Uninstalling
- Using
- Video Demo
Video
Please check this video to see it in action.
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