Difficulty Reproducing Word Templates in EspoCRM – Seeking Solution

[BigBoss]

We are currently migrating to EspoCRM, but we’re facing difficulties reproducing our existing Word templates (contracts, quotes, etc.) using EspoCRM’s PDF template system. The layout and structure are quite complex to replicate.
Is there any alternative solution, extension, or even a custom development idea that would allow us either to generate documents directly from our Word templates or to integrate them into EspoCRM while keeping the same style, layout, and structure?

[dreginald]

There are Word to HTML Converters available online and HTML files can be pasted on the PDF template in ESPOCRM

[BigBoss]

I ried, but it’s a bit complicated: the original template loses its layout, styles, and margins…

[yuri]

It can be bit complex, depending on familiarity with HTML. One can create quite detailed templates, but knowledge of HTML and CSS will be needed.

[BigBoss]

Is there any alternative solution, extension, or even a custom development idea that would allow us either to generate documents directly from our Word templates !!!!!

[jamie]

you used to be able to "save to html" from within word though i don't know if that is still an option

[Kharg]

Is there any alternative solution, extension, or even a custom development idea that would allow us either to generate documents directly from our Word templates !!!!!

Well, as an alternative you could use a third party service to fill word documents using API and create a custom button to send data to this 3rd party service to fill the word template and then open the download link.


personally I’ve used only documentero.com but probably there are more SaaS that do the same thing.

[yuri]

I'm not aware of solutions.

How many documents do you have to port? If it's within a dozen documents, I believe it's worth an effort to convert to HTML automatically with manual fixing.