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.

Category: Opportunity
STATUS DETAILS
New