Enable PDF generation from quotes

To allow your users to generate PDF documents directly from a quote, you must enable PDF generation.

Important

  • The create quote PDF capability and the option to enable PDF generation is introduced in version 9.0.1905.2010.
  • In the August 2019 release, the option to generate PDf is enabled by default.
  1. At the bottom of the site map, select Change area Icon to change the work area, and select App Settings.

  2. Under Sales Administration, select PDF generation.

  3. On the Generate PDF file page, under Select whether PDF files can be created, saved, and emailed based on Dynamics 365 for Sales entity records, set the Quote toggle to Enabled.

    PDF generation settings page to enable PDF generation

  4. Select Apply.

See also

Generate a PDF document from a quote record