DocParser for SuiteCRM export related module data in a pdf or word file
For any business organization, generating mail-merge or related module's information documents is essential requirement.
DocParser for SuiteCRM is a tool that can be used to export information from any module into a presentation-quality document and create an MS Word and PDF documents.
DocParser a complete solution for relational data merge and export
Export information from any combination of modules
The DocParser can merge default as well as custom module's related data into a predefined MS Word or PDF document.
Export multiple records from related modules
Creates a document with parsed data from one-many relationships and many-many relationships. For example, when generating a document from the Account module, include information from the related contacts, calls, meetings, opportunities, etc modules for the account.
Mass Record Parsing from Module List Views
From the module's list views, select multiple records to create multiple parsed documents (1 for each record). For example, When in the Accounts list view, select multiple accounts and generate a document of address labels or letter templates for those accounts.
Export and save to the related Document module or Download it locally
Download the document locally or Relate the parsed document to the linked document module. The file then will be accessible by anyone within SuiteCRM. You can choose between downloading the final merged file as either an MS Word or PDF document.
Send parsed documents using workflow
You can set a workflow as per your need and able to send a parsed document as attachments. You can select an email template for content and DocParser template for attachment.
Create custom filters for the related record
It allows you to add N number of filters to the related module by our easy-to-use filter criteria. By adding multiple filters for the same will apply AND condition to have data of specific records only.
A company profile that gives you all the information necessary from its own detail to the related information like Contacts, Opportunities, Meetings, Cases, etc. The templates are configurable to add information on the related modules.
Meeting with attendees
Prepare a list of invites for a meeting with all necessary information before the meeting, Let Docparser help you in collect all the information and present it on your own custom designed templates.
Winning a big project is exciting, but it’s not the end of the road. For most business models, each project incurs lots of project tasks, production, delivery, quality assurance, testing, invoicing etc. Docparser helps in providing you a presentable project relevant information with tasks and the related resource.
Case with Case updates
Get the case and its update at a glance. Generate PDF or word of the case with fields like Case number, description, status, resolution along with the case update threads.