by urdhvatech

DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view.

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#4292 - Can iwe upload a Word template?

Closed General Question created by Vincent 2 years ago

Hi, can this allow to upload a Word template that includes all correct merge fields, and replicate the layout we have in Word to use as the output for Quotes? Also, can we have a trial license to test?

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    2 years ago

    Hello Vincent,

    Thanks for showing interest into our add-on. DocParser itself allows to create template in which you can include the fields and images. Based on the that you can generate the WordDoc and PDF. SugarOutfitters itself provides 30 days trial license.

    Thanks & Regards, Team Urdhva Tech

    • Vincent member avatar

      Vincent

      2 years ago

      Hi, I think they only provider trial license, so how do I download? Can I also send you an example Word template we wish to recreate so you can confirm if possible? If so, please let me know which is best email address to send it. Thanks in advance

  2. urdhvatech member avatar

    urdhvatech Provider Affiliate

    2 years ago

    Hello Vincent,

    We have setup the test instance on our server and we have sent you the link of DocParser demo. Let us know if you will have any question.

    Thanks & Regards, Team Urdhva Tech

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