Generate a PDF document from a quote record
Create and share a professional-looking quote by generating a PDF document from a quote record using a standard template from your organization.
The capability to create quote PDF is introduced in version 9.1.1904.1025. The Create PDF and Email as PDF options are available only if your system administrator has enabled the PDF-generation capability for your organization. If you do not see these options, please talk to your system administrator.
Open a quote record.
On the command bar, select Create PDF, and then select the quote template.
A PDF using the selected template is downloaded to your computer. You can add this document to a note or send it as an attachment in email.
To learn more about using Word templates, see Use Word templates to create standardized documents.
Email as a PDF document
You can also generate a PDF document and directly email it to a customer.
Open the quote record.
On the command bar, select Email as PDF, and then select the quote template.
An email form opens.
The following information is automatically populated.
Field Populated with To Potential customer of the quote From Current user Attachments The generated PDF, added as an attachment Regarding Quote record from which the email was triggered Subject Quote title
Verify and change any details in the email form, and select Send.
The time taken to generate the PDF document and download or send email is dependent on the size of the file. You'll see optimum performance when the file size is less than 2 MB. Larger files can require considerably more response time.