5
in addition to Word, it is required to have a PDF export version of the quote, or order.
exporting to WORD first allows the user to change some specific crm data which may be breaking integrity of the quote or order before sending it to customer.
most companies therefore need a pdf version of the quote, order etc that is send to the customer and need to store it as a reference.
STATUS DETAILS
Completed
Paramita Chatterjee (administrator) on 8/13/2020 5:32:48 AM
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
Sincerely,
Paramita Chatterjee
PM, Microsoft.