Enable or disable PDF generation from sales records

The PDF generation capability allows your users to generate PDF documents directly from sales records. The capability to create PDF documents is supported on the following entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. You can select the entities on which you want to enable PDF generation.

Important

The PDF generation capability for additional entities (entities other than quote) is released with Dynamics 365 Sales (Sales Hub) app version: 9.0.1911.1009, as part of weekly release of the product to individual geographies.

  1. At the bottom of the site map, select Change area Icon to change the work area and then select App Settings.

  2. Under Sales Administration, select PDF generation.

  3. To enable or disable PDF generation, on the Generate PDF file page, under Select whether PDF files can be created, saved, and emailed based on Dynamics 365 Sales entity records, set the entity toggle to Enabled or Disabled. For example, if you want to enable PDF generation on Opportunity records, set the Opportunity toggle to Enabled.

    PDF generation settings page to enable PDF generation

  4. Select Apply.

See also

Create PDF documents from sales records