🚀 Overview

The PDF Customizer Module for Perfex CRM allows you to fully customize PDFs for invoices, estimates, contracts, and other client-facing documents directly from your CRM.
It provides flexibility in design, branding, and layout to match your business identity.

Inspired by real-world business needs, this module streamlines document generation, improves client communication, and ensures professional and branded PDF outputs for your company.

✨ Key Features

• Invoice Customization: Modify invoice layout, colors, fonts, and add custom logos.
• Estimate Templates: Customize estimate PDFs with branding and detailed formatting.
• Contract PDFs: Design contracts and agreements with flexible layout options.
• Header & Footer Settings: Add company info, disclaimers, and page numbers.
• Dynamic Fields: Automatically insert client, project, or invoice details.
• Preview Mode: Preview PDFs before saving or sending.
• Easy Integration: Seamlessly integrates with existing Perfex CRM installation.
• Responsive & Printable: Optimized for printing and digital sharing.
• Custom Branding: Maintain consistent company branding across all documents.
• User-Friendly Interface: Intuitive controls for administrators and managers.

⚙️ Technical Stack

• Backend: PHP 7/8, Laravel Framework (Perfex CRM compatible)
• PDF Library: TCPDF / DomPDF
• Frontend: HTML5, CSS3, Bootstrap 5, JavaScript
• Database: MySQL / MariaDB
• Server Requirements: Apache / Nginx with PHP extensions (pdo, mbstring, curl, openssl, zip, gd)

🧩 Installation Guide

1. Upload the PDF Customizer module folder into your Perfex CRM/modules directory.
2. Navigate to Perfex Admin Panel → Setup → Modules → Install and activate the PDF Customizer module.
3. Configure header, footer, branding, and template settings via the module settings panel.
4. Preview PDFs to ensure layouts appear correctly before sending to clients.
5. Start generating customized invoices, estimates, and contracts.

📘 Full installation and usage documentation is included in the package.

📦 Deliverables

• ✅ PDF Customizer Module Source Code (GPL Licensed)
• ✅ Admin Panel Integration for Template & Branding Settings
• ✅ Sample Templates for Invoices, Estimates, and Contracts
• ✅ Installation & Customization Documentation
• ✅ Compatible with Latest Perfex CRM Version

📱 Supported Platforms

• Operating Systems: Linux, Windows, macOS (LAMP/LEMP compatible)
• Devices: Desktop, Tablet, Mobile (via Perfex CRM responsive UI)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
• Customization: Templates, colors, fonts, and branding are fully adjustable.
• Security: Ensure proper role-based access and secure file storage.
• Compatibility: Tested with the latest Perfex CRM version for seamless integration.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.

🔒 Disclaimer

This software is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.