Print quote, invoice, or other records

Take a printed copy of a quote, invoice, or other records in Dynamics 365 Sales by exporting the records to PDF.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles
  1. Go to the record you want to print. For example, to print an invoice, go to Sales > Invoices and select a record.

  2. On the command bar, select Export to PDF, and then select the template you want to use to create the PDF. More information: Create PDF files from sales records

    Note

    If you don't see the Export to PDF option, contact your administrator to Enable PDF file generation from sales record.

  3. Download the PDF file to your local drive.

  4. Open the downloaded PDF file, and print it.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

Create PDF files from sales records