💡 : For manual installations, you can also unzip the file and upload the extracted folder via FTP to your /modules/ directory in the Perfex CRM root folder. It will then appear in the Setup > Modules list for activation.
As a version 1.0.0 release, the module has expected limitations. It may not yet support complex mathematical calculations within custom line items (e.g., tiered discounts) or API-based template synchronization with external accounting systems like QuickBooks or Xero. Additionally, users may desire more advanced features such as digital signature fields, QR codes for instant payment, or real-time currency conversion. However, the foundational architecture suggests that subsequent updates can build upon this stable release.
Developed by GreenTech_Solutions on CodeCanyon , this specific module introduces an advanced template framework and drag-and-drop mechanics. It allows business owners, freelancers, and project managers to move away from rigid layout code and easily create professional, custom-branded transactional documents. Key Capabilities of Version 1.0.0 invoice-builder-module-for-perfex-crm-v1.0.0.zip
Use native Perfex CRM merge fields (e.g., client_name , invoice_id , due_date ) so that your custom templates automatically populate with correct data every time. 4. Live Preview Mode
The module operates by separating template design from invoice creation. The workflow is: 💡 : For manual installations, you can also
The current version is exclusively for invoices. It does not yet extend its template‑building capabilities to other important documents like estimates (quotes), proposals, or packing slips.
The is a third-party extension designed to enhance the default invoicing capabilities of the Perfex CRM platform by providing more advanced customization and design tools. Core Features It may not yet support complex mathematical calculations
: Use readable fonts like Arial, Helvetica, or Roboto.
Select the inner module zip file at the installation prompt and click Install .