It would be very useful if the capability to Generate and Email PDF is extended beyond Quote to other entities
Cheers
Comments
I'd like to see this feature extended to allow reports to be exported as PDFs and not just word documents.
Our quote document is multilingual and is too complex for a word document.
The generate and email PDF feature would be a very useful time saver for our sales team.
Category: Opportunity
The PDF generation capability has been extended to other out of box entities: Account, Contact, Lead, Opportunity, Orders, Invoices
Category: Opportunity
Especially custom entities!!
Category: Opportunity
Basically every client I work with have this request. Even with MS Flow the process is not seamless.
Category: Opportunity
much needed enhancement!
Category: Opportunity
Basically every client I work with have this request. Even with MS Flow the process is not seamless.
Category: Opportunity
much needed enhancement!
Category: Opportunity
Swapnil Agarwwal (administrator) on 4/6/2023 6:32:18 AM
Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is now available. Please refer to Export sales records to PDF | Microsoft Learn for details.
Sincerely,
Swapnil Agarwwal
PM, Microsoft.