How can we improve TrackVia? What features should come next?

Batch Printing / Document Merge

Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

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Matt Cox shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Matt Cox commented  ·   ·  Flag as inappropriate

    This is available using a WebMerge account that is priced based on a number of documents created. So while possible it's an added cost and requires some JSON/API coding knowledge to setup properly. So there would be additional cost of setup as well for each type of document you would like to create. It puts a real damper on the "TrackVia is a blank slate you can do anything with".

  • Dale cole commented  ·   ·  Flag as inappropriate

    Completely agree!. Ever find a solution to this? I am not sure how I can combine documents with different page sizes and margins.

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