2
Login to CRM
Open the Sales Hub App
On the Sales Menu, Navigate to Quotes
Open the Quote Record and click Export to PDF
On the Export to PDF Dialog, we see the Name auto populated as "Quote PDF.pdf" i.e Template Name.pdf
Can we auto populate the PDF Name with the Quote Name Field? i.e. Test Q1_26 Jan.pdf?
It impacts all Sales Users who work with Quotes.
STATUS DETAILS
New