PDF Customizer module for Perfex CRM

About PDF Customizer module for Perfex CRM

Customize and style Perfex CRM PDFs

The PDF Customizer module for Perfex CRM gives you full control over the documents your business sends every day. Style and personalize the PDFs generated for Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts without writing a line of code or reaching for an external design tool. Built exclusively for Perfex CRM, it lets you create polished, customized PDFs straight from the CRM, so every document that reaches a customer is a true representation of your brand.

This module fulfills the long-awaited need for comprehensive PDF customization, offering real flexibility in how your Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts are presented. Instead of accepting the platform’s default output, you design documents that reflect your business and look deliberate at every customer touchpoint.

PDF Customizer key features

WYSIWYG editing

Take full control of your document’s appearance with a true What You See Is What You Get editor. Customize headers, footers and additional parts of your PDFs directly within the intuitive editor, with no coding required - just the freedom to design documents that reflect your brand.

Header and footer customization

Craft professional-looking documents by adding personalized headers and footers. Showcase your company logo, address or any other essential information, ensuring that each document carries a consistent brand identity from top to bottom.

Extra pages injection

Seamlessly inject extra cover pages and closing pages into your Proposals, Estimates, Invoices, Credit Notes and Contracts. Whether it is a personalized introduction or a heartfelt closing statement, you can frame each document to make a lasting impression.

Flexible design elements

Tailor the design elements of your PDFs to match your business aesthetics. Choose fonts, colors and styles that resonate with your brand for a consistent, professional look across all your documentation, and customize all table rows with colors of your choice for cleaner, easier-to-read layouts.

Time-saving efficiency

Say goodbye to the hassle of manual document customization. The module streamlines the whole process, letting you generate enhanced, polished PDFs with just a few clicks across every proposal, estimate, invoice, credit note, payment and contract you send.

Why it matters

Consistent, well-presented documents enhance professionalism and reinforce your brand at exactly the moments that influence a buying decision. Rather than settling for Perfex CRM’s default PDFs, you can transform the way you present your business, save time on formatting and leave a lasting impression with every document that leaves your CRM.

Good to know

The module integrates seamlessly with Perfex CRM and builds on the platform’s native PDF driver, so it inherits that driver’s constraints - notably a 110px height ceiling for banner images and single-line text for footers. Installation is fast: upload and activate the module from Perfex CRM settings (Settings > Modules > Upload) on Perfex CRM version 3.0 or later, and it is fully working within seconds.