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 the 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. In the site map, select Overview.

  3. On the Overview page, under Productivity tools, select Manage for Create, save and send pdf files on Dynamics 365 Sales records.

  4. To enable or disable PDF generation, on the Convert to PDF page, 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.

    Enable PDF generation on entities

  5. Select Save.

See also

Create PDF documents from sales records