1. Home
  2. PDF Template for vTiger
  3. How to Install and Configure the PDF Template in vTiger?

How to Install and Configure the PDF Template in vTiger?

Notes : Before installing Pdf Template Plugin, please use your vTigerCRM and Database Backup first.

1. Go to the Dashboard page, Click on the Menu as shown in the screenshot below.Dashboar menu navigation2. To open the “Settings” Page, Click on the CRM Settings as shown in the screenshot below.CRM Setting page3. In the CRM Settings, Open Module Management Menu, Click the Modules link as shown in the screenshot below. CRM Setting Module Management4. In the Module Manager Page → Click on the Import Module From Zip Button.Module manager import zip5. In the Module Manager Page → Check the Checkbox Button for Terms and Conditions.Terms and Conditions checkbox6. In the Module Manager Page → Click on the Select From My Computer Button to select zip file → Click on the Select From My Computer Button to upload the PDF Template Plugin(zip file).Pdf Template plugin Zip7. On the Module Manager page → Click on the Import Button to install PDF Template Plugin.Import PDF Template plugin install8. To accept the Terms and Conditions, Check the Checkbox Button → Click on the Import Now Button.Accept terms and Condition9. After Successful Installation → It redirects you to Module Manager and Now You can see the Power Layout Plugin is installed.PDF Template Plugin Installed sucessfully 10. After Successful Installation you can see the link “PDF Template” on the Tools Menu as shown in the below screenshot.PDF template other Settings link11. Once you Click PDF Template in vTiger and it open the License Configuration page.

12. Obtain the License Key: After placing the order from CRMTiger.com, check your order confirmation email for the license key. Refer to the image below for guidance. vTiger PDF template order confirmation and license key13. Activate the Extension: Copy the license key from your email, paste it into the License Key field on the License Configuration page, and click the activation button to complete the process. vTiger PDF template license key validation settings

Updated on October 12, 2026

Was this article helpful?

Related Articles