Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.PDF4me Integrations
It's easy to connect Vtiger + PDF4me without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Nowadays, the function of a software is an essential part in our work. The software that we use is responsible for the quality of our work, and for the convenience of us. A software which is considered as a life saver for one kind of people can be a disaster for another. In this article, I would like to tell you about Vtiger and PDF4me, the software that I used in my job.
PDF4Me is an embeddable pdf plugin software, which is developed by SupDocs. It has been integrated with Vtiger CRM by Softaculous. The integration means that PDF4Me can be added into Vtiger CRM very easily through Softaculous. Before using this software, I was very confused about how to save a PDF file into my Vtiger CRM. Finally, I found out that it was so simple. All I need to do is to click a button to upload the file. Then, the file will be uploaded into the "Files" tab and saved inside the CRM database.
The integration helps me in many ways. First, it helps me to save all of my documents into one place. There are many kinds of documents that have to be stored in different places, such as email or hard disk. It is really a waste of time to search for them and keep them in order. Now, by using this software, I only need to save all of my documents into one place, which is the "Files" tab in Vtiger CRM. Then, I can easily find them when I need them for my work. In addition, the integration helps me to save time when I need to edit some documents. Usually, if I need to edit a document that has been saved in different places, I have to first search for it and download it again. After downloading it, I have to open that document in a word processor program and edit it there. This process takes a long time and wastes my time as well. However, thanks to the integration, I don't have to worry about any of these problems anymore. First of all, I upload the file into the "Files" tab. Then, I can directly edit it from there without having to download it first. Last but not least, because it integrates with Vtiger CRM, it makes my work easier and more convenient. Before using it, I had to go through many steps to save a document into my CRM because they were saved in different places. Now, because the files are saved in the "Files" tab in Vtiger CRM directly, it saves me time when I need to update and edit my documents.
In conclusion, I think that the integration will help me to make my work easier in the future. I hope that this integration will bring more benefits to other users as well.
The process to integrate Vtiger and PDF4me may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.