I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't really possible using the Dynamics 365 mobile app.
This would be incredibly useful for sales people on the road using the Dynamics 365 app on tablets or mobiles.
Sending a quote directly to a clients email whilst in front of them rather than having to go back to the office.
Comments
It is now available "Generate a PDF document from a quote record" https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-quote-pdf I would like to see this feature to be available on Order and Invoice
Category: Opportunity
It is now available "Generate a PDF document from a quote record" https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-quote-pdf I would like to see this feature to be available on Order and Invoice
Category: Opportunity
Bharath Varadarajan (administrator) on 6/19/2020 12:58:37 AM
This is now available: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf