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.
Comments
This is crucial for my company. We need output in pdf/a format, and the marketplace is very weak supporting this functionality, and we would not entertain handing off docx files to a 3rd party online service to convert to PDF.
Category: Account, Contact, Calendar and Activity Management
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.