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Categories CRM App
Created by Guest
Created on Jan 14, 2021

RELATED IDEAS

Generate Word Documents Straight to PDF

A customer who has to upload quotations to a procurement system would find the system a lot more efficient if you could choose to generate a Word document straight to a PDF from the quick create option. At the moment you have to either create the word document then save as PDF or auto attach to an email. No option to just generate a PDF straight from the quotation.

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  • Guest
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    |     Jun 17, 2024

    please merge https://ideas.prospect365.com/ideas/SPA-I-2946 too

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Create PDF documents from quick create/create

Merged
Currently if you want a PDF version of a document you need to create a Word copy first and then convert it to/save it as a PDF. This is time consuming. It'd be useful to be able to directly create PDF documents without needing to make a Word docum...
Guest almost 4 years ago in CRM App 0